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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.

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.

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.

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.

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.

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 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.

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.

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.

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.