Analyst, Portfolio Management

Wilshire Advisors LLC•Santa Monica, CA

3d•$70,350 - $78,000•Hybrid

About The Position

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