The opportunity

Altruist is experiencing an exceptional growth phase, and we're excited to hire a Senior Corporate Actions Analyst to join our expanding Operations team. In this role you will own the full event lifecycle-from announcement through allocation and reconciliation-across equities, ETFs, mutual funds, and fixed income (with expansion into alternatives and listed options). This role is ideal for a growing leader with deep operational and technical knowledge who can lead modernization, automation, and control initiatives.

You'll stabilize and document current workflows, enhance controls and efficiency, and partner cross-functionally to deliver a scalable, audit-ready operation. While people leadership experience is welcome, the emphasis is on subject matter expertise, process optimization, and hands-on ownership.

Your impact

• Corporate Action Processing: Monitor, review, and process all mandatory and voluntary corporate actions-mergers, splits, rights issues, tender offers, warrants-from announcement through completion.
• Income Events: Oversee dividends, interest, and related payments; ensure proper withholding, tax treatment, and cost-basis adjustments.
• Event Lifecycle Management: Manage announcements, options, elections, allocations, entitlements, and reconciliations with accuracy and timeliness.
• Client & Custodian Coordination: Communicate voluntary event details, collect instructions, and submit elections via custodians, DTCC PBS/CA Web/AIP, or proxy agents within deadlines.
• Controls & Exception Management: Implement and monitor maker-checker controls, exception dashboards, KPIs, and audit-ready evidence.
• Automation & Modernization: Partner with Product and Engineering to streamline workflows, UAT new builds, and drive straight-through processing (STP).
• Risk Management: Identify, escalate, and resolve discrepancies; ensure compliance with internal policies and regulatory requirements.
• Knowledge Management: Build and maintain robust process documentation, playbooks, and standard operating procedures to support scalability and training.
• Vendor & System Ownership: Manage key vendor and platform relationships (DTCC, proxy vendors, custodians), and contribute to platform enhancements (FIS, XSP/Phase3, AIP).

What you bring

• Experience - 3+ years of experience working in brokerage, clearing, or custody operations focused on corporate actions, dividends, or income processing.
• Strong working knowledge of DTCC PBS
• Deep understanding of mandatory and voluntary event types, timelines, market standards, and tax/cost-basis implications.

• Education - Ideally looking for a Bachelors degree or equivalent experience
• Securities licenses - Series 99 required (or ability to obtain in 90 days); Series 7 preferred.
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Technical Knowledge - Familiarity with SQL, Python or other coding language. Experience with practical usage of AI in daily functions.
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
• Creative problem solving - Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks.
• Bonus points if you bring
• Hands-on experience with FIS and XSP (Phase3/XSP CA platform) strongly preferred
• Experience with alternatives or OCC option adjustments a plus..

Dallas, TX salary range

$79,000-$107,000 USD

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
• Competitive pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, 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.