Job Description

Job Description

Description:

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 a detailed-oriented and experienced Performance Reporting Analyst to join our team. The ideal candidate will have a strong background in investment performance analysis, with proficiency utilizing Addepar software. This role requires a minimum of two years of relevant work experience in investment performance reporting.

Requirements:

You’ll Get a Chance To

Generate accurate and timely investment performance reports using Addepar and Tamarac software systems
Analyze portfolio performance data and metrics to ensure accuracy and consistency
Resolve errors and reconcile balances
Collaborate with advisors and investment team to gather data and provide insights on performance attributes
Develop and maintain custom reports tailored to meet client and internal stakeholder requirements
Conduct performance attribution analysis to identify drivers of portfolio returns
Monitor and reconcile data discrepancies to ensure data integrity
Provide trading support as needed
Assist in ad-hoc projects and initiatives related to performance reporting and analysis
Manage relationship with third party alternative reporting partner

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 2 years of experience in an investment performance reporting role; CIPM designation a plus
Knowledge of different performance metrics (e.g., time-weighted return, internal rate of return) and their applications
Proficiency in Addepar software is required; experience with other performance reporting tools is a plus, especially Tamarac
Strong understanding of alternative investments such as hedge funds, private equity, and real estate

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 approximately 5% annual discretionary profit sharing
Time Off: 4 weeks of vacation and sick leave, 10 Paid 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.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $60,000- $75,000.

What You Should Know

This is a full-time position and can be located in Portland OR and or work remotely in the following states: AZ, CA, ID, OR, TX, UT, CO, WI, and WA.

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.

Check out more about Aldrich at https://wealthadvisors.com/

To Apply

Submit your resume. Cover letter is optional.

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