Senior Analyst, Alternatives Investor Servicing

Wilshire Advisors•Santa Monica, NY

1d•Hybrid

About The Position

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Wilshire’s Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. The Client Solutions team supports underlying investors in Wilshire’s alternatives products across hedge funds and private markets, including both private funds and semi-liquid interval funds. This role involves coordinating with internal stakeholders, managing client activities, and managing quantitative and qualitative elements of client reporting that requires the ability to parse large data sets and apply deep analytical skills.

Requirements

Bachelor’s degree or equivalent experience
2 years of experience in client services, relationship management, or similar role within the financial services industry
Strong understanding of investment products, financial markets, and industry regulations, with the ability to communicate complex concepts to clients effectively
Excellent interpersonal and communication skills, with a demonstrated ability to build rapport, influence stakeholders, and resolve conflicts
Ability to manage multiple projects simultaneously by showing good organizational skills and attention to details
Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing excel
Interest in leveraging 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

Responsibilities

Support relationships with clients by providing reporting and materials that reflect a deep understanding of their investment objectives, preferences, and expectations
Serve as the liaison between internal departments and clients, ensuring seamless communication and collaboration
Coordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracy
Be knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to comply
Assist with client on-boarding, initiating KYC and following through to ensure documents are processed in a timely manner
Assist with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investors
Stay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunities
Prepare investor specific reporting on performance, correlations, fees, percentage ownership of underlying positions, etc.
Promote a client-centric culture within the organization by sharing client insights, feedback, and success stories with internal teams and stakeholders