Operational Optimization Analyst

Wilshire Advisors LLC•Conshohocken, PA

5h•$95,000 - $125,000•Hybrid

About The Position

Wilshire is seeking an Operational Optimization Analyst to join our Data and Analytics team. This highly collaborative position provides significant exposure to multiple business functions, clients, and strategic initiatives. The Operational Optimization Analyst will support operations evaluations, data analysis, process improvement, and implementation of strategic projects focused on optimizing cost and operational structures for our fund and investment management clients, all while developing and maintaining strong client relationships.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field required
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.

Nice To Haves

Master’s in related fields or professional certifications (e.g., CPA, CFA, etc.) is a strong plus.

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.