Senior Trading Analyst

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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.

Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it. As we launch Margin and Options and expand fixed income, we're hiring a Senior Analyst, Trading as a desk generalist to execute daily order monitoring, break resolution, and advisor support across equities, options, and fixed income, while supporting Credit Risk functions.

This role sits within the Trading & Brokerage Operations organization and reports to [reporting manager]. It is a hands-on individual contributor role with a clear growth path toward the Manager, Trading seat for someone who performs, builds, and aspires to lead.

As Senior Analyst, Trading, you will be the daily engine of a multi-asset desk: monitoring order flow, resolving breaks, supporting advisors, and escalating issues with sound judgment.

Equity & Options Desk Monitoring

• Monitor daily order flow, routing, and executions across equities and options, flagging anomalies early

• Review orders that drop to the review queue, evaluate risk, and escalate per policy

• Support working not held orders via algo strategies or RFQ under the direction of the Manager, Trading

• Support advisor questions on orders, executions, corporate-action-driven adjustments, and market events

Fixed Income Order Support

• Process and monitor fixed income order flow, including treasuries, municipals, corporates, and brokered CDs

• Respond to advisor questions on bond availability, pricing, yield, and order status

• Flag pricing and settlement exceptions on fixed income trades and escalate for resolution

Credit Risk Support

• Support Credit Risk by executing liquidations required to satisfy margin calls and debit obligations

• Support enforcement of PDT, Good Faith, and Freeride restrictions on the desk

• Route buying power and restriction questions to Credit Risk with clear context

Trade Lifecycle, Breaks & Corrections

• Research and resolve trade breaks, process cancels and rebills, and document