Analyst, Portfolio Management
About The Position
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 world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. 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.
Requirements
- 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
Responsibilities
- 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
Benefits
- collaborative work environment
- generous PTO
- 401(k) match
- affordable & comprehensive medical/dental/vision insurance
- CFA and other professional membership reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
