Wilshire Advisors LLC

Operational Optimization Analyst

Wilshire Advisors LLC

3 days ago
Conshohocken, PA
Hybrid
Full Time
Senior
1 applicant
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Wilshire Advisors LLC
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About this role

An Operational Optimization Analyst at Wilshire supports operations evaluations, data analysis, and process improvement for fund and investment management clients. The role involves developing financial models, maintaining dashboards, and implementing strategic projects to optimize cost and operational structures while building client relationships.

Skills

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related fieldMaster’s in related fields or professional certifications (e.g., CPA, CFA, etc.)3-5 years of relevant professional experienceBackground in fund operations, asset management, investment banking, or management consultingAccounting firm or audit experience with a financial services focus
Wilshire Advisors LLC

About Wilshire Advisors LLC

wilshire.com

Wilshire is an investment advisory firm that delivers advisory services, advanced financial analytics, and market-leading indexes grounded in time-tested quantitative and qualitative insights. It supports institutional investors, asset managers, and advisors with portfolio construction, risk management, performance measurement, and custom investment solutions. Wilshire combines proprietary analytics and benchmark indexes with strategic consulting to help clients make data-driven decisions and improve long-term outcomes. Clients rely on the firm for its rigorous quantitative tools paired with experienced investment expertise.

About Wilshire Advisors LLC

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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