Full-Time
Analyst – Trade Operations
Posted on 7/22/2026
Wilshire Advisors
Global investment advisory, consulting, and technology
Compensation Overview
$26 - $32/hr
Santa Monica, CA, USA + 1 more
More locations: Pittsburgh, PA, USA
Hybrid
Hybrid work is based out of the Santa Monica or Pittsburgh office.
Bachelor's
 Operations & Logistics |
|---|
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- A bachelor’s degree in business, finance, accounting, or a relevant field of study.
- Zero to two years of industry experience; trading or trade operations experience is highly preferred.
- Familiarity with trade order management or fund accounting systems is preferred.
- Familiarity with Bloomberg, Morningstar, and industry-relevant systems is preferred.
- Proficiency with Microsoft Office and strong Excel skills; the ability to write macros is preferred.
- Knowledge of cash, equity, and fixed-income asset classes; derivatives knowledge is preferred.
- Strong verbal and written communication skills.
- Strong quantitative and analytical skills; experience with security valuation modeling is preferred.
- Good organization, punctuality, attention to detail, motivation, and the ability to work effectively in a dynamic environment.
- Interest in using approved artificial intelligence-enabled tools to streamline work processes, enhance productivity, and support high-quality outputs while applying sound judgment and following firm policies.
- Perform trade setup, settlement, confirmation support, reconciliation, and reporting.
- Maintain and support trading systems.
- Maintain and support trading models.
- Prepare trade compliance reports.
- Onboard new brokers, custodians, and administrators.
- Maintain policies and procedures.
- Operate, maintain, and develop trading technologies, including the order management system, proprietary trading models, and third-party systems.
- Support the trading needs of multiple business platforms across the trade life cycle, including order setup, execution, settlement, pre- and post-check compliance, and reconciliation.
- Trading or trade operations experience.
- Familiarity with trade order management or fund accounting systems.
- Familiarity with Bloomberg, Morningstar, and industry-relevant systems.
- The ability to write Excel macros.
- Knowledge of derivatives.
- Experience with security valuation modeling.
Wilshire Advisors provides investment solutions and independent investment advice to clients worldwide. It started as an investment technology firm in 1972 and evolved into a global advisory company that offers investment products, consulting services, and technology solutions. Its approach centers on delivering objective guidance and practical ideas to help investors manage portfolios. The company differentiates itself through its long history, global reach, and emphasis on independent, non-biased recommendations rather than tied to a single product lineup. The goal is to help clients optimize investment outcomes with credible expertise, transparent advice, and access to diverse investment products and technology.
Company Size
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Company Stage
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Total Funding
N/A
Headquarters
Santa Monica, California
Founded
1972
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Simplify's Take
What believers are saying
- AAM Wilshire Infrastructure Fund launched August 25, 2026, opening wealth-channel distribution.
- Todd Cassler joined November 6, 2025, to accelerate global growth and partnerships.
- ParkLexington closed July 14, 2025, expanding fee optimization and data analytics.
What critics are saying
- Wilshire Indexes' UK arm entered administration in March 2026, triggering layoffs and asset sales.
- Selling flagship indexes like Wilshire 5000 exposes Wilshire to brand damage and client churn.
- Private-asset retail products face redemption pressure if infrastructure cash flows disappoint by 2027.
What makes Wilshire Advisors unique
- Since 1972, Wilshire bridges institutional consulting, analytics, and alternative product design across channels.
- Wilshire advises over $1.5 trillion, creating unmatched consultant credibility with allocators.
- Its private-markets stack spans Navigator, XTP, and ParkLexington, not one-off products.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Paid Vacation
Stock Options
Company Equity
Professional Development Budget
Conference Attendance Budget
Wellness Program
Mental Health Support
Gym Membership
Phone/Internet Stipend
Home Office Stipend
Company News
September 1, 2026 Private infrastructure moves further into the wealth channel. Another traditionally institutional asset class is making its way into wealth portfolios, and a newly launched interval fund illustrates how that transition is occurring. Private infrastructure is becoming increasingly accessible to individual investors as asset managers use interval funds to bring strategies once largely reserved for institutions into the wealth channel. Advisors Asset Management and Wilshire announced the launch of the AAM Wilshire Infrastructure Fund on August 25, offering individual investors exposure to private infrastructure investments across areas including digital infrastructure, transportation, utilities, energy transition, and social infrastructure. Sun Life Financial committed $150 million in seed capital to the fund. The fund plans to focus primarily on small- and middle-market infrastructure investments, providing another example of how interval funds are being used to package less-liquid private assets for individual investors. Unlike publicly traded infrastructure funds, private infrastructure strategies can invest directly in assets that may generate contractual or recurring cash flows over long periods. The interval fund structure can accommodate these less-liquid investments because shareholders receive periodic repurchase opportunities rather than daily liquidity. For advisors, the expansion of infrastructure into the wealth channel creates another potential portfolio allocation - but also another product category requiring careful comparison. Underlying assets, leverage, fees, valuation practices, portfolio diversification, and repurchase policies can differ significantly among funds. As private infrastructure joins private credit, real estate, and other institutional strategies in interval fund form, understanding both the investment and the structure through which it is offered becomes increasingly important.
