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 more than $4 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 in order to protect and grow their financial assets for tomorrow.

We have an opportunity for an analytical and detail-oriented Investment Analyst to join our team! This person will work closely with the Director of Investments and provide investment due diligence, monitoring and recommendation of investment managers covering alternative, risk-based, equity and fixed income strategies. The Investment Analyst maintains direct relationships with professionals at external investment firms as part of the due diligence and monitoring activities.

Responsibilities 

• Assist in research and due diligence of investment products and managers 

• Conduct due diligence meetings with external investment firms 

• Create investment menu for retirement plans – multiple custodians 

• Provide manager specific updates at Investment Committee meetings 

• Maintain approved manager list and identify areas where additional managers may be needed 

• Regularly schedule and document investment meetings with current and prospective investment managers

• Closely monitor approved investment manager performance and identify potential performance issues 

• Monitor investments and ensure use of the lowest cost investment option 

• Research covering less utilized asset classes, such as convertible bonds or commodities 

• Maintain on-watch list and create detailed write ups of managers failing to meet the minimum acceptable performance criteria 

• Identification of strategically attractive assets classes that could improve portfolio returns

Critical Attributes for Success 

• Understanding of modern portfolio theory and efficient frontier concepts

• Detailed knowledge of investment products, including individual securities, mutual funds, ETFs, Index funds and separate accounts 

• Strong writing and presentation skills 

• Familiarity with alternative investments and their role in a diversified portfolio 

Education and Experience 

• 2-5 years of investment industry experience 

• Bachelor’s degree from an accredited college or university with emphasis in Finance or Economics 

• Proficiency with Excel and conducting statistical analyses 

• Prior experience with Morningstar and Tamarac is a plus 

• CFA preferred, or interest in achieving designation 

Aldrich is an equal opportunity employer. 

Perks and Benefits 

Our employees enjoy a competitive compensation and benefits package, including:

• Medical, dental, vision, life, and disability insurance 

• 401(k) plan with match and profit sharing 

• 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, Paid Parental Leave, and 3.5 weeks of vacation and sick leave in the form of a Paid Time-Off bank 

To Apply 

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.