Senior Data Analyst



IT, Data Science
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 Sr. Data Analyst, you’ll be joining a team of Data Operations Specialists and Engineers to review and enhance Altruist brokerage data to ensure accuracy and consistency. Additionally, you’ll support 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 escalated data operations requests during US Exchange Market Hours
  • Create and maintain data monitors, dashboards and internal tooling that enable automated and efficient reports and workflows for the Data Operations Team
  • Update dimensional table mappings for vendor data transformed to the Altruist canonical model
  • Perform root cause analysis and impact assessment for data issues, writing custom SQL scripts to provide corrections for all impacted accounts when necessary
  • Investigate and correct issues identified through data operations monitors, tools and break reports
  • Understand the Data Platform and all dependencies such that data processes can be rerun when necessary to apply data corrections
  • Work with our Support Teams to troubleshoot and correct any data issues that impact the dependent components and/or teams.
  • Implement historic data corrections that are aligned with the intended actions taken in the books and records system and are compatible with performance reporting and billing
  • Develop and maintain documentation on data operations processes

What you’ll bring

  • 3+ years working in the financial industry in a data analyst role that utilizes intermediate to advanced SQL
  • Experience 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
  • Keen eye for detail
  • Effective collaboration and communication skills to work as part of a cross functional team

Bonus Points

  • Experience building internal tools with applications such as Retool
  • Experience working with Data Warehouses such as Snowflake
  • Experience with one or more programming languages such as Javascript
  • Experience writing scripts or store procedures to automate workflows
  • Experience with alerting and monitoring tools such as Monte Carlo and DataDog
  • Prior experience working at a startup
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.