Analyst, Portfolio Management

Responsibilities

• Assist with the construction of investment allocation models using both traditional and alternative mutual funds, ETFs and other SEC-registered investment vehicles
• Generate, and improve upon, ongoing and ad-hoc investment analysis of risk and performance attribution on mutual funds and institutional separate account strategies using proprietary and non-proprietary analytic software
• Produce standard monthly and quarterly fund and portfolio level reports, including performance updates, risk statistics, style exposures, and performance attribution
• Schedule and participate in due diligence meetings and conference calls with investment managers; contribute to meeting notes
• BA/BS in finance, economics, or related studies with strong academic credentials desired
• 0 to 1 years of work experience in financial, accounting or investment industries
• Interest in becoming a CFA charter holder
• Keen attention to detail and accuracy
• Excellent written, oral, and interpersonal communication skills
• Collaborative team player with a passion for investment management
• Interest in leveraging approved AI-enabled tools to streamline research, analysis, reporting, and other workstreams, while applying sound judgment, attention to detail, and adherence to firm policies
• Proficiency with Microsoft Excel and interest in expanding quantitative and problem-solving skills
• This position will work on a hybrid model out of our Santa Monica office
• We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
• Visit www.wilshire.com for additional company information.
• Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
• If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.

Benefits

Additional Information

Wilshire is expanding its portfolio management team, dedicated to delivering customized solutions for multi-asset and multi-alternative strategy portfolios. You will be an integral part of the portfolio management group, providing a team of senior portfolio managers with technical and analytical support.

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