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Wilshire · 2 hours ago

Internship: Client Solutions (Summer 2026)

Santa Monica, CA

Internship

Hybrid

Intern

$25/hr - $25/hr

Start in 2026 Summer

Wilshire is a company dedicated to improving financial outcomes for investors through customized portfolio solutions. For Summer 2026, they are seeking highly motivated undergraduate interns to support their Investment Consulting and Client Solutions team by preparing materials, assisting with client deliverables, and contributing to investment education.

AdviceFinance

Responsibilities

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

Qualification

FinanceInvestmentsMicrosoft OfficeClient Service ExperienceAnalytical MindsetEager to LearnCommunication SkillsInterpersonal SkillsAttention to DetailTime ManagementCollaborationSelf-Starter

Required

Working 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

Benefits

Generous PTO

401(k) match

Affordable & comprehensive medical/dental/vision insurance

CFA and other professional membership reimbursement

And more

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.

Founded in 1972