Operational Optimization Analyst
Wilshire Advisors LLC
Full-time
On-site
Conshohocken Pennsylvania United States
Automotive Service Advisor / Writer
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
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 you’ll 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
Bachelor’s degree in Finance, Accounting, Economics, or related field required; Master’s 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 $95,000 - $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.
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
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 you’ll 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
Bachelor’s degree in Finance, Accounting, Economics, or related field required; Master’s 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 $95,000 - $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.