Internship: Investment & Client Solutions (Summer 2025)

As an intern at Wilshire in the Investment & Client Solutions program, you can expect to engage in a variety of tasks. Interns typically help create presentations, address client inquiries, conduct portfolio analysis, and assist in identifying investment opportunities. This role provides a hands-on experience that’s perfect for gaining insight into the inner workings of an investment management firm and the broader financial industry.

Candidates applying for the Internship in Investment & Client Solutions at Wilshire should be pursuing a bachelor's or master's degree, with an expected graduation date between December 2025 and June 2026. While all majors are encouraged to apply, prior experience through internships in investment management, investment banking, or related areas can be a plus. The ideal applicant will possess strong communication skills, excellent analytical abilities, and a collaborative spirit.

The Internship in Investment & Client Solutions at Wilshire is designed to provide you with invaluable industry experience. Working closely with teams in a hybrid environment, you'll learn about various aspects of investment management while developing crucial skills such as analytical thinking, communication, and collaboration. Additionally, the strong mentorship program will help you to network with professionals and build a foundation for your future career in finance.

Yes, the Internship in Investment & Client Solutions at Wilshire is a paid opportunity. Interns can expect a competitive pay rate of $25 per hour, which may vary based on factors such as qualifications, skills, and experience. Along with this attractive base pay, interns also have the potential eligibility for an annual discretionary bonus and access to health and financial benefits.

The application deadline for the Internship in Investment & Client Solutions at Wilshire is January 17, 2025. It’s important to submit your application on time to ensure that you are considered for this exciting opportunity.

During the Internship in Investment & Client Solutions at Wilshire, you will receive comprehensive training and mentorship from experienced professionals. Interns will have the opportunity to participate in workshops and sessions led by thought leaders at Wilshire, gaining insight into key investment concepts and operational practices within the firm.

Wilshire offers a unique internship experience in Investment & Client Solutions, where interns are immersed in a collaborative and engaging environment. The firm not only provides hands-on experience with real projects but also emphasizes mentorship and personal growth, helping you to develop both professionally and personally. Additionally, working in the beautiful Santa Monica office provides an inspiring setting that enhances creativity and productivity.

When answering this question, focus on your passion for finance and investment management, and how Wilshire’s commitment to improving investors’ financial outcomes resonates with your career goals. You might mention specific aspects of their operations that excite you, such as their approach to customized portfolio solutions or their innovative use of technology.

In responding to this question, emphasize the importance of active listening and effective communication. You could explain how you would take the time to understand the client’s concerns, ensure clarity in your responses, and collaborate with your team to resolve the issue effectively, thereby enhancing client satisfaction.

Provide a specific incident from your studies or previous work experiences where you successfully applied analytical skills. Describe the problem you faced, the steps you took to analyze the situation, and the positive outcome that resulted from your efforts. Structuring your answer using the STAR method (Situation, Task, Action, Result) can be effective.

Discuss the collaborative nature of investment management and how teamwork contributes to better decision-making. You can mention that diverse perspectives enhance creativity and lead to more effective investment strategies. Stress the value of working together to achieve common goals and drive success.

Mention any relevant software or tools you have experience with, such as Excel for data analysis, portfolio management systems, or any financial modeling software. This highlights your preparedness for the internship and indicates your ability to quickly adapt to Wilshire’s systems.

Share your strategy for time management and prioritization. Discuss how you evaluate the urgency and importance of tasks and how you utilize tools or methods, like to-do lists or project management software, to keep track of your assignments. This shows your organizational skills and ability to handle pressure.

Articulate your eagerness to learn about various aspects of investment management, including client solutions, analytics, and portfolio management. Mention the skills you wish to develop and how you see this internship contributing to your long-term career goals.

Reflect on a specific group project, whether academic or professional, to illustrate your ability to collaborate effectively. Highlight your role, how you contributed to the team dynamics, and any significant achievements or successful outcomes as a result of your collaborative efforts.

Mention specific resources you utilize to stay updated, such as financial news websites, industry publications, podcasts, or online courses. Emphasize your proactive approach to learning and adapting to trends that can impact investment strategies and client relationships.

Discuss key skills such as analytical thinking, communication, attention to detail, and the ability to work under pressure. You might also mention adaptability and a commitment to continuous learning, particularly in a fast-evolving field like investment management.