Analyst, Portfolio Management
Company Description
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the worlds largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Job Description
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'll 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
Qualifications
- 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
- Interest in leveraging approved AI-enabled tools to streamline research, analysis, reporting, and other workstreams, while applying sound judgment, attention to detail, and adherence to firm policies
- Proficiency with Microsoft Excel and interest in expanding quantitative and problem-solving skills
Additional Information
- This position will work on a hybrid model out of our Santa Monica office
- 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.
The pay range for this position is $70,350-$78,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer 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 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 [email protected] or 310-584-6011.
Equal employment opportunity, including veterans and individuals with disabilities.
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