Altruist Recruits Rebalancer Specialist for Culver City Office
Altruist is expanding its investment product operations by hiring a Rebalancing Specialist for its Culver City, California office. The wealth management technology firm posted an opening for a hybrid role requiring three days per week on-site, offering a base salary range of $113,000 to $147,000 USD.
The new hire will join the Rebalancer team within the Investment Product Group to manage optimization-based rebalancing software and build AI agents. These automated workflows will assist staff in crafting precise responses to financial advisor inquiries regarding rebalance behavior.
Position Responsibilities and Daily Operations
The Rebalancer team role involves extensive technical support and product monitoring. Responsibilities include investigating potential platform bugs reported to customer support and producing customer-facing onboarding knowledge guides.
Staff in this position will monitor automated rebalancing processes from trade proposal ingestion to executed order allocation. Additional duties require analyzing ongoing performance trends that impact client outcomes, providing custom reports for advisors, and coordinating with Customer Success, Market Data, and Compliance teams.
Candidate Requirements and Compensation Structure
Applicants need at least three years of experience in the finance industry, ideally within product operations. Candidates must demonstrate familiarity with rebalancing, portfolio management concepts, and financial data such as positions, prices, and cost basis.
Required technical skills include the ability to use SQL for data analysis and experience building automated workflows with AI agents. Total compensation at Altruist includes a 401(k) plan with a 4% immediate-vesting match, 16 weeks of paid parental leave after one year of service, and premium healthcare coverage.
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