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Wilshire · 15 hours ago

Operational Optimization Analyst

Conshohocken, PA

Full-time

Hybrid

Mid Level

$95K/yr - $125K/yr

3+ years exp

Wilshire is a leading organization dedicated to improving financial outcomes for investors through customized portfolio solutions. They are seeking an Operational Optimization Analyst to join their Data and Analytics team, where the role involves supporting operations evaluations, data analysis, and process improvement initiatives for fund and investment management clients.

AdviceFinance

Responsibilities

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

Qualification

Financial modelingData analysisProcess improvementExcelPower BIProject managementInterpersonal skillsCommunication skillsOrganizational skillsTeam player

Required

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

Benefits

Generous PTO

401(k) match

Affordable & comprehensive medical/dental/vision insurance

CFA and other professional membership reimbursement

Company

Wilshire

Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 500 leading institutional investors and financial intermediaries.

Founded in 1972

Santa Monica, California, USA

201-500 employees