Wilshire Associates Incorporated - Santa Monica, CA

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Wilshire Associates – Associate\Senior Associate


Wilshire Associates Incorporated is a global investment advisory firm that offers customized, institutionally based solutions to meet the investment needs of our clients. Wilshire’s Consulting division, established in 1981, is well known and respected for providing investment consulting services to large pension funds, endowments, foundations and insurance companies. Wilshire’s Consulting clients include some of the world's largest fund sponsors with combined assets totaling over $700 billion.

Position Description – Senior Associate

Wilshire's Consulting Division is seeking applicants for a Senior Associate that would work on an established risk management consulting team, based at the company headquarters in Santa Monica, CA. The job involves modeling and reconciliation of portfolios, computation of portfolio analytics, and generation of custom reports and analysis of portfolio risk, as well as broader client projects that will involve quantitative analysis and interpretation. Prospective candidates should have relevant experience and interest in finance and economics.

Responsibilities include:
Work with risk management team, clients and client portfolio managers to establish data management and analytical report production processes

Interfacing with Clients directly to assist in development of risk management framework (some travel required)

Communicating complex quantitative concepts to clients and third parties

Load, model and reconcile portfolios within Wilshire’s analytics systems

Help prepare, analyze and deliver monthly client risk, attribution, and other general analytical reports

Assist with research projects using Wilshire analytics tools

Assist with investment structure analysis and manager research activity

Support in-depth analyses for plan and asset class level restructuring and rebalancing

MS in mathematics, statistics, engineering, finance or other quantitative fields required. Interfacing with Clients directly to assist in development of risk management framework (some travel required)

Advanced degree (Ph.D) in mathematics, statistics, engineering, finance or other quantitative fields preferred.

2-4 years of professional experience preferred (depending upon degree level).

Solid work habits, including creative and technical/engineering problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines

Advanced Excel Skills with VBA experience

Clear communication skills

Familiarity with Microsoft SQL Databases

Experience with Matlab

CFA Charter holder

Special Note: Please upload a cover letter with your resume

Our Offer:
An international, dynamic, entrepreneurial work environment.

Competitive compensation package, including a bonus opportunity.

3 weeks of vacation, 8 paid holidays per year.

401(k)/Roth 401(k)/Medical/Dental/Vision insurance.

Visit for additional company information.

Wilshire Associates Incorporated is an Equal Opportunity Employer M/F/D/V

Wilshire Associates Incorporated 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.

No phone calls.

Required Skills

Required Experience

About this company
Wilshire Associates is a leading global investment technology, investment management and investment consulting firm with four business units...