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Jobs at Wilshire (Now Hiring) — 25 open

Wilshire logoWilshire

Analyst/Sr. Analyst, Trade Operations

Santa Monica, California, United States · Hybrid

$55k–$75k/yr

Mid level

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…

Skills: Trade Life Cycle Management, Order Management Systems, Reconciliation, Trade Compliance, Microsoft Excel

Wilshire logoWilshire

Analyst/Sr. Analyst, Trade Operations

Pittsburgh, Pennsylvania, United States · Hybrid

$55k–$75k/yr

Mid level

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…

Skills: Trade Operations, Order Management Systems, Trade Settlement, Reconciliation, Trade Compliance

Wilshire logoWilshire

Analyst/Sr. Analyst, Trade Operations

Santa Monica, California, United States · Hybrid

$55k–$75k/yr

Mid level

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…

Skills: Trade Life Cycle Management, Order Management Systems, Reconciliation, Trade Compliance, Security Valuation Modeling

Wilshire logoWilshire

Analyst/Sr. Analyst, Investment Support

Amsterdam, North Holland, Netherlands · Hybrid

$60k–$80k/yr

Mid level

Company Description Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries. Our clients rely on us to…

Skills: Investment Analysis, Due Diligence, Market Research, Quantitative Analysis, Qualitative Analysis

Wilshire logoWilshire

Senior Analyst, Alternatives Investor Servicing

Chicago, Illinois, United States · Hybrid

$75k–$82k/yr

Mid level

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…

Skills: Client Relationship Management, Financial Analysis, Investment Performance Metrics, Data Manipulation, Excel

Wilshire logoWilshire

Senior Analyst, Alternatives Investor Servicing

Pittsburgh, Pennsylvania, United States · Hybrid

$75k–$82k/yr

Mid level

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…

Skills: Client Relationship Management, Financial Analysis, Investment Reporting, Data Manipulation, Excel

Wilshire logoWilshire

Senior Analyst, Alternatives Investor Servicing

Santa Monica, California, United States · Hybrid

$75k–$82k/yr

Mid level

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…

Skills: Client Services, Relationship Management, Financial Analysis, Investment Performance Metrics, Data Manipulation

Wilshire logoWilshire

Senior Analyst, Alternatives Investor Servicing

New York, New York, United States · Hybrid

$75k–$82k/yr

Mid level

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…

Skills: Client Relationship Management, Financial Analysis, Investment Reporting, Data Manipulation, Excel

Wilshire logoWilshire

Vice President, Client Solutions (Alternatives & Wealth)

Santa Monica, California, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Relationship Management, Client Services, Investment Product Knowledge, Financial Market Analysis, Data Manipulation

Wilshire logoWilshire

Vice President, Client Solutions (Alternatives & Wealth)

Chicago, Illinois, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Quantitative Analysis

Wilshire logoWilshire

Vice President, Client Solutions (Alternatives & Wealth)

Pittsburgh, Pennsylvania, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Relationship Management, Client Services, Investment Performance Metrics, Data Analysis, KYC

Wilshire logoWilshire

Vice President, Client Solutions (Alternatives & Wealth)

New York, New York, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Quantitative Analysis

Wilshire logoWilshire

Vice President, Client Solutions

Santa Monica, California, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Excel

Wilshire logoWilshire

Vice President, Client Solutions

Chicago, Illinois, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Quantitative Analysis

Wilshire logoWilshire

Vice President, Client Solutions

Pittsburgh, Pennsylvania, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Excel

Wilshire logoWilshire

Vice President, Client Solutions

New York, New York, United States · Hybrid

$110k–$175k/yr

Senior

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…

Skills: Client Relationship Management, Investment Product Knowledge, Financial Market Analysis, Data Manipulation, Quantitative Analysis

Wilshire logoWilshire

Analyst, Alternatives Manager Research

New York, New York, United States · Hybrid

$70k–$78k/yr

Entry level

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…

Skills: Quantitative Analysis, Qualitative Analysis, Due Diligence, Investment Memo Drafting, Microsoft Excel

Wilshire logoWilshire

AVP, Alternatives Manager Research (Secondaries)

Chicago, Illinois, United States · Hybrid

$110k–$150k/yr

Senior

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…

Skills: Private Equity Underwriting, Secondaries Investment, Manager Research, Due Diligence, Financial Analysis

Wilshire logoWilshire

AVP, Alternatives Manager Research (Secondaries)

Pittsburgh, Pennsylvania, United States · Hybrid

$110k–$150k/yr

Senior

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…

Skills: Manager Research, Due Diligence, Private Equity, Private Credit, Real Assets

