Since its founding in 1972, Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology solutions. Established in 1981, Wilshire Consulting provides customized consulting and investment solutions, including outsourced-CIO (OCIO) services. Through its investment consulting services to public and corporate clients, Wilshire Consulting assists in ensuring secure and safe retirements for approximately 10.5 million Americans including those participating in some of the nation’s largest public and corporate retirement plans. Combined with our endowment, foundation and major insurance company clients, we consult on combined total assets of nearly $1 trillion. Wilshire consultants provide strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and monitoring.
Wilshire Consulting seeks a Senior Associate to serve as a member of its sales and marketing team.
The Senior Associate will support and direct various marketing efforts designed to generate new business opportunities for Wilshire Consulting’s non-discretionary and discretionary investment advisory services, including Wilshire’s OCIO practice.
In addition, the Senior Associate will assume responsibility for selling Wilshire Compass. Wilshire Compass offers an institutional investment database coupled with a sophisticated suite of analytic and reporting tools for asset allocation modeling, manager evaluation and total fund analysis. Developed for fund sponsors and other institutional investors, Wilshire Compass addresses all aspects of a logical and disciplined investment approach including: defining and following an investment policy, developing an asset allocation and rebalancing strategy, identifying skilled managers and conducting total fund analysis and monitoring.
Required Skills & Experience
Desired Skills & Experience