Trader

Job overview

The Trader role is hybrid and may be based in a local Oregon or California office; the listing location is Lake Oswego, OR. Compensation is $75,000–$105,000 per year, with possible participation in a variable compensation program. Aldrich Wealth provides financial services to high-net-worth individuals and corporate retirement plans and manages approximately $7 billion in assets. Working with the Senior Trader and Investment and Client Services departments, the Trader establishes, monitors, and trades client portfolios and manages the Tamarac trading system. Accurate trading, allocation implementation, and reporting data support portfolio oversight and client service.

What you'll do

• Trade and rebalance client accounts accurately
• implement and periodically review asset allocation and tactical allocations
• ensure trading models are consistent with reporting models
• generate portfolio reviews with proposed recommendations
• manage trading software for accuracy
• maintain reporting software and data accuracy
• support client reporting needs and ensure investments are categorized, custodial downloads are complete, cost-basis transfers are accurate, and performance data is current.

What we're looking for

Skills & competencies

trader

investment trading

portfolio rebalancing

wealth management

investment operations

tamarac

portfolio reporting

asset allocation

lake oswego or

hybrid

aldrich wealth

$75k–$105k

monday–friday

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• life and disability insurance
• health savings contribution, flexible spending and dependent care benefits
• 401(k) match and profit sharing
• four weeks of combined vacation and sick leave
• paid holidays, volunteer time, sabbaticals, and parental leave.

Why this role

Hybrid position with standard office hours Monday–Friday, 8:00 a.m.–5:00 p.m.; bachelor’s degree in Finance, Business, or related field required by the posting. Candidates must be authorized to work in the U.S. without employer sponsorship.

About the employer

Aldrich is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.