Margin Operations Analyst

Altruist(4 days ago)

HybridFull TimeMedior$96,018 - $127,740 (estimated)Margin & Options Operations

About this role

Altruist is hiring a Margin Operations Analyst to support the daily execution, monitoring, and control of margin lending across client accounts. The role sits on the Margin & Options Operations team and is a hands-on operational position that ensures margin accounts comply with regulatory requirements while delivering a consistent experience for advisors. This position partners closely with Trading, Compliance, and the Trade Desk and provides exposure to risk and trading decisions. It offers meaningful responsibility and growth in a fast-moving fintech environment.

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Required Skills

Margin Calls
Debit Balances
Risk Monitoring
Regulatory Compliance
Excel
FIS Phase 3
Stream SCM
Sterling

Qualifications

FINRA Series 7
Series 4
Series 24

About Altruist

altruist.com

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.