Senior Analyst, Alternatives Investor Servicing

About the role

The Senior Analyst, Alternatives Investor Servicing plays a crucial role in supporting Wilshire’s Client Solutions team. This position is part of the Wilshire family, a leading provider of customized portfolio solutions for institutional investors.

Responsibilities

• Support relationships with clients by providing reporting and materials reflecting a deep understanding of their investment objectives, preferences, and expectations
• Serve as the liaison between internal departments and clients, ensuring seamless communication and collaboration
• Cook up 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
• Aid with client on-boarding, initiating KYC, and following through to ensure documents are processed in a timely manner
• Aid with the regular investor services task to be performed with our fund administrator, ensuring 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

Qualifications

• 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