Operational Optimization Analyst

Wilshire is seeking an Operational Optimization Analyst to join its Data and Analytics team. The role will support operations evaluations, data analysis, process improvement, and implementation of strategic projects focused on optimizing cost and operational structures for fund and investment management clients.

Requirements

• Collect, validate, and analyze financial and operational data from various platforms and counterparties.
• Develop, maintain, and optimize financial models and dashboards.
• Assist in the development, composition, and implementation of various strategic solutions for clients and other valued stakeholders.
• Analyze, improve, and streamline operational processes and controls.
• Support implementation of new processes, technologies, systems, and vendor solutions.
• Serve as a point of contact for clients and communicate analysis, process changes, and implementation updates.
• Lead or support project management activities for strategic initiatives and client engagements.
• 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.

Benefits

• Generous PTO
• 401(k) match
• Affordable & comprehensive medical/dental/vision insurance
• CFA and other professional membership reimbursement