Trader

Aldrich • Lake Oswego, OR

1d • Hybrid

About The Position

Aldrich Wealth is seeking a detail-oriented and 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, ensuring 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 takes a holistic approach to financial planning, wealth-building, wealth-preservation, and clients' life goals.

This is a full-time hybrid position based in a local office 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. The estimated salary range is $75,000–$105,000, with possible eligibility for variable compensation.

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 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 consistency between trading models and models in reporting.
• Generate portfolio reviews with proposed recommendations.
• Manage trading software to ensure accuracy.
• Maintain reporting software to ensure accurate data.
• 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 $1,500 contribution
• Flexible spending accounts and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
• Four weeks of vacation and sick leave combined into a paid time-off bank
• 10 paid holidays, including two floating holidays
• 16 hours of paid volunteer time
• Paid sabbaticals
• Paid parental leave
• Possible eligibility for variable compensation

What This Job Offers

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