Senior Analyst, Alternatives Investor Servicing

About the role

The Senior Analyst, Alternatives Investor Servicing plays a crucial role in supporting the Client Solutions team at Wilshire. This position is based on a hybrid model out of Santa Monica, Pittsburgh, Chicago, or New York.

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
• 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
• Affiliate with client on-boarding, initiating KYC and following through to ensure documents are processed in a timely manner
• Affiliate 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

Benefits

Wilshire offers 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 $75,000-$82,000. 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.