Trader

Aldrich Wealth LP • Lake Oswego, OR

10h • $75,000 - $105,000 • Hybrid

About The Position

Aldrich Wealth is seeking a detail-oriented, analytical Trader to join its investment team. The Trader works closely with the Senior Trader and the Investment and Client Services departments, primarily establishing, monitoring, and trading client portfolios and managing the Tamarac trading system. The role also uses software to support client reporting and ensures investments are properly categorized, custodial downloads are complete, cost-basis transfers are accurate, and performance data is up to date.

Aldrich Wealth is an independent registered investment advisor providing financial services to high-net-worth individuals and corporate retirement plans. The firm manages approximately $7 billion in assets and offers an integrated approach to financial planning, wealth building and preservation, and clients’ life goals.

This is a full-time hybrid position based in one of the company’s local offices in Oregon or California. Standard office hours are Monday through Friday, 8 AM to 5 PM. Candidates must be legally authorized to work in the United States without employer sponsorship.

Requirements

• At least 1 year of experience trading and/or performance reporting.
• Detailed understanding of investment products, including individual securities, mutual funds, ETFs, index funds, and separate accounts.
• At least 5 years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
• Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
• Bachelor’s degree in Finance, Business, or a related field.
• Legally authorized to work in the United States without the need for employer sponsorship.

Nice To Haves

• Familiarity with trading software and reporting tools, particularly Tamarac.

Responsibilities

• Efficiently and accurately trade and rebalance client accounts.
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed.
• Ensure trading models are consistent with models used in reporting.
• Generate portfolio reviews with proposed recommendations.
• Manage trading software to ensure accuracy.
• Maintain reporting software to ensure accurate data.
• Establish and monitor client portfolios.
• Ensure investments are properly categorized, custodial downloads are complete, cost-basis transfers are accurate, and performance data is up to date.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Health savings account with an annual company contribution of $1,500.
• Flexible spending accounts and dependent care benefits.
• 401(k) plan with a 1.5% match and 5% annual discretionary profit sharing.
• Four weeks of vacation and sick leave combined in a paid time-off bank.
• 10 paid holidays, including two floating holidays.
• 16 hours of volunteer time.
• Paid sabbaticals.
• Paid parental leave.
• Potential eligibility to participate in a variable compensation program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level