Internship: Client Solutions (Summer 2026)

Wilshire AdvisorsSanta Monica, CA
12dHybrid

About The Position

For Summer 2026, Wilshire seeks highly motivated undergraduate interns to join our Investment Consulting and Client Solutions team. You’ll work closely with institutional investors, senior leaders, and internal groups to support ongoing investment projects, help prepare client reports and presentations, and contribute to investment education materials. The application deadline is January 23, 2026.

Requirements

  • Working toward a bachelor’s or master’s degree with graduation between 12/2026 and 6/2027.
  • All majors welcome; strong interest in finance or investments preferred.
  • Prior internship or professional client service experience strongly desired.
  • Exceptional communication and interpersonal skills.
  • Analytical mindset with ability to handle both quantitative and qualitative tasks.
  • Proficiency in Microsoft Office (Word, PowerPoint, Excel); Copilot or other AI experience a plus.
  • Highly organized with excellent attention to detail and time management skills.
  • Collaborative, self-starter, and eager to learn.

Responsibilities

  • Support senior consultants in preparing materials on asset allocation, manager research, and investment structure.
  • Assist with performance measurement audits and client deliverables.
  • Draft and refine presentations for client board and committee meetings.
  • Collaborate with various teams on the preparation of research, white papers, and market outlook summaries.
  • Communicate directly with clients and respond to client inquiries with professionalism and attention to detail.

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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