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Internship: Investment & Client Solutions (Summer 2025)

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

For the Summer 2025 program, we are seeking several interns to support our Investment and Client focused teams.

As an intern at Wilshire, regardless of the specific team placement, you could work with institutional clients, private markets solutions, manager research, or portfolio management. Your responsibilities may include helping create presentations, addressing client inquiries, conducting analyses on portfolios, and contributing to the identification of investment opportunities.

Overall, the internship experience offers valuable insights into the workings of an investment management firm and the broader financial industry.

Our summer internship is a 10-week program for undergraduate students. You will be fully immersed in the day-to-day activities of one of our teams while gaining exposure to Wilshire’s people and culture. Our internship is designed to provide an education in investment management and Wilshire’s work specifically, along with creating a community among interns through virtual and in-person connections. As part of the intern class, you can expect a strong mentorship experience and exposure to Wilshire’s thought leaders.

We look to identify self-motivated candidates with enthusiasm about working in the investment industry, strong professional drive, and aspiration for personal and professional growth within the organization. 

The application deadline is January 17, 2025.

Qualifications

  • Working toward a bachelor’s or master's degree, with graduation date between 12/2025 - 6/2026
  • All majors encouraged to apply
  • Prior internships or professional experience; experience in investment management, investment banking, management consulting or financial services industries is a plus
  • Ability to communicate effectively within team, cross functionally, and with clients
  • Excellent analytical skills (both quantitative and qualitative)
  • High proficiency in Microsoft Office
  • Excellent attention to detail, organizational skills, and time management skills
  • Collaborative; a team player
  • Passionate commitment to personal and professional development

Additional Information

This position will work on a hybrid model out of our Santa Monica or Chicago offices. The application deadline is January 17, 2025.

The pay rate 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

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$52000 / YEARLY (est.)
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$52000K

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What You Should Know About Internship: Investment & Client Solutions (Summer 2025), Wilshire Advisors LLC

If you’re looking for an exciting opportunity to kick-start your career in investment management, look no further than the Internship: Investment & Client Solutions position at Wilshire in sunny Santa Monica, CA for Summer 2025! Wilshire has been a leader in the industry for over 50 years, helping clients optimize their financial outcomes, and now it’s your chance to join that mission. As an intern, you’ll dive into the world of institutional clients, private markets solutions, manager research, and portfolio management. Your tasks may include crafting impactful presentations, tackling client queries, conducting portfolio analyses, and identifying investment opportunities. This 10-week immersive program offers a unique glimpse into the daily operations of a renowned investment firm while also building connections with fellow interns. At Wilshire, you can expect robust mentorship from industry experts, fostering your personal and professional growth. This internship is especially designed for undergraduate students aiming for graduation between December 2025 and June 2026, and we encourage all majors to apply! You'll need a passion for the investment industry, solid analytical skills, and a collaborative spirit to thrive. Plus, with a competitive pay of $25/hour and the chance to earn an annual discretionary bonus, this internship is a fantastic way to gain valuable experience. Apply before January 17, 2025, and get ready to embark on an exciting journey at Wilshire!

Frequently Asked Questions (FAQs) for Internship: Investment & Client Solutions (Summer 2025) Role at Wilshire Advisors LLC
What can I expect during the Internship: Investment & Client Solutions at Wilshire?

During your Internship: Investment & Client Solutions at Wilshire, you can expect a hands-on experience where you'll be deeply integrated into institutional client interactions, portfolio analysis, and investment strategy discussions. You'll work closely on real projects, learn from seasoned professionals, and gain valuable insights into the investment management industry.

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What qualifications do I need for the Internship: Investment & Client Solutions at Wilshire?

To qualify for the Internship: Investment & Client Solutions at Wilshire, you should be pursuing a bachelor's or master's degree, expecting to graduate between December 2025 and June 2026. While all majors are welcome, any prior experience in investment management, banking, or financial services is advantageous. A knack for analytical thinking and teamwork is essential too!

