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Senior Analyst, Alternatives Investor Servicing

Wilshire Advisors LLC
CompanyWilshire Advisors LLC
CategoryFinance
LocationNew York
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted7 Jul 2026
Last verified11 Aug 2026
SourceThe employer's own careers page (company_site)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Job Description Wilshire’s Client Solutions team serves as the interface between the firm and its clients, responsible for ensuring exceptional service delivery, maintaining client satisfaction, and fostering long-term client relationships. The Client Solutions team supports underlying investors in Wilshire’s alternatives products across hedge funds and private markets, including both private funds and semi-liquid interval funds. This role involves coordinating with internal stakeholders, managing client activities, and managing quantitative and qualitative elements of client reporting that requires the ability to parse large data sets and apply deep analytical skills. What you’ll do: • Support relationships with clients by providing reporting and materials that reflect a deep understanding of their investment objectives, preferences, and expectations • Serve as the liaison between internal departments and clients, ensuring seamless communication and collaboration • Coordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracy • Be knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to comply • Assist with client on-boarding, initiating KYC and following through to ensure documents are processed in a timely manner • Assist with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investors • Stay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunities • Prepare investor specific reporting on performance, correlations, fees, percentage ownership of underlying positions, etc. • Promote a client-centric culture within the organization by sharing client insights, feedback, and success stories with internal teams and stakeholders