Investment Consulting Analyst
The current posting asks for:
Proficiency in Microsoft Office (Access, Word, PowerPoint, Excel)
Read the employer’s full posting · Posted 2026-09-29
Review the skills in Wilshire's job postings and prepare examples from your own work. Candidate-reported questions and our suggested exercises are labeled separately below.
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[01] BY THE NUMBERS
Pulled straight from Wilshire's career page and public data sources. Linked figures open their source or a fuller breakdown.
Full Wilshire company profile[02] PRACTICE
Use the requirements below to choose relevant examples from your work. For each example, explain the problem, your contribution and the result. Ask your recruiter which skills the interview will cover.
The current posting asks for:
Proficiency in Microsoft Office (Access, Word, PowerPoint, Excel)
Read the employer’s full posting · Posted 2026-09-29
The current posting asks for:
8 years of experience in client services, relationship management, or similar role within the financial services industry
Experience in the wealth and/or retirement space, including knowledge of key firms, trends, and products utilized across the intermediary space is preferred
Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing excel
Read the employer’s full posting · Posted 2026-07-07
The current posting asks for:
8 years of experience in client services, relationship management, or similar role within the financial services industry
Experience in the wealth and/or retirement space, including knowledge of key firms, trends, and products utilized across the intermediary space is preferred
Proficiency with calculation and interpretation of standard investment performance metrics; ability to manage and manipulate data quantitatively utilizing excel
Read the employer’s full posting · Posted 2026-07-06
[03] APPLY LOGISTICS
Wilshire runs hiring on Smartrecruiters, so the application form is hosted there. Keep your contact details and work history consistent with your resume.
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Scoutify checks Wilshire's career page for new roles, so you can have Sniper apply to Wilshire's next opening that fits your filters, usually minutes after it goes up on Smartrecruiters. Sniper sends one application per posting, and the employer's confirmation email for most applications lands in Scoutify Mail.
ATS identified from the application URLs on Wilshire's recent postings
[04] FAQ
These answers draw on current listings and the available sources for Wilshire.
Scoutify currently lists 14 open roles at Wilshire. Follow the job links to check requirements and apply on the employer's career site.
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