Product Specialist, Rebalancing

📋 Description

• Become the resident expert on an optimization-based rebalancer
• Build AI agents that help you craft precise, researched responses to advisor inquiries about
• Investigate potential bugs reported by customers to our customer support team
• Produce and improve customer-facing onboarding and knowledge guides for the rebalancer
• Monitor progress of automated rebalancing from ingestion of trade proposals to allocation of
• Analyze and monitor performance of the rebalancer on an ongoing basis, identifies and characterizes

🎯 Requirements

• 3+ years experience working in the finance industry, preferably in a product operations role
• Experience working directly with product development teams on products with high-volume usage and
• Systems thinking, precision, attention to detail, accountability, number sense
• Experience using SQL to answer questions with data
• Experience augmenting and automating your workflows with AI agents
• Familiarity with rebalancing and portfolio management concepts. Experience working with one or more

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our
• Competitive total compensation.
• 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