Trade Operations
Wilshire Advisors LLC
1 day ago
Full-time
On-site
Santa Monica California 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 looking for an Associate/Sr. Associate to join our Trade Operations team. This is 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 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. This is a highly visible team that contributes to important, time‑sensitive work while valuing collaboration, communication, and mutual support.
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
4-6 years of industry experience; trading or trade operations capacity highly preferred
Familiarity with trade order management or fund accounting systems preferred
Familiarity with Bloomberg, Eze OMS, 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
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.
The pay range for this position is $60,000 - $120,000. 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 looking for an Associate/Sr. Associate to join our Trade Operations team. This is 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 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. This is a highly visible team that contributes to important, time‑sensitive work while valuing collaboration, communication, and mutual support.
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
4-6 years of industry experience; trading or trade operations capacity highly preferred
Familiarity with trade order management or fund accounting systems preferred
Familiarity with Bloomberg, Eze OMS, 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
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.
The pay range for this position is $60,000 - $120,000. 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.