Svp, Investment Consultant

Company Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping millions of people around the world make better investment decisions for a more secure future. For 50 years, our clients have trusted Wilshire to transform complex theory into practical investment solutions and products.

Founded in 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Wilshire underwent a corporate transformation in 2021 and is on an exciting journey to deliver best-in-class Investment Solutions, Indices and Benchmarks and Innovative Analytics to a wide range of investors across the world.

Job Description

Wilshire is seeking candidates for an Institutional Investment Consultant and Senior Vice President (SVP) role.  Wilshire is one of the world’s largest and most respected investment consultancies, advising to over $1 trillion in assets, and managing over $90 billion in discretionary/OCIO capital on behalf of our clients around the globe.  

What you’ll do:
The ideal candidate will be highly motivated and proactive in serving our endowment, foundation, healthcare organization, pensions, and other retirement plans and institutional investors with the following:

• Manage client relationships across all investment-related matters
  • Capital markets commentary and education
  • Investment research and asset allocation
  • Manager selection and monitoring
  • Performance attribution and risk management
  • Investment policy development
• Deliver clear, concise and thoughtful presentations
  • Ability to be effective in c-suite/board room meetings
  • Experience and confidence in speaking at conferences/webinars
  • Stay involved in industry events and networking with industry peers
  • Traveling regularly is a required part of the role
• Support other Wilshire associates in development and understanding of key client initiatives
  • Auditing material and presentations for client delivery
  • Provide education and mentoring to assist in professional growth
• Generate or support new business development
  • Participate in RFP responses
  • Present to prospective clients in a finalist presentations

 

Qualifications

• 7-10 years of experience working with institutional investors
• Bachelor’s degree
• Strong written, verbal, and quantitative analysis skills required
• Must be willing and able to travel at least 50% of the time
• Proficiency in Microsoft Office tools (Word, PowerPoint, Excel)
• Preferred qualifications:
  • CFA-designation preferred, or progress towards the CFA
  • CAIA preferred
  • MBA preferred

Additional Information

• This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office orremotely in our list of approved states**
• We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

 

 

The salary range for this position is $190,000 – $210,000/year. However, base pay will be determined on an individualized basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefits, which will be provided in conjunction with an offer of employment.

Visit www.wilshire.com for additional company information. 

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5.  As such, you may be required to disclose your prior political contributions.  

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation.  Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment.  In addition, Wilshire Associates adheres to the equal employment opportunity requirements of all states and localities in which it does business.  We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.

**List of approved states: AK, CA, CO, DC, FL, GA, ID, IL, IN, NJ, NY, OH, OR, PA, TN, TX, WA, WI