Senior Trade Operations Analyst - High-Impact Data Driven

Wilshire-Advisors-LLC; Pittsburgh (Allegheny County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

401(k) match

Health insurance

Dental insurance

Vision insurance

PTO

CFA reimbursement

Job summary

Wilshire is seeking a Sr. Analyst to join our Trade Operations team, supporting the trading life cycle from set up to reconciliation. The role involves maintaining trading technologies, order management systems, and compliance reporting, in a high-pressure environment.

Requirements include a Bachelor's degree in business/finance, 0–3+ years in trading/trade operations, strong Excel skills, and familiarity with Bloomberg and Morningstar. Hybrid work from Santa Monica or Pittsburgh office.

Qualifications

• Bachelor’s degree in business, finance, accounting, or relevant field of study
• 0-3+ years of industry experience; trading or trade operations capacity highly preferred
• Familiarity with trade order management or fund accounting systems
• Familiarity with Bloomberg, Morningstar and industry relevant systems
• Proficiency with Microsoft Office with strong Excel skills; ability to write macros
• 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
• Interest in leveraging approved AI-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs, while applying sound judgment, attention to detail, and adherence to firm policies.

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

Skills

Strong Excel skills

Microsoft Office

Communication skills

Quantitative analysis

Attention to detail

Team player

Adaptability in fast-paced env

AI-enabled tools usage

Education

Bachelor’s degree in business, finance, accounting, or relevant field

Tools

Bloomberg

Morningstar

Trade order management systems

Fund accounting systems

Job description

Wilshire is seeking a Sr. Analyst to join our Trade Operations team, supporting the trading life cycle from set up to reconciliation. The role involves maintaining trading technologies, order management systems, and compliance reporting, in a high-pressure environment.

Requirements include a Bachelor's degree in business/finance, 0–3+ years in trading/trade operations, strong Excel skills, and familiarity with Bloomberg and Morningstar. Hybrid work from Santa Monica or Pittsburgh office.