Senior Consultant, Wilshire Associates - Santa Monica, CA
ABOUT WILSHIRE ASSOCIATESWilshire Associates is a leading investment technology, investment consulting and investment management firm. Wilshire Consulting, a business unit of Wilshire Associates, was established in 1981. The Consulting Division provides customized investment solutions to public and corporate defined benefit and defined contribution pension funds, endowments, foundations, healthcare, and insurance companies. Currently, Wilshire Consulting provides services to 125 clients representing more than $1 trillion in assets under advisement (as of 3/31/2014). Clients include corporate and public defined contribution and defined benefit pension funds, foundations, endowments, healthcare, and insurance companies. Wilshire Consulting also provides discretionary consulting services. Rooted in Wilshire’s three decades of experience, the firm provides customized investment programs based on the risk tolerance of the sponsor.
SENIOR CONSULTANT RESPONSIBILITIESThe Senior Consultant reports to a managing director-level consultant and is part of an established client service team. The position entails working with clients on asset allocation and asset/liability studies, investment structure analysis, manager evaluation and selection, summary level performance evaluation, including benchmark analysis and selection and total fund attribution, investment research, and client presentation development and delivery.
The position further entails supporting the Consulting Division’s topical research, manager research and business efforts. Working as part of the managing director-level consultant’s team, the Senior Consultant will also encompass the supervision and development of junior staff professionals. The Senior Consultant leads or backs up the managing director-level consultant, which will encompass independent management of consulting client relationships, and collaborative client service on relationships as part of a larger client team. The position involves 30-40% travel.
REQUIREMENTS• Advanced degree plus CFA or CAIA designation strongly preferred.
• At least 7 years of experience in institutional investment consulting, investment management with a corporate or public plan sponsor, or in buy-side investment management/analysis
For more information, to make a referral, or to apply, contact Elena McCall, Assistant Vice President, EFL ASSOCIATES at firstname.lastname@example.org or 720-200-7021.