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What will be my responsibilities as an intern at Wilshire?

As an intern at Wilshire, your responsibilities will include creating presentations, addressing client inquiries, conducting portfolio analyses, and engaging in the identification of investment opportunities. This diverse exposure will give you practical understanding and skills essential for a career in investment management.

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Is there a mentorship program as part of the Internship at Wilshire?

Absolutely! At Wilshire, the internship program emphasizes mentorship. You'll have the chance to connect with thought leaders and industry experts, providing you with guidance, advice, and insights that can vastly enhance your career trajectory in investment management.

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What is the pay for the Internship: Investment & Client Solutions at Wilshire?

The pay for the Internship: Investment & Client Solutions at Wilshire is competitively set at $25/hour. Additionally, you could be eligible for an annual discretionary bonus, making this opportunity not just rewarding in experience but also financially beneficial.

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How long does the Internship: Investment & Client Solutions at Wilshire last?

The Internship: Investment & Client Solutions at Wilshire lasts for 10 weeks during the summer of 2025. It promises to be an engaging experience packed with learning opportunities and networking, essential for your growth in the financial sector.

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How do I apply for the Internship: Investment & Client Solutions at Wilshire?

To apply for the Internship: Investment & Client Solutions at Wilshire, you should submit your application before the deadline of January 17, 2025. Ensure that your resume highlights relevant experiences and showcases your enthusiasm for the investment industry.

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Common Interview Questions for Internship: Investment & Client Solutions (Summer 2025)
What interests you about the investment management field?

When answering this question, share your passion for financial markets and how they influence global economies. Discuss any relevant academic or personal experiences that sparked your interest, and connect them to the values and mission of Wilshire.

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Can you describe a time you worked on a team and what role you played?

Use the STAR method (Situation, Task, Action, Result) to frame your response. Discuss a specific experience where your collaborative skills were essential, emphasizing how you contributed effectively within the team and what you learned from the interaction.

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How do you prioritize tasks when working on multiple projects?

Demonstrate your organizational and time management skills by outlining your approach to prioritization. You can mention using tools like to-do lists or digital planners and how you decide which tasks require immediate attention and which can be scheduled for later.

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What analytical skills do you bring to the Internship: Investment & Client Solutions?

Highlight your analytical strengths by discussing your experience with data interpretation and problem-solving. Provide examples where you utilized quantitative or qualitative analysis in an academic or prior internship context to achieve positive outcomes.

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Why do you want to intern specifically at Wilshire?

Articulate your reasoning by reflecting on Wilshire's reputation, commitment to innovation in investment strategies, and its focus on mentorship. Connect your career goals with how Wilshire's values align with what you're looking for in an internship experience.

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Describe a challenging situation you faced in a previous role and how you overcame it.

Choose a specific challenge and walk through the steps you took to address it. Emphasize your problem-solving skills and resilience, discussing how the experience taught you valuable lessons applicable to the internship at Wilshire.

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What do you know about Wilshire and its investment approach?

Research Wilshire's history, investment strategies, and clientele before the interview. Showcase your knowledge by discussing key aspects of their philosophy and how it informs their advisory services, reflecting your interest in being part of their team.

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How comfortable are you with financial modeling and data analysis software?

Express your proficiency level with relevant software and your willingness to learn. If you have specific examples of tools you've used, such as Excel for financial modeling or insights drawn from data analysis, include those to support your comfort level.

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What are your long-term career goals in the investment industry?

Articulate your aspirations clearly, focusing on how you envision your career unfolding in the investment sector. Relate your goals to what you can learn and achieve during your internship at Wilshire, reinforcing your enthusiasm for growth.

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How would you handle receiving critical feedback from a colleague or supervisor?

Discuss your openness to constructive criticism by providing examples of how you implemented feedback in past experiences to improve your work. Emphasize the importance of collaborative growth and the value of learning from peers.

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Internship, hybrid
DATE POSTED
November 29, 2024

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