Trade Operations
About The Position
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. Wilshire is looking for an Associate/Sr. Associate to join our Trade Operations team. This is a central group that supports the trading needs of multiple business platforms. 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 contributes to important, time‑sensitive work while valuing collaboration, communication, and mutual support.
Requirements
- Bachelor’s degree in business, finance, accounting, or relevant field of study
- 4-6 years of industry experience; trading or trade operations capacity highly preferred
- Familiarity with trade order management or fund accounting systems preferred
- Familiarity with Bloomberg, Eze OMS, 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
Responsibilities
- 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
Benefits
- collaborative work environment
- generous PTO
- 401(k) match
- affordable & comprehensive medical/dental/vision insurance
- CFA and other professional membership reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
