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AVP/VP Investment Consultant



Locations

  • Pittsburgh, PA
  • Santa Monica, CA

Category

Client Solutions

Position Type

Full-Time/Regular

Job Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

Wilshire is seeking qualified candidates for an AVP or VP investment consultant role.  Wilshire’s institutional solutions practice, established in 1981, is well known and respected for providing OCIO and investment consulting services to large pension funds, endowments, foundations and insurance companies. Wilshire’s institutional clients include some of the world's largest fund sponsors with combined assets totaling $1+ trillion.

What you’ll do:

(65%) Manage or assist in management of client relationships across all investment related matters

  • Asset allocation
  • Investment research
  • Manager selection and monitoring
  • Investment policy management

 (25%) Support associates in development and understanding of key client initiatives

  • Audit work for client delivery
  • Provide education and mentoring to assist in professional growth

(10%) Generate or support new business development

  • Participate in RFP responses
  • Present to prospective clients
  • Create new leads where applicable

What you have:

  • ­­­­­ Must have a minimum 6 years of relevant experience
  • Must have a Bachelor’s degree from a top tier school
  • Strong written, verbal, and quantitative analysis skills required
  • Must be willing and able to travel at least 50% of the time
  • Proficiency in Microsoft Office tools (Word, PowerPoint, Excel)
  • Preferred qualifications:
    • CFA-designation preferred
    • MBA preferred

What you get:

  • 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.

Effective November 1, 2021, Wilshire requires that all successful applicants for positions located in the United States be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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.  

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation.  Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment.  In addition, Wilshire Associates adheres to the equal employment opportunity requirements of all states and localities in which it does business.  We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.


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