Openings >> Investment Analyst
Investment Analyst
Summary
Title:Investment Analyst
ID:439
Service:Aldrich Wealth
Location:Lake Oswego, OR
Description

About Aldrich Wealth
Aldrich Wealth is a dynamic, fast growing and established independent registered investment advisor (RIA) at the fore front of the industry.  As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we are top 15 in the markets we serve, and manage almost $2 billion in assets.

Our firm provides a comprehensive and customized menu of financial services to individuals, businesses and trusts. We integrate these services so that our clients can grow and preserve their personal and business wealth. Our "big picture" approach, with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals.

Represented by people who have demonstrated the ability to help build, manage, and preserve wealth, our company continues to grow each year by providing services of value and deeming the trust our clients have placed in us as a privilege.  Aldrich is an equal opportunity employer.

The Role
We are looking for a unique problem solver and numbers-minded financial professional to join our team as an Investment Analyst.  This role works closely with our Senior Investment Analyst and Director of Investments to implement the firm's investment processes across client accounts.  The successful candidate will have between 2 and 3 years of experience in a similar role, be self-motivated, have a solid understanding of the financial markets and investment theories and be able to understand how those theories impact the firm's investment philosophy. Candidates that fit into our firm and culture will have a desire to work in the registered investment advisors (RIA) environment, enjoy working as part of a team and have a passion for investments.

What You'll Do

  • Assist in research and due diligence of investment products
  • Oversee investment manager performance
  • Efficiently and accurately trade and rebalance accounts using Morningstar Direct and Tamarac
  • Ensure consistency of trading models and models in reporting
  • Generate portfolio reviews with proposed recommendations
  • Update fund performance and index sheets 
Who You Are
  • Curious
  • Detail Oriented
  • Collaborative
  • Ambitious
  • Analytical
Why You Should Apply
  • Competitive salary 
  • Incentive compensation plan based on personal, division and firm results
  • You will never stop growing
  • Retirement plan
  • Variety of time off including PTO, volunteer leave and 8 week paid sabbatical every seven years
This opening is closed and is no longer accepting applications
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