Associate/Senior Associate, Portfolio Management

  • Full-time
  • Department: Investment Solutions

Company Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.

Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

Job Description

Wilshire’s Portfolio Management team works within the Investment Solutions team to deliver strong risk-adjusted investment results for a wide range of financial intermediaries and institutional clients, primarily utilizing traditional investments offered through mutual funds and ETFs. The team provides a wide range of services to clients, including strategic and dynamic asset allocation and underlying manager selection, and investment manager pairing/structuring.

We have a wide range of clients, who include retirement plans, 529 plans, broker-dealers, insurance companies, asset managers and corporate pension plans. Ultimately, the typical underlying beneficiary is not a Wall Street titan, but rather a dental hygienist, a young adult about to enter college, a family preparing for retirement or the like. Americans are generally underprepared for their long-term financial needs and our team endeavors to improve the investment outcomes for millions of underlying beneficiaries.

What you’ll do: 

Work closely with senior portfolio managers in overseeing the investment portion of client relationships across a range of financial intermediary and OCIO clients.

  • (50%) Assist senior portfolio managers with the construction and review of portfolio allocation models
  • (30%) Produce written summaries/commentary for clients and fund and portfolio level detail reports, including performance reports, attribution, risk statistics, etc.
  • (20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers


  • Minimum 4 years of relevant experience 
  • BA/BS in finance, economics, or related studies with strong academic credentials required
  • Keen attention to detail and accuracy
  • Ability to prioritize tasks, manage time effectively, and handle competing priorities in a fast-paced environment
  • Ability to meet deadlines and deliver high-quality work while managing multiple tasks simultaneously
  • Proficient in written and verbal communication to understand and convey instructions and information clearly
  • Ability to adjust to changing priorities, work independently or collaboratively as needed, and handle unexpected challenges
  • Team player with a passion for investment management
  • Proficiency with Microsoft Excel and interest in expanding quantitative and analytical skills
  • CFA-designation and/or MBA preferred 

Additional Information

  • This position will work on a hybrid model out of our Santa Monica or Pittsburgh offices
  • 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 $95,000 - $115,000/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 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 [email protected] or 310-584-6011.


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