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Supports institutional investment consulting engagements through asset allocation analysis, manager research and evaluation, performance measurement audits, investment research, and client material development. Collaborates with senior leaders and internal teams on traditional and alternative investments, prepares board and committee presentations, communicates with clients, and contributes to white papers and investment monitoring. The role requires strong investment knowledge, attention to detail, multitasking, and proficiency with Microsoft Office.

Develop and execute West Coast intermediary distribution strategies across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Build executive relationships, secure platform approvals, drive model portfolio and investment solution adoption, grow assets and revenue, and expand enterprise partnerships. Collaborate with investment, alternatives, OCIO, retirement, wealth solutions, research, field sales, and relationship management teams. Represent Wilshire at conferences, due diligence meetings, platform events, and executive client engagements.

Develops strategic distribution relationships across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Drives adoption and growth of model portfolios, multi-asset and alternative investment solutions, manager research, and enterprise capabilities. Builds regional and account growth strategies, secures platform approvals, expands advisor engagement and asset flows, partners cross-functionally on integrated solutions, and represents the firm in executive and industry engagements.

Leads strategic distribution and national accounts across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develops West Coast growth strategies, expands platform relationships, drives model portfolio and investment solution adoption, and grows assets, revenue, advisor engagement, and enterprise partnerships. Partners with investment, alternatives, OCIO, retirement, wealth solutions, and research teams while representing Wilshire in executive client and industry engagements.

Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems on the West Coast. Builds enterprise relationships, expands platform penetration, drives model portfolio and investment solution adoption, supports advisor engagement, and grows assets and revenue. Partners with investment, alternatives, research, retirement, and wealth solutions teams while representing Wilshire at industry and executive events.

Leads strategic distribution and business development across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems in the Midwest. Builds enterprise relationships, drives platform approvals and adoption of model portfolios, multi-asset and alternative investment solutions, and grows assets, revenue, and advisor engagement. Partners with investment, research, alternatives, and wealth solutions teams, develops account strategies, supports field sales, and represents Wilshire at industry and executive events.

Lead strategic distribution and business development across broker-dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Develop West Coast growth strategies, expand enterprise relationships, drive platform approvals and model portfolio adoption, and grow assets and revenue. Partner with investment, alternatives, OCIO, retirement, research, sales, and relationship management teams to deliver integrated solutions. Represent Wilshire in executive client engagements, conferences, due diligence meetings, and platform events.

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.

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.

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.