Trader

About the role

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.

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

Qualifications

• 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.

Benefits

Aldrich offers a comprehensive benefits package that includes:

• Comprehensive Health Benefits and Retirement Savings
• Generous Time Off
• Paid Sabbaticals and Paid Parental Leave

Pay

A reasonable estimate of the current range for the exempt full-time position is $75,000-$105,000 DOE.

Schedule

This is a full-time hybrid position that may be based in one of our local offices in Oregon and California.