Investment Analyst

Aldrich Wealth

Lake Oswego, OR, USA
Posted on May 28, 2024

Aldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation, and life goals. We guide our clients through today’s financial complexities to protect and grow their financial assets for tomorrow.

About The Position

We are looking for an experienced and motivated Investment Analyst to join our team. This individual will be responsible for firm investment portfolios ensuring overall risk and return objectives align with firm goals. The successful candidate will be ambitious, organized, detail oriented, and analytical as well as have a desire to build both internal and client relationships.

Requirements

You’ll Get a Chance To

  • Research, due diligence and monitoring of traditional investment managers, alternative investments, including interval funds, registered investment companies, and private partnerships.
  • Present portfolio recommendations and conduct portfolio reviews with relationship managers and clients
  • Develop custom portfolio implementation plans incorporating financial plan results and clients specific circumstances
  • Assist with creating and monitoring investment line ups for retirement plan clients
  • Help identify technology capable of improving the performance and/or efficiency of investment process
  • Manage relationships with external investment managers and firms
  • Support research on economic and investment trends and present relevant findings to Investment Committee
  • Present investment recommendation/analysis to Investment Committee for discussion
  • Generate written commentary and thought leadership white papers
  • Effectively organize and update investment data and materials

Critical Attributes for Success

  • Understanding of issues associated with individual clients and qualified retirement plans
  • Ability to analyze and interpret economic data and evaluate how it may impact investment returns
  • Detailed understanding of investment products, including individual securities, mutual funds, ETFs, Index fund and alternatives
  • Excellent analytical, strategic thinking and problem-solving skills
  • Ability to effectively manage simultaneous projects and ensure timely and accurate completion
  • Outstanding communication, interpersonal, and organizational skills

Education & Experience

  • Minimum 5 years of investment industry experience in a research/analyst or similar role
  • Bachelor’s degree from an accredited college or university, emphasis in Finance or Economics preferred
  • Experience in investment strategy, due diligence, risk oversight, product selections and/or client portfolio management roles
  • Chartered Financial Analyst (CFA), or desire to work towards designation

How We’ll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

  • 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

You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

What You Should Know

This is a full-time position. Hybrid workplace options are available.

Why Aldrich

Aldrich Wealth is a growth-minded west coast regional wealth management firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich’s leadership philosophy encompasses the firm’s clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared vision. Aldrich supports individuals’ pursuit of success in life and work and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

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