About Altruist
Empowering financial advisors with modern technology
Key Highlights
- Raised $601.5 million in Series E funding
- Headquartered in Culver City, CA, with 501-1000 employees
- Launched Hazel, an AI assistant for financial advisors
- Combines digital tools with custody services for efficiency
Altruist is a fintech company headquartered in Culver City, CA, focused on modernizing custodial services for financial advisors. With over $601.5 million raised in Series E funding, Altruist provides an all-in-one platform that combines powerful digital tools with custody services, enabling advisor...
🎁 Benefits
Altruist offers comprehensive health, dental, and vision coverage starting on the first day of employment, competitive compensation packages, and equi...
🌟 Culture
Altruist fosters a technology-driven culture that prioritizes efficiency and modern solutions in wealth management. The company is committed to inclus...
Overview
Altruist is hiring a Margin Operations Analyst to support the daily execution and monitoring of margin lending activities. This role is crucial in expanding trading and credit capabilities within the wealth management industry.
Job Description
Who you are
You have a strong analytical mindset and are detail-oriented, with experience in operations or finance. You understand the complexities of margin lending and are eager to contribute to a team that is transforming the wealth management industry. You thrive in a collaborative environment and are committed to delivering superior outcomes for clients. You possess excellent communication skills, allowing you to effectively engage with financial advisors and internal teams. You are adaptable and can navigate the challenges that come with operational risk management. You are passionate about making financial advice more accessible and affordable for all.
What you'll do
As a Margin Operations Analyst, you will be responsible for the daily execution and monitoring of margin lending activities across client accounts. You will work closely with various teams to ensure compliance with operational procedures and risk management protocols. Your role will involve analyzing margin data to identify trends and potential issues, providing insights that will help improve operational efficiency. You will also assist in the development of new margin products and services, contributing to the overall growth of Altruist's trading capabilities. Collaboration with financial advisors will be key, as you will support them in optimizing their resources and delivering better outcomes for their clients. You will play a vital role in maintaining the integrity of margin operations, ensuring that all activities align with regulatory requirements and company policies.
What we offer
At Altruist, you will be part of a mission-driven team that values kindness, brilliance, and grit. We offer a supportive and inclusive workplace where diverse perspectives are encouraged. You will have the opportunity to work on innovative projects that are reshaping the wealth management landscape. We believe in empowering our employees to grow and succeed, providing resources and support for professional development. Join us in making financial advice better for everyone.
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