Portfolio Trader — Wealth Management & Trading

Aldrich Wealth LP; Carlsbad (CA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with match

Paid time off (PTO)

Holidays

Volunteer time off

Parental leave

Job summary

Aldrich Wealth LP is seeking a detail-oriented Trader to work alongside our Senior Trader and report to the Investment team. You will establish, monitor, and trade client portfolios and manage the Tamarac trading system to ensure accurate cost basis transfers, custodial downloads, and up-to-date performance data.

The role supports high-net-worth clients within a hybrid California/Oregon context. A Bachelor’s degree in Finance or Business is required, with 1 year trading/ reporting experience and

Qualifications

• Minimum of 1 year of experience trading and/or performance reporting.
• Familiarity with Tamarac trading software and reporting tools preferred.
• Detailed understanding of investment products including securities, mutual funds, ETFs, index funds and separate accounts.
• 5+ years of client service, operations, or relationship support in wealth management, preferably within an RIA.

Responsibilities

• 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.

Skills

Trading

Portfolio reporting

Client service

Attention to detail

Education

Bachelor's degree in Finance/Business

Tools

Tamarac

Job description

Aldrich Wealth LP is seeking a detail-oriented Trader to work alongside our Senior Trader and report to the Investment team. You will establish, monitor, and trade client portfolios and manage the Tamarac trading system to ensure accurate cost basis transfers, custodial downloads, and up-to-date performance data.

The role supports high-net-worth clients within a hybrid California/Oregon context. A Bachelor’s degree in Finance or Business is required, with 1 year trading/ reporting experience and