Senior Financial Data 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 a Senior Financial Data Analyst to join our team. In this role, you will leverage your expertise in financial modeling, data analysis, and automation to deliver valuable insights and solutions to clients and internal stakeholders. Through building and enhancing analytical tools, developing efficient processes, and communicating findings to client executives, you will play a key part in optimizing fund performance and supporting client initiatives. If you are a proactive problem solver with strong communication skills and a passion for delivering value through analytics, we encourage you to apply.
What you’ll do:
Build, maintain, enhance, and present financial models to optimize fund expenses and other performance metrics
Develop and maintain automated solutions to enhance operating efficiency
Develop and maintain relational databases
Monitor and track expenses and fund/firm performance in accordance with client engagement initiatives, including calculation and review of savings and pickup analysis
Serve as a trusted client resource, including presenting periodic findings and analysis to client executive management
Work with various business functions in reviewing annual financial targets/goals, analysis, and measurement to meet top line product attainment
Analyze global performance of funds, including financial and other operational KPI’s for various clients
Support ParkLexington Business Team for data discovery and visualization, including sharing and collaborating on best practices
Perform monthly financial and operational analysis for various funds
Partner with ParkLexington Leadership team to create a long term strategic, financial, and operational model ensuring continued business growth
Visualize large data sets to find trends and clusters to build machine learning models
Address business ad-hoc projects and analysis as necessary
Qualifications
Master’s degree in analytics, finance or related fields.
3+ years of related work experience in the asset management industry with a focus on financial modelling or FP&A a plus
Prior experience in financial services or robotic process automation (RPA) a plus
Outstanding financial skills with financial modelling and data visualization expertise
Experience with visualization tools like Power BI, Tableau and Visio
Experience building supervised and unsupervised machine learning models
Proficient in RDBMS and data query languages like SQL
Proficiency in Python, R, Microsoft Excel; experience with any other statistical modeling tools is a plus
Analytical approach to work with problem solving skills and initiative
Excellent communication skills and client facing experience
Ability to work on your own and identify value in an unstructured situation and meet deadlines
Strong work ethic, collaborative approach, and positive attitude
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 $120,000-$140,000. 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.
#LI-Hybrid
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 a Senior Financial Data Analyst to join our team. In this role, you will leverage your expertise in financial modeling, data analysis, and automation to deliver valuable insights and solutions to clients and internal stakeholders. Through building and enhancing analytical tools, developing efficient processes, and communicating findings to client executives, you will play a key part in optimizing fund performance and supporting client initiatives. If you are a proactive problem solver with strong communication skills and a passion for delivering value through analytics, we encourage you to apply.
What you’ll do:
Build, maintain, enhance, and present financial models to optimize fund expenses and other performance metrics
Develop and maintain automated solutions to enhance operating efficiency
Develop and maintain relational databases
Monitor and track expenses and fund/firm performance in accordance with client engagement initiatives, including calculation and review of savings and pickup analysis
Serve as a trusted client resource, including presenting periodic findings and analysis to client executive management
Work with various business functions in reviewing annual financial targets/goals, analysis, and measurement to meet top line product attainment
Analyze global performance of funds, including financial and other operational KPI’s for various clients
Support ParkLexington Business Team for data discovery and visualization, including sharing and collaborating on best practices
Perform monthly financial and operational analysis for various funds
Partner with ParkLexington Leadership team to create a long term strategic, financial, and operational model ensuring continued business growth
Visualize large data sets to find trends and clusters to build machine learning models
Address business ad-hoc projects and analysis as necessary
Qualifications
Master’s degree in analytics, finance or related fields.
3+ years of related work experience in the asset management industry with a focus on financial modelling or FP&A a plus
Prior experience in financial services or robotic process automation (RPA) a plus
Outstanding financial skills with financial modelling and data visualization expertise
Experience with visualization tools like Power BI, Tableau and Visio
Experience building supervised and unsupervised machine learning models
Proficient in RDBMS and data query languages like SQL
Proficiency in Python, R, Microsoft Excel; experience with any other statistical modeling tools is a plus
Analytical approach to work with problem solving skills and initiative
Excellent communication skills and client facing experience
Ability to work on your own and identify value in an unstructured situation and meet deadlines
Strong work ethic, collaborative approach, and positive attitude
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 $120,000-$140,000. 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.
#LI-Hybrid