Client Solutions Analyst - Hybrid Investment Reporting
Wilshire Advisors LLC
Wilshire Advisors LLC in Santa Monica is seeking a qualified Client Solutions Analyst to work with intermediary clients and cross‑functional teams on investment topics and client deliverables. You will review quarterly fund data, understand client mandates, and liaise between clients, external partners, and internal stakeholders, in a hybrid Santa Monica office with opportunities for CFA-related development. #J-18808-Ljbffr Wilshire Advisors LLC
- Wilshire is seeking a qualified and passionate Client Solutions Analyst in Santa Monica, CA, with a hybrid work model. The role focuses on servicing intermediary clients, producing investment reports and decks, and ensuring data accuracy across client deliverables. The...Suggested
- Wilshire is seeking a qualified Client Solutions Analyst to join our Santa Monica team on a hybrid basis. You will work with intermediary clients and cross-functional Wilshire teams on investment topics, producing reports, decks, and questionnaires while ensuring data accuracy...Suggested
$70k - $77k
...a qualified and passionate Client Solutions Analyst. What youll do: Work with... ...Wilshire teams on on-going investment topics and materials... ...deliverables including investment reports presentation decks... ...This position will work on a hybrid model out of our Santa Monica...SuggestedFull timeWork at officeRemote work$95k - $105k
...The Client Reporting Analyst is a member of the Client Reporting and Performance Team responsible... ...critical thinking, and a proactive, solutions-oriented approach to understanding issues... ...compliance with the Global Investment Performance Standards (GIPS®) and account...Suggested$98.2k - $214.6k
...of funds flow data architecture, calculation environments, andreporting solutions that support financial and operational decision-makingacross the health system. As the Financial Systems & Reporting Lead, youwill play a key role in the comprehensive redesign and...SuggestedWork at office$70.34k - $111.84k
Summary The HR Technology & Reporting Analyst is an intermediate role within... ...projects. Location Hybrid work schedule; this position... ...Leadership, Team Members, and clients. Participate in scheduled and... ...scheduled activities, recommend solutions or alternate methods to meet...Work at officeRemote work- ...Analyst, Investor Communications & Marketing... ...Mission “Achieving Client Success through... ...The Firm’s senior investment professionals have... ...Position Overview Reporting to the Associate Director... ...Proactive, solutions-oriented approach... ...standards This is a hybrid position based in...Work at office
- ...currently has an exciting opportunity for a Nat’l IP/PP Solutions Analyst!The Industrial Print Solutions Analyst reports to the Director of Industrial Print Solutions of... ...-sales environment, this person will:Work with client including primary contact, operators and...For contractorsWork at office
$70k - $115k
...a SEC Registered Investment Advisor and leading... ...investment solutions by leveraging its... ...RFA assists its clients in the implementation... ...and experienced Analysts and Associates for... ...performance reporting, hold/sell analyses... ...package includes: ~Hybrid schedule...Work experience placementInternshipWork at officeRemote work3 days per week$212k - $318k
...part of our people and investments business at Marsh.... ...Marsh office. This is a hybrid role that has a requirement... ...Group provides clients with high-quality actuarial... ...and deliver client reports and presentations summarizing... ...strategies or solutions • Provide high-level...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- DLA Piper is seeking an HR Technology & Reporting Analyst to support and maintain the HCM system and assist in various technical projects. This... ...data flows. The position entails participation in the hybrid work model, offering flexibility in work location, with offices...
$41.82 per hour
...Sustainability Analyst Santa Monica, CA Schedule/Shift... ..., 8:00 AM-5:00 PM; Hybrid, 4 days onsite Pay: $4... ...greenhouse gas accounting and reporting, sustainable packaging... ...of new sustainability solutions. Prepare and maintain... ...candidate journey and client experience. Benefits...Hourly payContract workFor contractorsMonday to FridayShift work$41.82 per hour
...html Sustainability Analyst Job Snapshot •... ...: Santa Monica, CA | Hybrid • Pay: $41.82 - $4... ...support EPR registrations, reporting, and fee calculations... ...Eastridge Workforce Solutions offers the following... ...time to time Eastridge's clients may offer additional...Full timeContract workTemporary workWork at officeLocal areaRemote workShift work$141.65k - $226.64k
...experiences, and backgrounds, investing in a culture designed... ...day: Integrity, Client Focus, Diverse... ...Risk and Quantitative Solutions Analyst at Capital Group Capital... ..., Methodology, and Reporting Develop and enhance frameworks... ...Learn more about our hybrid schedule Learn more...Temporary workLocal areaFlexible hours$93.5k - $145k
...Mercer. This is a hybrid role that has a requirement... ..., you will lead client engagements... ...providing direction to analysts and associates.... ...and review client reports or presentations... ...recommend strategies or solutions. What you... ..., people and investments, and management consulting...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Group in Los Angeles is seeking a Portfolio Reporting Analyst to join their finance team. You will prepare monthly and quarterly investment reports, and support the portfolio manager with data-driven analyses to inform client decisions. The role requires a Bachelor’s degree...
