Trader

Aldrich Wealth LP • Lake Oswego, OR

7d • Hybrid

About The Position

We are seeking a detailed oriented and analytical professional to join our dynamic investment team as a Trader. This individual will work closely with our Senior Trader as well as our Investment and Client Services departments. They will be primarily responsible for establishing, monitoring and trading client portfolios and managing the Tamarac trading system. The Trader will also utilize the software to meet client reporting needs while ensuring investments are properly categorized, custodial downloads are complete, cost basis transfer are accurate, and performance data is up to date.

Requirements

• Minimum of 1 year of experience trading and/or performance reporting
• Familiarity working with trading software and reporting tools (Tamarac) is preferred
• Detailed understanding of investment products, including individual securities, mutual funds, ETFs, index funds and separate accounts
• 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.
• Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

Nice To Haves

• Familiarity working with trading software and reporting tools (Tamarac) is preferred

Responsibilities

• Efficiently and accurately trade and rebalance client accounts
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed
• Ensure consistency of 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

Benefits

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings (annual contribution of $1,500)
• Flexible spending accounts
• Dependent care benefits
• 401(k) plan with 1.5% match
• 5% annual discretionary profit sharing
• 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
• 10 Paid Holidays, including two Floating Holidays
• 16 Hours of Volunteer Time
• Paid Sabbaticals
• Paid Parental Leave

What This Job Offers

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