Analyst, Portfolio Management

Wilshire is expanding its portfolio management team dedicated to delivering customized solutions for multi-asset and multi-alternative strategy portfolios. You will be an integral part of the portfolio management group providing a team of senior portfolio managers with technical and analytical support.

What youll do:

• Assist with the construction of investment allocation models using both traditional and alternative mutual funds ETFs and other SEC-registered investment vehicles
• Generate and improve upon ongoing and ad-hoc investment analysis of risk and performance attribution on mutual funds and institutional separate account strategies using proprietary and non-proprietary analytic software
• Produce standard monthly and quarterly fund and portfolio level reports including performance updates risk statistics style exposures and performance attribution
• Schedule and participate in due diligence meetings and conference calls with investment managers; contribute to meeting notes

Qualifications :

• BA/BS in finance economics or related studies with strong academic credentials desired
• 0 to 1 years of work experience in financial accounting or investment industries
• Interest in becoming a CFA charter holder
• Keen attention to detail and accuracy
• Excellent written oral and interpersonal communication skills
• Collaborative team player with a passion for investment management
• Interest in leveraging approved AI-enabled tools to streamline research analysis reporting and other workstreams while applying sound judgment attention to detail and adherence to firm policies
• Proficiency with Microsoft Excel and interest in expanding quantitative and problem-solving skills

Additional Information :

• This position will work on a hybrid model out of our Santa Monica office
• We offer a comprehensive benefits package including a collaborative work environment generous PTO 401(k) match affordable & comprehensive medical/dental/vision insurance CFA and other professional membership reimbursement and more.

The pay range for this position is $70350-$78000. However base pay will be determined on an individual basis considering various factors including location qualifications skills and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings which will be provided in conjunction with an offer of employment.

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Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5.  As such you may be required to disclose your prior political contributions.  

We are an equal opportunity employer which means we afford equal employment opportunity to all individuals regardless of race/ethnicity creed color religion sex (including gender and gender identity) national origin ancestry age marital status veteran status citizenship status disability medical condition (as defined by California Government Code section 12926) or sexual orientation.  Our employees as well as applicants and others with whom we do business will not be subjected to sexual racial religious ethnic or any other form of unlawful harassment.  In addition Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business.  We are completely committed to these principles not only because of the various laws which address these subjects but because it is the right thing to do for our employees and clients to thrive.

If you have a disability and require reasonable accommodations in the application process contact Human Resources at or .

Remote Work :

No

Employment Type :

Full-time