About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — butwe can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

Job description

The Business Intelligence intern assists in analyzing and interpreting complex data to provide actionable insights that support business decision-making. They work closely with the BI team to develop and maintain reports, dashboards, and data visualizations that help stakeholders understand key performance indicators and market trends.

Key responsibilities include:

Data analysis and reporting: Assist in consolidating, interpreting, and presenting data in reports and dashboards for executives, team leads, and end users.
Database management: Work with database systems to extract, transform, and load data for analysis.
Data visualization: Create clear and informative visual representations of Altruist data using BI tools.
Process improvement: Identify opportunities to enhance data collection, analysis, and reporting processes.
Collaboration: Work closely with cross-functional teams to understand business needs and provide data-driven solutions.

Requirements:

Pursuing a bachelor’s degree in finance, economics, business analytics, or a related field.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Office suite, especially Excel.
Familiarity with BI tools such as Tableau, Power BI, or QlikView.
Knowledge of SQL and database management.
Excellent communication skills to present complex data in an understandable format.
Attention to detail and ability to work in a fast-paced environment.

Nice to have:

Knowledge in Python or R

This internship provides an opportunity to gain hands-on experience in applying BI techniques to real-world scenarios, developing technical skills, and understanding the role of data analytics in decision-making for a modern custodian.

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
Competitive salary and equity packages
Premium healthcare, dental, and vision insurance plans
401k savings plan with matching contributions and immediate vesting
Flexible PTO so you can satisfy your passions outside of work
Generous paid parental leave
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
Physical and emotional wellness programs that nurture both your mind and body
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.