Trading Operations/ Investment Platform Analyst- Altium Wealth Management

Hightower • Harrison, NY

1d • Onsite

About The Position

Altium is seeking a Trading Operations / Investment Platform Analyst to join our investment platform team. The team oversees approximately $9B in client assets through a combination of systems, workflows, and operational processes. As a fast-growing firm with an entrepreneurial spirit, we offer an environment where individuals are encouraged to think critically, take initiative, and contribute beyond their immediate responsibilities. This role provides direct exposure to investment decision-making processes, as well as close collaboration with both the trading team and advisors managing high-net-worth client portfolios. The individual will initially work closely with a senior trader to gain hands-on experience across all aspects of the platform. Over time, the role will evolve into one with increasing autonomy and ownership, including the ability to identify opportunities, improve processes, and think creatively about portfolio implementation. We are committed to promoting career progression across the organization. Strong performers who demonstrate initiative, sound judgment, and consistent execution will have ongoing opportunities for growth and expanded responsibility within the firm. This is an opportunity for someone who is detail-oriented, analytically strong, and motivated to learn in a dynamic, fast-paced environment.

Requirements

• Bachelor’s degree preferred
• 3-10+ years of experience in financial services, ideally in trading support or operations
• Strong attention to detail and organizational skills
• Proficiency in Excel
• 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.

Nice To Haves

• Experience with platforms such as EZE, Black Diamond, Bloomberg, Salesforce, or other OMS/EMS tools is a plus

Responsibilities

• Partner with advisors to implement and maintain client portfolios
• Utilize portfolio rebalancing systems to analyze, generate, and validate daily trades
• Monitor account-level filters to identify trading opportunities and ensure alignment with portfolio objectives
• Produce ad hoc trade and portfolio reports as needed
• Maintain and ensure data integrity across multiple investment and operational systems
• Collaborate with internal teams, custodians, broker-dealers, and third-party vendors to support efficient platform operations
• Assist with trade settlement and reconciliation processes

Benefits

• 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
• Discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees