Client Solutions Analyst

Wilshire Advisors LLC • Santa Monica, CA

4d • $70,000 - $77,000 • Hybrid

About The Position

Wilshire is seeking a Client Solutions Analyst to support intermediary clients and work collaboratively across Wilshire teams on ongoing investment topics and client materials. The role prepares client deliverables, including investment reports, presentation decks, questionnaires, and other client-specific requests, and reviews quarterly fund data for accuracy before it is used in those deliverables. The analyst develops a thorough understanding of client mandates, objectives, and reporting requirements, and serves as a liaison among clients, external partners, and internal stakeholders.

The position follows a hybrid work model from Wilshire’s Santa Monica office. The stated pay range is $70,000–$77,000, with base pay determined individually based on factors including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and health and financial benefits. Candidates may be required to disclose prior political contributions under applicable SEC rules.

Requirements

• Undergraduate degree, preferably in a quantitative field.
• 0–3 years of client relationship experience.
• Thorough knowledge of investments and financial markets gained through 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.
• Commitment to continuous professional development.
• Interest in leveraging approved AI-enabled tools while applying sound judgment, attention to detail, and adherence to firm policies.

Nice To Haves

• Undergraduate degree in a quantitative field.

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 exercising sound judgment, attention to detail, and compliance with 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.
• Comprehensive health and financial benefit offerings.

What This Job Offers

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