Wilshire logoWilshire

AVP, Alternatives Manager Research (Secondaries)

New York, New York, United States · Hybrid

$110k–$150k/yr

Senior

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…

Skills: Manager Research, Due Diligence, Private Equity, Private Credit, Real Assets

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Showing 1–20 of 25

Wilshire logo

Analyst/Sr. Analyst, Trade Operations

Wilshire

Santa Monica, California, United States • Hybrid

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Mid level

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  • $55k–$75k/yr
  • Full-time
  • bachelor degree
  • Collaborative work environment, Generous PTO, 401(k) match, Medical insurance, Dental insurance, Vision insurance
  • Posted 4d ago
  • ~40 hrs/week

Responsibilities

The role focuses on the full trade life cycle, including order setup, execution, settlement, and reconciliation. It also involves maintaining trading technologies, proprietary models, and onboarding new brokers and custodians.

Requirements

Requires a bachelor's degree in business, finance, or accounting with 0-3+ years of industry experience, preferably in trade operations. Proficiency in Excel and familiarity with Bloomberg or Morning Star is highly desired.

Full job description

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 a Sr. Analyst to join our Trade Operations team. This is a central group that supports the trading needs of multiple business platforms. As a Sr. Analyst, 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 often operates in high pressure environments. 

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
  • 0-3+ years of industry experience; trading or trade operations capacity highly preferred
  • Familiarity with trade order management or fund accounting systems preferred
  • Familiarity with Bloomberg, 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
  • 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.

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 $26 - $32/hour. 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 or 310-584-6011.

  • Department: Operations and Risk Management
  • Compensation: USD 55000 - USD 75000 - yearly
  • Related keywords

    Trade OperationsOrder Management SystemSettlementReconciliationComplianceBloombergMorning StarExcel MacrosFixed IncomeEquityDerivativesSecurity ValuationFund AccountingTrade Life CycleSECInvestment Adviser

    About Wilshire

    LinkedInVisit site

    Investing for a better future

    Industry
    Financial Services
    Company size
    201-500 employees
    Founded
    1972
    Headquarters
    Santa Monica, CA
    LinkedIn followers
    38,632

    Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide. Investing involves risk, including the possible loss of entire principal. Past performance is not indicative of future results. There is no guarantee that investment objectives will be achieved. Diversification neither guarantees a gain nor protects against a loss. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Carefully consider the Wilshire Private Assets Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing. Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Wilshire or any of its affiliates. Click here for important disclosures: https://www.wilshire.com/solutions/wilshire-private-assets-fund

    Offices: 1299 Ocean Avenue,, Suite #600, Santa Monica, CA 90401, US · 34/F Jardine House, 1 Connaught Place, Suite 3412, Central, HK · 210 Sixth Avenue, Suite 3720, Pittsburgh, PA 15222, US · 222 West Adams Street, Suite 1880, Chicago, IL 60606, US · 370 Interlocken Boulevard, Suite 620, Broomfield, CO 80021, US

    fiduciary servicesindex creationprivate marketsconsulting servicesdiscretionary servicesequity analyticsfixed income analyticspeer comparisonfactor analyticsERISA
    View all jobs at Wilshire

    About Wilshire

    LinkedInVisit site

    Investing for a better future

    Industry
    Financial Services
    Company size
    201-500 employees
    Founded
    1972
    Headquarters
    Santa Monica, CA
    LinkedIn followers
    38,632

    Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide. Investing involves risk, including the possible loss of entire principal. Past performance is not indicative of future results. There is no guarantee that investment objectives will be achieved. Diversification neither guarantees a gain nor protects against a loss. Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy. Carefully consider the Wilshire Private Assets Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing. Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Wilshire or any of its affiliates. Click here for important disclosures: https://www.wilshire.com/solutions/wilshire-private-assets-fund

    Offices: 1299 Ocean Avenue,, Suite #600, Santa Monica, CA 90401, US · 34/F Jardine House, 1 Connaught Place, Suite 3412, Central, HK · 210 Sixth Avenue, Suite 3720, Pittsburgh, PA 15222, US · 222 West Adams Street, Suite 1880, Chicago, IL 60606, US · 370 Interlocken Boulevard, Suite 620, Broomfield, CO 80021, US

    fiduciary servicesindex creationprivate marketsconsulting servicesdiscretionary servicesequity analyticsfixed income analyticspeer comparisonfactor analyticsERISA
    View all jobs at Wilshire

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