Senior Trading Analyst

We need to output HTML fragment with sections: About the role? Actually we have sections: About Altruist (company description) maybe not needed? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We need to include sections only when posting has real, specific content. We have content: About Altruist (company description) maybe not a required? Not listed as heading but could be "About the role"? Actually "About Altruist" is company overview, not role. Might be considered "About the role"? But they said use headings like About the role, Responsibilities, etc. We can include "About the role" with description of opportunity. Then "Responsibilities" with bullet list of duties. Then "Requirements" maybe combine Experience & Expertise, Technical & Systems Familiarity, Licensing. Then "Skills" maybe Skills & Mindset. Then "Benefits" from What we bring. Then "Pay" from Dallas, TX salary range. No schedule info given, so omit Schedule. We must not include boilerplate like EEO etc. Remove duplicated lines. Ensure we preserve all substantive info. Let's extract: About the role: The opportunity paragraph: "Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it. As we launch Margin and Options and expand fixed income, we're hiring a Senior Analyst, Trading as a desk generalist to execute daily order monitoring, break resolution, and advisor support across equities, options, and fixed income, while supporting Credit Risk functions. This role sits within the Trading & Brokerage Operations organization and reports to [reporting manager]. It is a hands-on individual contributor role with a clear growth path toward the Manager, Trading seat for someone who performs, builds, and aspires to lead." We could also include "What you’ll do" as responsibilities. Responsibilities bullet list: from "What you’ll do" sections: - Equity & Options Desk Monitoring: * Monitor daily order flow, routing, and executions across equities and options, flagging anomalies early * Review orders that drop to the review queue, evaluate risk, and escalate per policy * Support working not held orders via algo strategies or RFQ under the direction of the Manager, Trading * Support advisor questions on orders, executions, corporate-action-driven adjustments, and market events - Fixed Income Order Support: * Process and monitor fixed income order flow, including treasuries, municipals, corporates, and brokered CDs * Respond to advisor questions on bond availability, pricing, yield, and order status * Flag pricing and settlement exceptions on fixed income trades and escalate for resolution - Credit Risk Support: * Support Credit Risk by executing liquidations required to satisfy margin calls and debit obligations * Support enforcement of PDT, Good Faith, and Freeride restrictions on the desk * Route buying power and restriction questions to Credit Risk with clear context - Trade Lifecycle, Breaks & Corrections: * Research and resolve trade breaks, process cancels and rebills, and document trade errors under firm policy * Support the trade error account process, including documentation and loss tracking * Coordinate with clearing and settlement teams on clean trade handoffs - Regulatory & Control Responsibilities: * Execute daily work in compliance with applicable SEC, FINRA, MSRB, and exchange rules governing order handling and trading * Maintain clear documentation and audit evidence for daily reviews, exceptions, and escalations - Build & Improve: * Provide operational feedback and testing support to Product and Engineering during trading buildouts * Identify manual desk steps that can be automated and propose improvements, including experiments with A (cut off? maybe "A/B testing"? but we keep as given) We need to preserve all substantive info; the last bullet ends with "including experiments with A". It's incomplete but we keep as is. Requirements: Experience & Expertise, Technical & Systems Familiarity, Licensing. Experience & Expertise bullet list: - 2+ years of experience in trading operations, trade support, or on a trading desk at a broker-dealer or custodian - Hands-on experience with order handling, trade breaks, or corrections strongly preferred - Working knowledge of equity and options market mechanics - Exposure to fixed income or margin workflows a plus Technical & Systems Familiarity bullet list: - Experience with OMS platforms such as Sterling or equivalent a plus - Familiarity with RFQ platforms (e.g., RFQ Hub, Tradeweb, RFQE) a plus - Experience with clearing platforms such as FIS Phase 3 or equivalent a plus - Strong Excel skills; comfort with trade data, operational reports, and internal tools Licensing bullet list: - FINRA Series 7 and Series 63 required - Series 57 required, or must be obtained within 90 days of employment - Willingness to obtain additional registrations (such as Series 24 or Series 4) as responsibilities grow - Series 52, or willingness to obtain, given municipal order handling Skills & Mindset bullet list: - High attention to detail and composure in fast-moving markets - Versatile generalist: eager to work across equities, options, fixed income, and risk support within the same day - Aspires to grow into the Manager seat and shows it through initiative, documentation, and ownership beyond the task list - Genuinely curious about AI: you experiment with AI tools to speed up break triage, analysis, and repetitive work, and you bring those ideas to the team - Clear written and verbal communication for advisor and internal interactions - Sound judgment and comfort escalating when something looks wrong Benefits from What we bring: - A hybrid work schedule for most positions to promote strong, in-person collaboration. - 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. - 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. - 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). Pay: Dallas, TX salary range $79,000 - $107,000 USD. We should not include schedule section because not specific. We must not include duplicated lines like "Attracting and retaining top-tier talent is a priority..." etc. That's part of benefits but we can keep as prose? The instruction: Use

