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Investment Analyst
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Full-time
- 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.
- Research, due diligence and monitoring of traditional investment managers, alternative investments, including interval funds, registered investment companies, and private partnerships.
- Minimum 5 years of investment industry experience in a research/analyst or similar role
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