Internship: Client Solutions (Summer 2026) at Wilshire Advisors LLC

Santa Monica, California, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

25.0

Posted On

11 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Interpersonal Skills, Analytical Mindset, Quantitative Skills, Qualitative Skills, Microsoft Office, Attention to Detail, Time Management, Collaboration, Self-Starter, Eager to Learn

Industry

Financial Services

Description

Company DescriptionAs 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 DescriptionFor Summer 2026, Wilshire seeks highly motivated undergraduate interns to join our Investment Consulting and Client Solutions team. You’ll work closely with institutional investors, senior leaders, and internal groups to support ongoing investment projects, help prepare client reports and presentations, and contribute to investment education materials. The application deadline is January 23, 2026. What You’ll Do: Support senior consultants in preparing materials on asset allocation, manager research, and investment structure. Assist with performance measurement audits and client deliverables. Draft and refine presentations for client board and committee meetings. Collaborate with various teams on the preparation of research, white papers, and market outlook summaries. Communicate directly with clients and respond to client inquiries with professionalism and attention to detail. QualificationsWorking toward a bachelor’s or master’s degree with graduation between 12/2026 and 6/2027. All majors welcome; strong interest in finance or investments preferred. Prior internship or professional client service experience strongly desired. Exceptional communication and interpersonal skills. Analytical mindset with ability to handle both quantitative and qualitative tasks. Proficiency in Microsoft Office (Word, PowerPoint, Excel); Copilot or other AI experience a plus. Highly organized with excellent attention to detail and time management skills. Collaborative, self-starter, and eager to learn. Additional InformationThis position will work on a hybrid model out of our Santa Monica office.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 pay range for this position is $25/hour. However, base pay will be determined on an individual 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 benefit offerings, 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 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. #LI-Hybrid

Responsibilities

Interns will support senior consultants in preparing materials related to asset allocation and investment structure, assist with performance measurement audits, and draft presentations for client meetings. They will also collaborate on research and respond to client inquiries professionally.