Analyst, Trade Operations

What you’ll do:

• Trade set up, settlement, confirmation support, reconciliation and reporting
• Trading systems maintenance and support
• Model maintenance and support
• Trade compliance reporting
• Onboarding new brokers, custodians and administrators
• Maintain policy and procedures

Qualifications:

• Bachelor’s degree in business, finance, accounting, or relevant field of study
• 0-2 years of industry experience; trading or trade operations capacity highly preferred
• Familiarity with trade order management or fund accounting systems preferred
• Familiarity with Bloomberg, Morning Star and industry relevant systems preferred
• Proficiency with Microsoft Office with strong Excel skills; ability to write macros preferred
• Knowledge of cash, equity and fixed income asset classes; derivatives preferred
• Strong verbal and written communication skills
• Strong quantitative and analytical skills; experience with security valuation modeling preferred
• Positive attitude and motivation, good organization, punctuality and attention to detail
• Team player with the ability to thrive in a dynamic and fast paced environment
• Entrepreneurial spirit
• Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.

Additional Information:

This position will work on a hybrid model out of our Santa Monica or Pittsburgh office. 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.

Pay Range:

The pay range for this position is $26 - $32/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience.

Benefits:

• Comprehensive benefits package
• Collaborative work environment
• Generous PTO
• 401(k) match
• Affordable & comprehensive medical/dental/vision insurance
• CFA and other professional membership reimbursement

About the Role:

Wilshire is looking for a Sr. Analyst to join our Trade Operations team. This is a central group that supports the trading needs of multiple business platforms. As a Sr. Analyst, you will focus on all parts of the trade life cycle including order set up, execution, settlement, pre and post check compliance, and reconciliation. You will be tasked with the operation, maintenance and development of our trading technologies including the order management system, proprietary trading models, and third-party systems.

Responsibilities:

This is a highly visible team that often operates in high pressure environments.

Requirements:

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.

Skills:

• Reasonable accommodations for individuals with disabilities
• Equal Employment Opportunity
• Political Contributions

Benefits:

• Comprehensive benefits package
• Collaborative work environment
• Generous PTO
• 401(k) match
• Affordable & comprehensive medical/dental/vision insurance
• CFA and other professional membership reimbursement

Schedule:

This position will work on a hybrid model out of our Santa Monica or Pittsburgh office.

Pay:

The pay range for this position is $26 - $32/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience.