3-5 years of experience
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Employment Type:
Full time
Job Category:
Performance Analyst - Consulting...
(This job is no longer available)
Wilshire | Santa Monica, CA
Grad Date

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Job Description

As part of the Wilshire family you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. We are known for creating a global brand with market defining products such as the Wilshire 5000 Total Market Index. Our solutions-based approach supported by a strong commitment to research remains the cornerstone of what keeps us at the leading edge of modern quantitative finance. For nearly 50 years, our clients have trusted Wilshire to transform complex theory into practical investment applications.

Wilshire's Consulting Division is seeking applicants for an Analyst that would work in a pooled performance group, based in Santa Monica, CA. The job involves rate of return calculation and verification, analytics computation and data mining. You will be an integral part of the consulting group, providing a team of senior managers with technical and analytical support.

What you'll do:

* Providing accurate and timely performance reporting; communicating with various vendors to resolve discrepancies/conduct reconciliations
* Analyzing and monitoring the integrity of data submitted by thousands of investment managers by auditing database for outliers, holes, etc.
* Serve as first point of contact for investment managers submitting to Wilshire's web-based questionnaire
* Assistance in investment research projects using Wilshire analytics tools
* Assistance in investment structure analysis and manager research activity
* Conducting market and manager research

What you have:

* 0 to 3 years work experience in financial, accounting or investment industries
* Undergraduate degree in Finance, Accounting, Economics or Mathematics
* Solid work habits, including strong detail orientation, good problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines
* Good quantitative and computing skills
* Participation in the Chartered Financial Analyst (CFA) program
* Strong desire to work in the institutional investment industry
* Good writing and communication skills

What you get:

* Competitive compensation
* Annual bonus opportunity
* Work/Life Balance: 15 days of PTO, 13 paid holidays per year (includes the week between Christmas and New Year's)
* Wellness: affordable comprehensive medical/dental/vision plans, FSA/life insurance/STD/LTD/EAP, Rideshare incentives
* CFA/CIPM/CAIA Incentive Program and Professional Membership support
* Lifestyle Support: Annual health fair, on-site biometrics screening and flu shots, weekly lunches, snacks, discounted movie tickets/theme park passes

Visit www.wilshire.com for additional company information.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race, 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 (defined as having a preference for heterosexuality, homosexuality or bisexuality, having a history of such a preference or being identified with such a preference). 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 Associates 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.

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.

About Wilshire

Wilshire Associates is a leading global investment technology, investment management and investment consulting firm with four business units including Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. The firm was founded in 1972 revolutionizing the industry by pioneering the application of investment analytics and research for the institutional marketplace. Wilshire also is credited with helping to develop the field of quantitative investment analysis that uses mathematical tools to analyze market risks. All other business units evolved from Wilshire's strong analytics foundation. Wilshire developed the index now known as the Dow Jones Wilshire 5000 Composite Index, the first asset/liability models for pension funds, the first U.S. equity style metrics work and many other "firsts" as the firm grew to more than 300 employees serving the investment needs of institutional and high net worth clients around the world. Based in Santa Monica, CA, Wilshire provides services to clients in more than 20 countries representing in excess of 600 organizations with assets totaling more than $12.5 trillion. With eight offices on four continents, Wilshire Associates and its affiliates are dedicated to providing clients with the highest quality counsel, products and services.