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 expectationsServe as the liaison between internal departments and clients, ensuring seamless communication and collaborationCoordinate with marketing, legal, and compliance teams to develop client and product materials, presentations, DDQs, and investment reports, ensuring accuracyBe knowledgeable of compliance with regulatory requirements and coordinate documentation and filings to complyAssist with client on-boarding, initiating KYC and following through to ensure documents are processed in a timely mannerAssist with the regular investor services task to be performed with our fund administrator, ensure production and validation of all monthly trade activity from investorsStay informed about market trends, industry developments, and competitive landscape to provide clients with relevant insights and opportunitiesPrepare 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
