3 Aldrich Wealth LP Jobs near me
Aldrich Wealth LP is Hiring an Investment Analyst Near Oswego, OR
Full-time
DescriptionAldrich 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 PositionWe 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.
RequirementsYou’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
- 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
- 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
- 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
What You Should KnowThis is a full-time position. Hybrid workplace options are available.
Why AldrichAldrich 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.
Check out more about Aldrich at https://wealthadvisors.com/
To ApplySubmit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.
Job Summary
Full Time
$89k-126k (estimate)
04/26/2024
07/20/2024
wealthadvisors.com
Lake Oswego, OR
25 - 50
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The job skills required for Investment Analyst include Analysis, Wealth Management, Leadership, Financial Services, Due Diligence, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Analyst positions, which can be used as a reference in future career path planning. As an Investment Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Analyst. You can explore the career advancement for an Investment Analyst below and select your interested title to get hiring information.
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