AI-Driven Rebalancing Specialist

Altruist; Dallas (TX); Hybrid; USD 107,000 - 136,000; Full time

Benefits offered by this job

Premium healthcare

401k with 4% match

Parental leave 16 weeks

L&D budget for each employee

Mobility program

Work from anywhere (policy)

Job summary

Altruist is seeking a Rebalancing Specialist to join the Rebalancer team in our Investment Product Group. This hybrid Dallas-based role involves building and optimizing the rebalancer, crafting AI-assisted advisor responses, and collaborating with product, design, and engineering to deliver precise, scalable solutions.

You will work closely with Customer Success, Market Data, and Compliance, while analyzing performance and producing client-focused reports to improve outcomes.

Qualifications

• 3+ years experience in the finance industry, preferably in a product operations role.
• Experience working directly with product development teams on high-volume products with financial impact.
• Systems thinking, precision, attention to detail, accountability, number sense.
• Experience using SQL to answer questions with data.
• Experience augmenting and automating workflows with AI agents.
• Familiarity with rebalancing and portfolio management concepts; trading solutions a bonus.
• Familiarity with financial data (positions, prices, cost basis) and corporate actions.
• Self-directed, high-accountability mindset.

Responsibilities

• Become the resident expert on an optimization-based rebalancer.
• Build AI agents that craft precise, researched responses to advisor inquiries about rebalance behavior.
• Investigate potential bugs reported by customers to our customer support team.
• Produce and improve onboarding and knowledge guides for the rebalancer.
• Monitor progress of automated rebalancing from trade proposals ingestion to executed orders.
• Analyze and monitor performance of the rebalancer; identify trends impacting client outcomes.
• Provide feedback to Product, Design, and Engineering during development.
• Provide one-off/custom reports and analyses for financial advisors.
• Liaise with Customer Success, Market Data, and Compliance to investigate issues and work with engineering.

Skills

Finance industry experience

Product operations

High-volume product exposure

Systems thinking

Attention to detail

SQL proficiency

AI agents automation

Rebalancing knowledge

Trading solutions experience (bonus)

Financial data familiarity

Self-directed

Job description

Altruist is seeking a Rebalancing Specialist to join the Rebalancer team in our Investment Product Group. This hybrid Dallas-based role involves building and optimizing the rebalancer, crafting AI-assisted advisor responses, and collaborating with product, design, and engineering to deliver precise, scalable solutions.

You will work closely with Customer Success, Market Data, and Compliance, while analyzing performance and producing client-focused reports to improve outcomes.