Wilshire
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Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Retain and grow assets, coordinate internal teams, manage onboarding/KYC, produce investor reporting and analytics, support fund launches/restructurings, ensure regulatory compliance, and provide market insights and thought leadership.
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage relationships, onboarding/KYC, investor reporting and deliverables, coordinate with internal teams (legal, compliance, marketing), support fund launches and alternatives products, analyze large datasets and performance metrics, and provide market insight to retain and grow client assets.
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and retirement clients across public and private markets. Manage client onboarding, KYC, reporting, deliverables, and fund launches. Coordinate internal teams (legal, compliance, marketing), analyze large data sets for performance and ownership reporting, provide market insights, and drive retention and asset growth while advocating for client needs.
Fintech • Payments • Financial Services
Serve as primary client contact for wealth and alternatives investors, managing relationships, onboarding/KYC, coordinating internal teams, preparing investor reporting and deliverables, supporting fund launches and investor services, and providing market insights to retain and grow assets.
Fintech • Payments • Financial Services
The Hedge Fund Research VP conducts research, evaluates hedge fund managers, performs due diligence, analyzes market trends, and manages risk assessments for investments.
Fintech • Payments • Financial Services
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.
Fintech • Payments • Financial Services
Join the Alternatives Manager Research team supporting investment due diligence, maintaining the research database, contributing to deal teams, and drafting investment memos for fund investments, co-investments, and secondaries. Perform quantitative and qualitative analysis and support the investment process under senior management.
Fintech • Payments • Financial Services
Lead research and due diligence for private markets with emphasis on secondaries; source and underwrite primary funds, secondaries, and co-investments; prepare investment memos, monitor portfolio performance, enhance research processes, and support client communications.
Fintech • Payments • Financial Services
Lead sourcing, underwriting, and due diligence for private markets (especially secondaries). Support deal teams on primary funds, secondaries, and co-investments; maintain manager relationships; perform market and manager research; monitor investments; improve research processes; and support client presentations and reporting.
Fintech • Payments • Financial Services
Lead research and due diligence on private markets (with emphasis on secondaries). Source and underwrite primary funds, secondaries, and co-investments; prepare investment memoranda; conduct market and manager research; monitor portfolio investments; improve research processes; support client communications and presentations.
Fintech • Payments • Financial Services
Lead sourcing, underwriting, and due diligence for private markets (primary funds, secondaries, co-investments). Conduct market and manager research, draft investment memos, monitor portfolio performance, enhance research processes, and support client communications. Act as deal team member and mentor to junior staff, with frequent manager meetings and travel.
Fintech • Payments • Financial Services
Support senior portfolio managers by building allocation models, performing risk and performance attribution on funds and accounts, producing monthly and quarterly reports, and participating in manager due diligence and meeting notes.
Fintech • Payments • Financial Services
Serve as front-desk lead: answer phones, greet guests, manage access/badges, handle mail/packages, support meetings and events, coordinate vendors and supplies, assist IT and recruitment, and maintain office cleanliness and daily operations.
Fintech • Payments • Financial Services
Support client solutions and alternatives research: monitor client portfolios, create presentations, perform quantitative analyses (e.g., portfolio pacing), develop new client solution ideas, and evaluate private markets investments (private equity, private credit, real assets). Participate on 3-4 person deal teams to assess fund investments, co-investments, and secondaries, and handle ad hoc client requests while collaborating across global teams.
Fintech • Payments • Financial Services
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.
Fintech • Payments • Financial Services
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.


