Jobs at Wilshire

Support client solutions and alternatives research with portfolio monitoring, client presentations, quantitative analyses, and new solution ideas. Evaluate private markets investments (private equity, private credit, real assets), participate on deal teams, assess primaries, co-investments, and secondaries, and assist discretionary and advisory client initiatives.

Support client solutions for alternatives (≈60%) and conduct alternatives research (≈40%). Monitor client portfolios, create presentation materials, perform quantitative analyses (e.g., portfolio pacing), support new client solutions and ad hoc requests. Evaluate private markets investments (private equity, private credit, real assets) in North America, participate in 3-4 person deal teams, and assess primaries, co-investments, and secondaries.

Lead day-to-day platform operations including wire approvals, account maintenance, transaction processing, client onboarding, third-party provider integration, process improvement, and reporting to ensure compliance, efficiency, and high client satisfaction.

Lead day-to-day platform operations including wire approvals, account maintenance, transaction processing, client onboarding, and third-party integrations. Monitor workflows, enforce compliance, drive process improvements, manage operational projects, and produce regular reports (performance, fee statements, NAV approvals) to ensure accuracy, efficiency, and high client satisfaction.

The Hedge Fund Research VP conducts research, evaluates hedge fund managers, performs due diligence, analyzes market trends, and manages risk assessments for investments.

Support the CCO in maintaining the firms SEC compliance program: conduct risk assessments, testing and trade surveillance, review marketing materials, assist with regulatory filings and exams, prepare committee materials, and respond to compliance queries and remediation efforts.

Support and maintain the firm's SEC-registered compliance program, conduct compliance testing and monitoring, prepare filings and exam responses, review marketing materials, manage compliance records, assist with risk assessments and testing plans, and support the Chief Compliance Officer on policy, reporting, and remediation efforts.

Lead and maintain Wilshire's employee compliance program: develop policies, manage trainings and disclosures, oversee audits/investigations, coordinate compliance technology, maintain records, and support reporting and regulatory updates.