Address
Form of work
SalaryYour Future Team
We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium is seeking a Trading Operations analyst to join our Investment Platform team, working onsite at our Purchase, NY office. Altium’s platform team manages roughly $5B in assets through a combination of workflows, processes, and applications. You will initially work directly with a senior trader until you are trained in all areas of the platform. You will have autonomous responsibilities yet will work with the other platform team members and the other departments within the firm.
Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We believe everyone possesses a unique genius, a quality that inspires them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.
Please note this position requires you to be in the office Monday-Friday
What You'll Do
- Work closely with advisors to set up client portfolios for trading
- Use portfolio rebalancing system to analyze and approve daily trades
- Closely monitor account filters created to identify opportunities to trade client accounts
- Create ad hoc trade reports as requested
- Data maintenance within several systems across the Investment Platform
- Collaborate with various internal departments, custodians, broker-dealers, partners and 3rd party venders to ensure operational efficiency
- Assist in the trade settlement/reconciliation process
- Bachelor’s degree
- 2-3+ years financial services experience preferably in a trading support/back office role
- Detail oriented with strong organization skills
- Proficient with Excel
- Experience with the following tools: EZE, Black Diamond, Bloomberg, Salesforce or other OMS/EMS a plus
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Salary range- $80,000-$95,000 plus discretionary bonus (exact amount is dependent on experience)
Founded in 2008, Hightower is a Wealth Management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
