Analyst/Sr. Analyst, Alternatives - Client Solutions & Research

Responsibilities

• Support the Alternatives team with client-related initiatives across both discretionary and advisory clients
• Assist with monitoring existing client portfolios
• Create presentation materials for clients
• Perform quantitative analyses, such as portfolio pacing
• Support new client solution ideas and handle ad hoc client-related requests
• Contribute as an active member of the alternatives research team
• Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America
• Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement
• Participate in 3-4 person deal teams evaluating each investment opportunity
• Assess both fund investments (primaries) and transactions, including co-investments and secondaries
• Bachelor's degree
• Foundational understanding of the private markets industry
• Excellent analytical skills (both quantitative and qualitative)
• Strong business and investment acumen
• High proficiency in Microsoft Office (particularly Excel, PowerPoint, and Copilot)
• Interest in both client service and investments
• A self-starter who is independent, hardworking and results oriented
• Strong verbal and written communication skills - the ability to present ideas with precision and conviction
• A passion for excellence
• An entrepreneurial bent and a "roll-up-the-sleeves" orientation
• Organized, thorough and detail-oriented
• Willingness to be mentored, ask questions and receive constructive feedback
• Works effectively with colleagues at all levels, across functions, and across global teams
• A high degree of integrity and professionalism
• This position will work on a hybrid model out of our Santa Monica, Chicago or Pittsburgh offices
• 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

The Alternatives team is comprised of the research group and client solutions group. We are seeking an Analyst/Sr. Analyst for the client solutions group; however, this is a dual-focused role that will spend time on both client solutions as well as alternatives research. The role will be approximately 60% focused on client solutions and approximately 40% focused on alternatives research; however, this time allocation is dynamic and will change from quarter to quarter.

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