Client Solutions Analyst

Job overview

The Client Solutions Analyst works on a hybrid model from Wilshire’s Santa Monica, CA office. The pay range is $70,000–$77,000 per year. Wilshire provides customized portfolio solutions and investment advice to institutional investors. The analyst supports intermediary clients by preparing and validating investment materials and coordinating client-specific requests. The work helps ensure accurate reporting and effective communication of client mandates, objectives, and requirements across internal teams and external partners.

What you'll do

• Collaborate with intermediary clients and Wilshire teams on investment topics and materials
• prepare investment reports, presentation decks, questionnaires, and other client deliverables
• review and validate quarterly fund data for accuracy
• develop understanding of client mandates, objectives, and reporting requirements
• liaise among clients, external partners, and internal stakeholders.

What we're looking for

Skills & competencies

client solutions analyst

santa monica ca

wilshire advisors

full-time

hybrid

$70,000–$77,000 per year

investment reports

institutional investors

client deliverables

fund data

client relationships

microsoft office

0–3 years client relationship experience

Work arrangement

• Weekend coverage required

Benefits & perks

• Generous PTO
• 401(k) match
• medical, dental, and vision insurance
• CFA and other professional membership reimbursement.

Why this role

The posting describes a hybrid work model and lists generous PTO, 401(k) match, medical, dental, and vision insurance, and reimbursement for CFA and other professional memberships.

About the employer

Wilshire Advisors LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.