Analyst, Trade Operations

As part of the Wilshire family, you’ll contribute to an organization that helps investors improve their financial outcomes. For over 50 years, Wilshire has provided 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.

About the role

Wilshire is looking for a Sr. Analyst to join our Trade Operations team, a central group that supports the trading needs of multiple business platforms. You will focus on all parts of the trade life cycle, including order set-up, execution, settlement, pre- and post-trade compliance, and reconciliation. You will also operate, maintain, and develop our trading technologies, including the order management system, proprietary trading models, and third-party systems. This is a highly visible team that often operates in high-pressure environments.

Responsibilities

• 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

Requirements

• 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, Morningstar, 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

Schedule

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

Benefits

• Collaborative work environment
• Generous PTO
• 401(k) match
• Affordable and comprehensive medical, dental, and vision insurance
• CFA and other professional membership reimbursement

Pay

The pay range for this position is $26 – $32/hour. 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 benefits.