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Analyst, Portfolio Management



Category

Investment 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 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.

What you will do:

  • 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.

What you have:

  • 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
  • Proficiency with Microsoft Excel and interest in expanding quantitative and problem-solving skills

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 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 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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