- Latham & Watkins is seeking an OGC Analyst - Conflicts Reporting to prepare and analyze standard conflicts reports for incoming attorneys and new client business. The role supports a hybrid work schedule with in-office presence in Los Angeles, New York, Boston, Chicago...Work at office
$150k - $225.5k
...of our People and Investment business at Marsh.... ...locations. This is a hybrid role that has a... ..., you'll manage client projects focused on... ...provide direction to analysts and associates,... ...and review client reports or presentations to... ...recommend a strategy, solution, or plan design to...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$117k - $175k
...of our People and Investments business at Marsh.... ...locations. This is a hybrid role that has a... ..., you will manage client projects focused on... ...direction to analysts and associates.... ...and review client reports and presentations... ...strategies, and propose solutions or plan designs....Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$80k - $95k
...Senior Quality Assurance Analyst to join their growing... ...will work in a hybrid capacity from one of our... ...testing documentation and reporting on test process and... ...consulting and software solutions to the property & casualty... ...value to our clients by offering innovative...Work experience placementWork at office- ...consulting firm is seeking an experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams. This hybrid role requires managing client projects focused on health benefits strategies, leading financial evaluations, and collaborating with clients....
- Equiliem is seeking a Sustainability Analyst in Santa Monica, CA. This role focuses on greenhouse gas accounting, reporting, and sustainable packaging practices across operations... ...Greenhouse Gas Protocol. The position is hybrid, with four days onsite in Santa Monica. #J-...
- ...credit coverage for non‑investment‑grade and sponsor‑backed clients across the United States... ...deliver asset‑backed lending solutions. Your work helps us... ...coordinating third‑party reports, management meetings, and... ...) or Chartered Financial Analyst (CFA) designation Familiarity...
$34 per hour
...Workforce (AGW) is seeking an Analyst, International Media - Hybrid position with a Major... ...Ensure media reports from agencies are collected... ...Minority and Veteran workforce solutions company. AGW delivers operational... .... The company supports clients with reliable staffing,...Hourly payContract workWork at officeLocal areaFlexible hoursShift work$30 per hour
.... Customer Service analysts deliver service and support... ..., evaluate, and report issues to management that... ...problems and develops solutions within appropriate... ...based or U.S. customer or client-facing roles may be... ...#401(k) Savings and Investment Plan with company match...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$75k - $95k
Senior Associate, Business Analyst, Enterprise Technology... ...practical, scalable solutions to global challenges... ...Department. This role reports to the Product Manager... ...environment on a hybrid schedule consisting of... ...and passion with both clients and colleagues. We are...Full timeContract workTemporary workCasual workWork at officeRemote workFlexible hours3 days per week- ...perspectives, experiences, and backgrounds, investing in a culture designed to celebrate... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...and learn new ones “I can succeed as a Solutions Analyst at Capital Group”Capital Solutions Group...Full timeTemporary workLocal areaFlexible hours
$40k - $85k
...create value for clients through reputation... ...intelligence and data solutions, world-class... ...to hire a group of Analysts to join our best-in... ...such as toplines, reports, visualizations, presentations... ...top talent. We invest in our people... ...we’ve adopted a hybrid approach, with...Work at office$90k - $115k
...s leading independent global investment firms, Invesco is dedicated to... ...possibilities for our clients. By delivering the combined power... ...26.About the Role:The Senior Analyst partners with Investment Managers... ...and annual property reports and budgets for a portfolio of...Full timeWork at officeWorldwideFlexible hours$150k
...SummaryTCW’s Sustainable Investment Team is composed of analysts that have fundamental asset... ..., product specialists, client services, compliance, and... ...Sustainable Investment team and reports to the Head of... ...about issues and develops solutions that thoughtfully consider...Full timeWork experience placementWork at officeRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Solutions Analyst - Hybrid Investment Reporting. Be the first to apply!
- IT audit analyst Santa Monica, CA
- petroleum analyst Santa Monica, CA
- client delivery analyst Santa Monica, CA
- analyst market research Santa Monica, CA
- data loss prevention analyst Santa Monica, CA
- compensation and benefits analyst Santa Monica, CA
- credentialing analyst Santa Monica, CA
- benefit analyst Santa Monica, CA
- people analytics analyst Santa Monica, CA
- crime analyst Santa Monica, CA




