Financial Trader

2 weeks ago


Lake Oswego, Oregon, United States Aldrich Full time
Key Responsibilities

We are seeking a detail-oriented and analytical professional to join our dynamic investment team as a Trader. This individual will work closely with our Senior Trader and our Investment and Client Services departments.

The Trader will be primarily responsible for establishing, monitoring, and trading client portfolios, as well as managing the Tamarac trading system. They will also utilize the software to meet client reporting needs, ensuring investments are properly categorized, custodial downloads are complete, cost basis transfers are accurate, and performance data is up-to-date.

Requirements
  • Minimum of 1 year of experience trading and/or performance reporting
  • Familiarity 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
What We Offer

At Aldrich, we know a great client experience starts with an exceptional employee experience. We offer a comprehensive benefits package, including:

  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance, as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays, including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $65,000-$80,000 annual salary.

For a full summary of our benefit offerings, check out Life at Aldrich here.


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