for prose. So we could have a paragraph summarizing benefits? But better to keep bullet list under Benefits. We need to output only HTML fragment, no markdown fences. Let's construct:

About the role

Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it. As we launch Margin and Options and expand fixed income, we're hiring a Senior Analyst, Trading as a desk generalist to execute daily order monitoring, break resolution, and advisor support across equities, options, and fixed income, while supporting Credit Risk functions. This role sits within the Trading & Brokerage Operations organization and reports to [reporting manager]. It is a hands-on individual contributor role with a clear growth path toward the Manager, Trading seat for someone who performs, builds, and aspires to lead.

Responsibilities

• Equity & Options Desk Monitoring
  • Monitor daily order flow, routing, and executions across equities and options, flagging anomalies early
  • Review orders that drop to the review queue, evaluate risk, and escalate per policy
  • Support working not held orders via algo strategies or RFQ under the direction of the Manager, Trading
  • Support advisor questions on orders, executions, corporate-action-driven adjustments, and market events
• Fixed Income Order Support
  • Process and monitor fixed income order flow, including treasuries, municipals, corporates, and brokered CDs
  • Respond to advisor questions on bond availability, pricing, yield, and order status
  • Flag pricing and settlement exceptions on fixed income trades and escalate for resolution
• Credit Risk Support
  • Support Credit Risk by executing liquidations required to satisfy margin calls and debit obligations
  • Support enforcement of PDT, Good Faith, and Freeride restrictions on the desk
  • Route buying power and restriction questions to Credit Risk with clear context
• Trade Lifecycle, Breaks & Corrections
  • Research and resolve trade breaks, process cancels and rebills, and document trade errors under firm policy
  • Support the trade error account process, including documentation and loss tracking
  • Coordinate with clearing and settlement teams on clean trade handoffs
• Regulatory & Control Responsibilities
  • Execute daily work in compliance with applicable SEC, FINRA, MSRB, and exchange rules governing order handling and trading
  • Maintain clear documentation and audit evidence for daily reviews, exceptions, and escalations
• Build & Improve
  • Provide operational feedback and testing support to Product and Engineering during trading buildouts
  • Identify manual desk steps that can be automated and propose improvements, including experiments with A

Requirements

• Experience & Expertise
  • 2+ years of experience in trading operations, trade support, or on a trading desk at a broker-dealer or custodian
  • Hands-on experience with order handling, trade breaks, or corrections strongly preferred
  • Working knowledge of equity and options market mechanics
  • Exposure to fixed income or margin workflows a plus
• Technical & Systems Familiarity
  • Experience with OMS platforms such as Sterling or equivalent a plus
  • Familiarity with RFQ platforms (e.g., RFQ Hub, Tradeweb, RFQE) a plus
  • Experience with clearing platforms such as FIS Phase 3 or equivalent a plus
  • Strong Excel skills; comfort with trade data, operational reports, and internal tools
• Licensing
  • FINRA Series 7 and Series 63 required
  • Series 57 required, or must be obtained within 90 days of employment
  • Willingness to obtain additional registrations (such as Series 24 or Series 4) as responsibilities grow
  • Series 52, or willingness to obtain, given municipal order handling

Skills

• High attention to detail and composure in fast-moving markets
• Versatile generalist: eager to work across equities, options, fixed income, and risk support within the same day
• Aspires to grow into the Manager seat and shows it through initiative, documentation, and ownership beyond the task list
• Genuinely curious about AI: you experiment with AI tools to speed up break triage,