With Intelligence by S&P Global and Wilshire have launched an enhanced version of Navigator, a platform designed to streamline private markets manager engagement. The portal combines automation, data intelligence and institutional reach to help fund managers share secure information and connect with appropriate investors during fundraising cycles. Built by With Intelligence, Navigator integrates with the company's Investor Solutions Market Maps to enable live, data-driven matching between investors and funds aligned with their allocation goals. The platform gives managers control over their data whilst providing real-time updates and access to Wilshire's institutional network. Wilshire manages over $123 billion in assets and advises on $1.5 trillion. The platform is now available for fund managers seeking to raise capital more strategically.
Wilshire appoints Todd Cassler as Chief Revenue Officer to drive global growth and distribution strategy. Santa Monica, Calif., November 6, 2025 - Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, today announced the appointment of Todd Cassler as Chief Revenue Officer (CRO). In this newly created role, Cassler will lead Wilshire's global growth and distribution strategy across its wealth, retirement, alternatives, and data & analytics businesses. He will be responsible for unifying the firm's enterprise and product-led sales motions, expanding partnerships across intermediaries and institutions, and driving revenue acceleration globally. Cassler reports directly to Jason Schwarz, Chief Executive Officer. "Wilshire sits at the intersection of several powerful industry megatrends - the convergence of institutional and retail investing, the democratization of alternatives, and the growing demand for data transparency and fiduciary solutions," said Jason Schwarz, CEO of Wilshire. "We already have an incredibly strong foundation: a trusted brand, luminary client relationships, and deep embeddedness across wealth, retirement, and institutional channels. Todd's experience scaling complex distribution organizations and leading cross-channel growth makes him the ideal leader to convert this positioning into accelerated, durable growth." Cassler joins Wilshire with more than 20 years of experience in financial services, building and leading businesses across wealth management, asset management, and institutional advisory. Before joining Wilshire, Todd served as Chief Growth Officer and Partner at Cerity Partners, where he was a member of the firm's Leadership Team responsible for driving enterprise growth strategy, sales, and execution. Prior to that, he was Chief Strategy & Growth Officer at Mariner, overseeing firmwide expansion initiatives across all business units. Earlier in his career, he held senior leadership roles at John Hancock Investments and Manulife Investment Management, including President of Financial Institutions and Advisory Solutions and Head of Institutional Distribution for the U.S. and EMEA regions. "Wilshire's platform is uniquely positioned - institutional in its depth, but accessible and scalable across wealth, retirement, and alternatives," said Cassler. "Few firms are as well aligned to where the industry is heading - bridging institutional expertise with retail reach. I'm excited to help accelerate this growth and deepen the partnerships that make Wilshire such a trusted and distinctive brand." Cassler's appointment underscores Wilshire's continued investment in scaling its commercial capabilities to meet rising demand from advisors, asset managers, and institutions seeking integrated, cross-channel investment solutions. The firm remains uniquely positioned as a leader in the convergence of institutional and retail investing - combining deep fiduciary expertise, embedded distribution, and proprietary analytics to deliver better outcomes for investors. About Wilshire. Wilshire is a global investment solutions and analytics firm with more than $1.5 trillion in assets under advisement and $125 billion in assets under management.[1] For over 50 years, Wilshire has combined institutional expertise with technology, data, and innovation to help investors, financial intermediaries, and asset managers improve investment outcomes. The firm partners with 300+ institutional investors and financial intermediaries globally across wealth management, retirement, alternatives, and analytics. [1] As of June 30, 2025. Assets under advisement refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire's advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client's portfolio. Assets under management refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and is calculated differently than "regulatory assets under management." Prosek Partners [email protected]
Wilshire Advisors LLC (“Wilshire”), a leading global financial services firm, today announced that it has acquired ParkLexington Advisors, LLC (“ParkLexingto...
Wilshire acquires ParkLexington to enhance operations, profitability, and performance for investment managers.