Job Opening: Investment Consulting Senior Analyst
- Company
- Wilshire Associates Incorporated
- Location
- Broomfield, CO
- Posted on
- May 14, 2024
Full-time
Company Description
As part of the Wilshire family, you can rest assured that every day you are
contributing to an organization that is helping investors improve their
financial outcomes. For more than 50 years, Wilshire has been dedicated to
providing customized portfolio solutions grounded in research and powered by
next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the worlds
largest and most sophisticated institutional investors and is headquartered in
the United States with offices worldwide.
Wilshire is seeking a qualified and passionate Investment Consulting Senior
Analyst.
Job Description
- Work with institutional investors and Wilshires Senior Leadership on
on-going investment topics and materials
- Work with investment materials, including asset allocation, investment
structure, asset class education, manager research and evaluation, and
investment manager monitoring
- Work with internal groups on traditional and alternative manager
evaluation, investment research, and white papers
- Audit performance measurement work and assist with the creation of client
materials
- Frequent communication with clients and Client Board/Committee
presentation development and delivery
Qualifications
- Undergraduate degree (preferably in a quantitative field)
- 1-4 years of client relationship experience
- Thorough knowledge of investments and financial markets through past
experience, personal investing, coursework, or CFA materials
- Excellent ability to work on tasks both with limited supervision as well as
in a highly collaborative environment
- Excellent ability to work on multiple projects concurrently
- Excellent attention to detail and ability to work with deadlines
- Proficiency in Microsoft Office (Access, Word, PowerPoint, Excel)
- Passionate commitment to continuous professional development
- Desire to participate in the Chartered Financial Analyst (CFA) program
is preferred
Additional Information
- This position will work on a hybrid model out of our Denver office
- We offer 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 $70,000-$80,000. 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.
Visit www.wilshire.com for additional company information.
Wilshire 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.
We are an equal opportunity employer, which means we afford equal employment
opportunity to all individuals regardless of race/ethnicity, 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. 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 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 for our employees and clients to thrive.
If you have a disability, and require reasona le accommodations in the
application process, contact Human Resources at
ApplicantAccessibility@wilshire.com or 310-584-6011.
#LI-Hybrid
Apply Here: https://www.click2apply.net/egAgzwCmK6Ejduq4DHmlGk
PI240669696