Wilshire Advisors LLC
Wilshire is seeking a Client Solutions Analyst to collaborate with intermediary clients and internal teams on investment topics and deliverables. The role involves reviewing and validating fund data, understanding client mandates, and liaising between clients and stakeholders. This position supports the organization's mission to help investors improve their financial outcomes through customized portfolio solutions.
Headquarters
Santa Monica, California, United States
Company Size
201-500 employees
Founded
1972
Wilshire is an investment advisory firm that delivers advisory services, advanced financial analytics, and market-leading indexes grounded in time-tested quantitative and qualitative insights. It supports institutional investors, asset managers, and advisors with portfolio construction, risk management, performance measurement, and custom investment solutions. Wilshire combines proprietary analytics and benchmark indexes with strategic consulting to help clients make data-driven decisions and improve long-term outcomes. Clients rely on the firm for its rigorous quantitative tools paired with experienced investment expertise.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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