Client Solutions Analyst

Wilshire Advisors • Santa Monica, CA

3d • Hybrid

About The Position

Wilshire is seeking a qualified and passionate Client Solutions Analyst to work with intermediary clients and collaborate across Wilshire teams on ongoing investment topics and materials. The role prepares client deliverables such as investment reports, presentation decks, questionnaires, and other client-specific requests; reviews and validates quarterly fund data for accuracy; develops a deep understanding of client mandates, objectives, and reporting requirements; and liaises between clients, external partners, and internal stakeholders.

The position follows a hybrid work model from Wilshire’s Santa Monica office. The pay range is $70,000–$77,000, with base pay determined individually based on factors including location, qualifications, skills, and experience. The role is eligible for an annual discretionary bonus and a range of health and financial benefits. Wilshire is an equal opportunity employer and provides reasonable accommodations during the application process.

Requirements

• Undergraduate degree, preferably in a quantitative field.
• 0–3 years of client relationship experience.
• Thorough knowledge of investments and financial markets through past experience, personal investing, coursework, or CFA materials.
• Strong communication and interpersonal skills, with the ability to build relationships internally across teams and externally with clients.
• Ability to work on tasks both with limited supervision and in a highly collaborative environment.
• Ability to work on multiple projects concurrently.
• Excellent attention to detail and ability to work with deadlines.
• Proficiency in Microsoft Office, including Word, PowerPoint, and Excel.
• Passionate commitment to continuous professional development.
• Interest in leveraging approved AI-enabled tools while applying sound judgment, attention to detail, and adherence to firm policies.

Responsibilities

• Work with intermediary clients and collaborate across Wilshire teams on ongoing investment topics and materials.
• Prepare client deliverables, including investment reports, presentation decks, questionnaires, and other client-specific requests.
• Review and validate quarterly fund data for accuracy before it is used in client deliverables.
• Develop a deep understanding of client mandates, objectives, and reporting requirements.
• Liaise between clients, external partners, and internal stakeholders.
• Use approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs while applying sound judgment, attention to detail, and adherence to firm policies.

Benefits

• Generous paid time off.
• 401(k) match.
• Affordable and comprehensive medical, dental, and vision insurance.
• CFA and other professional membership reimbursement.
• Eligibility for an annual discretionary bonus.
• A full range of health and financial benefit offerings.
• Collaborative work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level