Portfolio Trader (Hybrid) – Data-Driven & Client-Focused

Aldrich Wealth LP; Lake Oswego (OR); Híbrido; USD 75 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision insurance

401(k) plan with 1.5% match and profit

Paid time off and holidays

Resumo da oferta

Aldrich Wealth is seeking a detail-oriented Trader to join the investment team in Oregon. This role trades client portfolios, monitors performance, and manages the Tamarac system alongside the Senior Trader and Client Services.

The position is full-time and hybrid, with compensation ranging from $75,000 to $105,000 DOE and a comprehensive benefits package. You will support high-net-worth clients and collaborate with advisors in a growing independent RIA.

Qualificações

• Minimum 1 year of trading and/or performance reporting experience.
• Familiarity with Tamarac trading software preferred.
• 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 implemented and 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.

Conhecimentos

Trading

Client service

Attention to detail

Financial analysis

Tamarac experience

Formação académica

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

Ferramentas

Tamarac

Descrição da oferta de emprego

Aldrich Wealth is seeking a detail-oriented Trader to join the investment team in Oregon. This role trades client portfolios, monitors performance, and manages the Tamarac system alongside the Senior Trader and Client Services.

The position is full-time and hybrid, with compensation ranging from $75,000 to $105,000 DOE and a comprehensive benefits package. You will support high-net-worth clients and collaborate with advisors in a growing independent RIA.