Full-Time

Data Operations Specialist

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Mid

San Francisco, CA, USA

Required Skills
SQL
Data Analysis
Requirements
  • 2+ years working in the financial industry in an analyst or operations role
  • 1+ years of data analysis experience using intermediate to advanced SQL
  • Working knowledge of managing custodial integrations and troubleshooting investment returns, account reconciliation, cost basis issues, etc.
  • Excellent data analysis and problem-solving skills
  • Keen eye for detail and ability to collaborate with cross-functional teams
Responsibilities
  • Handle data operation requests such as onboarding and offboarding custodial integrations for firms
  • Identify, standardize, and implement process and feature enhancements for data consistency
  • Work with support teams to troubleshoot and resolve data issues
  • Develop and maintain documentation on data operation processes

Altruist provides a comprehensive investment platform tailored for financial advisors, integrating tools for account management, trading, and client reporting. This company streamlines financial operations with advanced features like commission-free fractional share trading and automated rebalancers, reducing inefficiencies and enhancing client services. The focus on high-touch support and continuous improvement in financial technologies makes it an appealing environment for professionals looking to advance in the fintech industry.

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

11%

1 year growth

54%

2 year growth

69%