Associate/Sr. Associate, M&A and FP&A Support

Company Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.

Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

Job Description

We are seeking a highly motivated Associate/Sr. Associate to join our dynamic finance team and contribute to our growth. The successful candidate will primarily support M&A transaction activity from diligence through integration as well as be a key contributor to the FP&A function particularly for revenue reporting, deck presentation, and creating KPIs and dashboard reports.

We are seeking a key contributor to Wilshire’s strategic initiatives and business growth. If you are a proactive and critical thinker with an understanding of the bigger picture and a passion for finance, we’d like to hear from you!

What you'll do:

• Conduct detailed financial modeling and valuation analysis for potential M&A transactions, including acquisitions and divestitures
• Perform comprehensive due diligence to assess the financial health of target companies
• Create post-combination P&L, cash flow and debt leverage projections
• Prepare investor-focused requests in relation to quarterly performance, M&A transactions, and budgets/forecasts
• Partner with cross-functional teams to prepare and analyze revenue reports, identify key trends and insights to support strategic decision-making
• Develop firm-wide KPI dashboards and work across functions to gather data, create consistent definitions, and build a data repository
• Assist in the preparation of pitch books, presentations, and other materials that spans from Wilshire as a firm to annual budget decks

Qualifications

What you have: 

• Experience: Progressive experience in financial analysis and M&A transaction evaluation, Investment Banking or Corporate Development experience required
• Modeling: Ability to create organized, thorough transaction models that include P&L, cash flows, working capital, and debt leverage
• Communication Skills: Ability to communicate effectively across functions
• Technical Skills: Strong proficiency in Excel and PowerPoint
• Adaptability: Motivated and able to adapt styles in a fast-paced environment
• Strategic Thinking: Ability to think strategically and understand underlying business drivers

Additional Information

• This position will work on a hybrid model out of our Santa Monica, New York offices
• We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

The pay range for this position is $85,000-$125,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

Visit www.wilshire.com for additional company information. 

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5.  As such, you may be required to disclose your prior political contributions.  

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation.  Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment.  In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business.  We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at [email protected] or 310-584-6011.

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