Investment Consulting Analyst

About the Role

Wilshire is seeking a qualified and passionate Investment Consulting Analyst to contribute to an organization that helps investors improve their financial outcomes. Wilshire advises on over $1 trillion in assets for sophisticated institutional investors. This position will work on a hybrid model out of the Denver office.

Key Responsibilities

• Work with institutional investors and Wilshire’s 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.

Requirements & Tech Stack

• Proficiency in Microsoft Office (Access, Word, PowerPoint, 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.

Qualifications

• Undergraduate degree (preferably in a quantitative field).
• 0-2 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.
• Passionate commitment to continuous professional development.
• Desire to participate in the Chartered Financial Analyst (CFA) program is preferred.