Operational Optimization Analyst

Wilshire is seeking an Operational Optimization Analyst to join our Data and Analytics team. This highly collaborative position provides significant exposure to multiple business functions clients and strategic initiatives. The Operational Optimization Analyst will support operations evaluations data analysis process improvement and implementation of strategic projects focused on optimizing cost and operational structures for our fund and investment management clients all while developing and maintaining strong client relationships.

What youll do:

• Collect validate and analyze financial and operational data from various platforms and counterparties.
• Develop maintain and optimize financial models and dashboards; build impactful presentations and data visualizations (Excel PowerPoint Power BI).
• Assist in the development composition and implementation of various strategic solutions for clients and other valued stakeholders.
• Complete process evaluations and vendor assessments including providing detailed insight and documentation about industry standards market trends vendor performance etc.
• Analyze improve and streamline operational processes and controls; recommend process enhancements and insourcing/outsourcing evaluations to improve efficiency and data quality.
• Support implementation of new processes technologies systems and vendor solutions; identify and recommend automation (e.g. using macros advanced programming etc.) for repetitive tasks.
• Serve as a point of contact for clients: communicate analysis process changes and implementation updates; respond to client queries.
• Lead or support project management activities for strategic initiatives and client engagements including the preparation of meeting agendas and presentations capturing minutes tracking actions through completion and driving milestones through completion. 
• Prepare and review operational analyses pickup reports and other operations-related documentation.
• Assist with client management reporting board reporting and other ad hoc data requests.
• Collaborate cross-functionally with Investment Finance Technology and other external partners to implement operational and client project solutions.
• Travel as needed (10-20%) for client meetings onboarding and project delivery.

Qualifications :

• Bachelors degree in Finance Accounting Economics or related field required; Masters in related fields or professional certifications (e.g. CPA CFA etc.) is a strong plus.
• 3-5 years of relevant professional experience; background in fund operations asset management investment banking or management consulting preferred. Accounting firm or audit experience with a financial services focus also valued.
• Strong analytical and quantitative skills; advanced proficiency in Excel required with experience in Power BI or data visualization tools a plus.
• Experience developing and maintaining financial models and client presentations (PowerPoint).
• Strong organizational project management and multi-tasking abilities.
• Demonstrated experience in process analysis process improvement or technology adoption/implementation.
• Outstanding interpersonal and verbal communication skills; experience supporting client relationships is essential.
• Self-motivated team player: reliable collaborative and resourceful with a high degree of professionalism and integrity.
• Willingness and ability to learn new systems and adapt in a technology-driven environment.

Additional Information :

• This position will work on a hybrid model out of our Conshohocken 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.

The pay range for this position is $95000 - $125000. 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.

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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 or .

Remote Work :

No

Employment Type :

Full-time