Skip Navigation

Associate, Alternatives - Client Solutions



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. Our solutions-based approach supported by a strong commitment to research remains the cornerstone of what keeps us at the leading edge of modern quantitative finance. For nearly 50 years, our clients have trusted Wilshire to transform complex theory into practical investment applications. Wilshire now serves in excess of 500 organizations in more than 20 countries, advising on more than $1.3 trillion in assets.

Wilshire’s Alternatives team advises on more than $30 billion of assets across investment types, strategies and geographies. We have a global perspective on the alternatives market with worldwide research capabilities and a major international client base. Both global and regional mandates are structured to meet client investment objectives. Today there are approximately 45 professionals in alternatives team working in four locations: Santa Monica (Western US), Pittsburgh (Eastern US), Amsterdam (Europe), and Hong Kong (Asia/Pacific). 

Wilshire is seeking to recruit a Client Solutions professional that will support the Amsterdam-based Alternatives team with all client-related initiatives centered around Private Markets. The Private Markets team invests in private partnerships, direct co-investments and secondary limited partnership interests with a focus on buyouts, venture capital, credit and real assets.

What you'll do:

Specific responsibilities include assisting with monitoring existing client portfolios, creating presentation materials for clients and prospects, performing various quantitative analyses (e.g. portfolio pacing), attending client calls and meetings, updating marketing materials, supporting new client solutions ideas and numerous ad-hoc client-related requests. 

What you have:

  • Three to five years of relevant experience
  • Interest in both client solutions and investments
  • Degree in finance or business-related studies preferred
  • Understanding of the private markets industry preferred
  • Proficiency in Microsoft Office (particularly Excel and PPT)
  • 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
  • Organized, thorough and detail-oriented
  • Easygoing and able to work well with different personality types and with colleagues – junior and senior - across functions and global geographies
  • A high degree of integrity and professionalism

What you get:

  • An international, dynamic, entrepreneurial work environment
  • Competitive compensation package, including bonus 

Visit www.wilshire.com for additional company information. 

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race, 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 (defined as having a preference for heterosexuality, homosexuality or bisexuality, having a history of such a preference or being identified with such a preference).  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 Advisors 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.

Wilshire Advisors LLC 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. 

No phone calls.


close