Senior Corporate Actions Analyst

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br><br><strong>Grit</strong> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><p><span style="text-decoration: underline;"><strong>The opportunity</strong></span></p> <p>Altruist is experiencing an exceptional growth phase, and we’re excited to hire a <strong>Senior Corporate Actions Analyst</strong> 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.</p> <p>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.</p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li><strong>Corporate Action Processing:</strong> Monitor, review, and process all mandatory and voluntary corporate actions—mergers, splits, rights issues, tender offers, warrants—from announcement through completion.</li> <li><strong>Income Events:</strong> Oversee dividends, interest, and related payments; ensure proper withholding, tax treatment, and cost-basis adjustments.</li> <li><strong>Event Lifecycle Management:</strong> Manage announcements, options, elections, allocations, entitlements, and reconciliations with accuracy and timeliness.</li> <li><strong>Client & Custodian Coordination:</strong> Communicate voluntary event details, collect instructions, and submit elections via custodians, DTCC PBS/CA Web/AIP, or proxy agents within deadlines.</li> <li><strong>Controls & Exception Management:</strong> Implement and monitor maker-checker controls, exception dashboards, KPIs, and audit-ready evidence.</li> <li><strong>Automation & M