Data Operations Specialist



San Francisco, CA, USA
Posted on Thursday, April 25, 2024

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

If you're passionate about your craft and looking for an opportunity to make meaningful contributions toward our mission, we’d love to have you join us! As a Data Operations Specialist, you’ll be joining the Data Operations Team as the domain expert working closely with Data Operations Engineers and Analysts to review and enhance Altruist brokerage data to ensure accuracy and consistency. Additionally, you’ll fulfill key operational responsibilities such as ensuring our data is compatible with our third party custodial integrations and handling data corrections, as needed.

What you’ll do

  • Handle data operation requests such as onboarding and offboarding custodial integrations for firms through data operations tooling
  • Identify, standardize, and implement process and feature enhancements to ensure data consistency and compatibility with upstream and downstream consumers of the Data Platform
  • Work with the Altruist Brokerage Support Team and Customer Support Teams to triage, troubleshoot and resolve any underlying data issues
  • Investigate, assess, and correct issues identified through data operations monitors, tools and break reports
  • Partner with our in-house Operations Team to ensure data within the data platform is consistent and aligned with the Clearing books and records system
  • Work with Data Operations Engineers to define data monitors and tooling that will enable automated and efficient workflows for the Data Operations Team
  • Determine accurate dimensional table mappings for vendor data transformed to the Altruist canonical models and the appropriate way to represent data for specific actions
  • Serve as a liaison with Altruist external custodial partners in order to handle issues such as delayed files or inconsistent data received in our custodial data feeds
  • Respond to data domain questions from advisors and the larger Data Operations Team
  • Develop and maintain documentation on data operation processes

What you’ll bring

  • 4+ years working in the financial industry in an analyst or operations role
  • 2+ years of data analysis experience using intermediate to advanced SQL (i.e. comfortable with joins, data grouping and aggregation, etc.)
  • Working knowledge of and prior experience with managing custodial integrations and troubleshooting investment returns (TWR/IRR), account reconciliation, cost basis issues, discrepancies with holdings, corporate action processing and security pricing issues.
  • Excellent data analysis and problem solving skills with the ability to work under pressure
  • Keen eye for detail and the ability to collaborate with cross functional teams to improve data quality and consistency

Bonus Points

  • Prior experience building or scaling Operations Teams and/or processes
  • Prior experience onboarding custodial integrations
  • Prior experience working at a startup
  • Advanced SQL knowledge
San Francisco, CA salary range
$124,000$158,000 USD


  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

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.