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Investment Analyst



Category

Operations & Risk Management

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 looking for an Investment Analyst to join our Operations team. This position reports to the Vice President, Quantitative Risk Measurement

What you’ll do:

  • Perform qualitative and quantitative analysis of institutional clients’ investment portfolios, including rate of return calculation, analytics computation, performance attribution
  • Monitor and track investments’ performance in software programs and Excels
  • Provide accurate and timely performance reporting; communicating with various vendors to resolve discrepancies/conduct reconciliations
  • Produce timely delivery of client performance reports and analysis
  • Analyze and monitor the integrity of data submitted by thousands of investment managers by auditing database for outliers, holes, etc.
  • Assist in investment research projects using Wilshire analytics resources
  • Assist with ad-hoc projects as needed

What you have:

  • ­­­­­0 to 3 years work experience in financial or investment industries
  • Undergraduate degree in Finance, Accounting, Economics or Mathematics
  • Background in Financial engineering or computer engineering preferred
  • Basic Programming skills in Python and SQL
  • Proficient in MS Excel
  • Thorough work habits, including strong detail orientation, good problem-solving skills, and an ability to organize and prioritize work to meet tight deadlines
  • Ability to quickly learn new systems and software
  • Good quantitative and computing skills
  • Good writing and communication skills
  • Must be team-oriented while being able to work autonomously
  • Desire to participate in the Chartered Financial Analyst (CFA) program is expected

What you get:

  • We offer a comprehensive benefits package including a collaborative work environmentgenerous 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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