Hybrid Trader: Wealth Management Portfolio Trading

Aldrich; Lake Oswego (OR); Híbrido; USD 75.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) match

Paid time off

Parental leave

Descripción de la vacante

Aldrich Wealth in Oregon is seeking a detail-oriented Trader to join our investment team. You will work with the Senior Trader and Client Services to establish, monitor, and trade client portfolios using the Tamarac system.

The role requires at least 1 year of trading or performance reporting experience, familiarity with Tamarac, and knowledge of securities, mutual funds, ETFs, and separate accounts. We offer comprehensive health benefits, a 401(k) with match, generous PTO, holidays, and a

Formación

• Minimum of 1 year of experience trading and/or performance reporting.
• Familiarity with Tamarac trading software.
• Detailed understanding of investment products including 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 related field.

Responsabilidades

• 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

Conocimientos

Trading experience

Client service experience

Attention to detail

High-net-worth client support

Educación

Bachelor's degree in Finance, Business, or related field

Herramientas

Tamarac

Descripción del empleo

Aldrich Wealth in Oregon is seeking a detail-oriented Trader to join our investment team. You will work with the Senior Trader and Client Services to establish, monitor, and trade client portfolios using the Tamarac system.

The role requires at least 1 year of trading or performance reporting experience, familiarity with Tamarac, and knowledge of securities, mutual funds, ETFs, and separate accounts. We offer comprehensive health benefits, a 401(k) with match, generous PTO, holidays, and a