Teams 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.