Analyst/Sr. Analyst, Alternatives – Client Solutions & Research

Wilshire Advisors•Santa Monica, CA

17h•Hybrid

About The Position

The Alternatives team is comprised of the research group and client solutions group. We are seeking an Analyst/Sr. Analyst for the client solutions group; however, this is a dual-focused role that will spend time on both client solutions as well as alternatives research. The role will be approximately 60% focused on client solutions and approximately 40% focused on alternatives research; however, this time allocation is dynamic and will change from quarter to quarter.

Requirements

Bachelor’s degree
Foundational understanding of the private markets industry
Excellent analytical skills (both quantitative and qualitative)
Strong business and investment acumen
High proficiency in Microsoft Office (particularly Excel, PowerPoint, and Copilot)
Interest in both client service and investments
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
A passion for excellence
An entrepreneurial bent and a “roll-up-the-sleeves” orientation
Organized, thorough and detail-oriented
Willingness to be mentored, ask questions and receive constructive feedback
Works effectively with colleagues at all levels, across functions, and across global teams
A high degree of integrity and professionalism

Nice To Haves

Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement

Responsibilities

Support the Alternatives team with client-related initiatives across both discretionary and advisory clients
Assist with monitoring existing client portfolios
Create presentation materials for clients
Perform quantitative analyses, such as portfolio pacing
Support new client solution ideas and handle ad hoc client-related requests
Contribute as an active member of the alternatives research team
Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America
Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement
Participate in 3–4 person deal teams evaluating each investment opportunity
Assess both fund investments (primaries) and transactions, including co-investments and secondaries