Wilshire ยท 5 hours ago
Analytics Data Associate
Wilshire is an organization dedicated to improving financial outcomes for investors through customized portfolio solutions. The Analytics Data Associate role focuses on maintaining and supporting analytics systems, including data uploading, report generation, and client support.
AdviceFinance
Responsibilities
Upload data into analytics systems and verify the output for accuracy and consistency
Generate reports and validate results to ensure accuracy
Support client inquiries and provide analytical explanations
Maintain risk dashboards to monitor risk exposure
Investigate and analyze data errors, identifying causes and implementing corrective actions to prevent recurrence
Support all areas of risk management
Communicate results internally and externally
Qualification
Required
3-5 years capital markets experience; or a quantitative master's degree + 1-2 years' experience
Proficiency in risk management tools and data analytics platforms
Experience with Microsoft Excel and VBA
Experience in finance and knowledge of investments
Demonstrated ability to identify, analyze and recommend potential solutions to problems
Takes initiative and is highly motivated
Works effectively and productively in a team
Able to multi-task and prioritize in a fast-paced environment
Strong communication skills
Bachelor's degree in finance, economics, business, or related field
Demonstrated flexibility and willingness to work additional hours during critical periods or special situations to ensure timely and accurate completion of key deliverables
Preferred
Familiarity with SQL, Python or other programming languages is a plus
Benefits
Generous PTO
401(k) match
Affordable & comprehensive medical/dental/vision insurance
CFA and other professional membership reimbursement
Company
Wilshire
Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries.
H1B Sponsorship
Wilshire has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)
Funding
Current Stage
Growth StageTotal Funding
unknown2020-10-02Acquired
Recent News
Institutional Investor
2025-10-10
2025-09-19
2025-09-10
Company data provided by crunchbase