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Investment Trader: Portfolio Rebalancing & Reporting
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-13
Listing for:
Aldrich
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Aldrich Wealth seeks a detail-oriented Trader to manage and trade client portfolios and operate the Tamarac system. You will work with the Senior Trader and Investment/Client Services to keep data accurate, meet reporting needs, and ensure proper categorization and cost basis transfers.
The role offers hybrid work in Oregon/California with $75,000–$105,000 DOE and a comprehensive benefits package. Experience with high-net-worth clients preferred and a BA in Finance or related field.
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