Rebalancing Specialist, AI-Driven Wealth Platform

Altruist; San Francisco (CA); Híbrido; USD 124.000 - 158.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Premium healthcare, dental, and vision

401k with 4% match

16 weeks paid parental leave

Professional growth opportunities

Employee mobility program

L&D budget

Company perks program

Financial guidance program

Work from anywhere policy

Descripción de la vacante

Altruist is transforming wealth management and seeks a Rebalancing Specialist to join the Rebalancer team within the Investment Product Group. This hybrid role requires three days per week in our San Francisco FiDi office.

You will become the resident expert on an optimization-based rebalancer, build AI agents, investigate bugs, and produce onboarding and knowledge guides for the rebalancer, while collaborating with Product, Design, and Engineering to improve client outcomes.

Formación

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

Responsabilidades

• Become the resident expert on an optimization-based rebalancer.
• Build AI agents that help you craft precise, researched responses to advisor inquiries about rebalance behavior.
• Investigate potential bugs reported by customers to our customer support team.
• Produce and improve customer-facing onboarding and knowledge guides for the rebalancer.
• Monitor progress of automated rebalancing from ingestion of trade proposals to allocation of executed orders.
• Analyze and monitor performance of the rebalancer on an ongoing basis, identifies and characterizes trends that impact client outcomes for better or worse.
• Provide feedback and input to Product, Design, and Engineering teams during the product development process.
• Provide one-off / custom reports and analyses for financial advisors.
• Liaise with the Customer Success, Market Data, and Compliance teams to investigate issues and work closely with engineering to find solutions.

Conocimientos

SQL

AI agents

Finance industry experience

Systems thinking

Attention to detail

Number sense

Self-directed

Portfolio management basics

Trading solutions

Herramientas

Trading solutions

Descripción del empleo

Altruist is transforming wealth management and seeks a Rebalancing Specialist to join the Rebalancer team within the Investment Product Group. This hybrid role requires three days per week in our San Francisco FiDi office.

You will become the resident expert on an optimization-based rebalancer, build AI agents, investigate bugs, and produce onboarding and knowledge guides for the rebalancer, while collaborating with Product, Design, and Engineering to improve client outcomes.