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Equity Research Associate Jobs in Portland, OR (NOW HIRING)

Tax Senior Associate

Lake Oswego, OR · On-site

$95K - $105K/yr

Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the ... Excellent research and writing skills * Bachelor's degree in Accounting, Finance or other related ...

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Equity Research Associate information

See Portland, OR salary details

$36.6K

$104.8K

$164.4K

How much do equity research associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for equity research associate in Portland, OR is $104,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,500.00 and $118,800.00 per year, depending on experience, location, and employer.

What is an equity research associate?

An equity research associate is a financial analyst that provides insights to a financial manager regarding investment strategies. As an equity research associate, your responsibilities include diligently researching market trends for bonds, options, and stocks, producing a report detailing recommendations, and presenting all of this information to the financial manager. You need a bachelor’s degree for this career, and while business is the most common field, any degree that hones your analytical skills may be acceptable for this position. You can find equity research analyst positions in most financial institutions.

What does an equity research associate do?

An Equity Research Associate supports senior analysts in analyzing companies, industries, and market trends to provide investment recommendations. Their responsibilities include creating financial models, preparing research reports, gathering and interpreting data, and assisting in client presentations. They play a crucial role in helping investment firms make informed decisions about buying, holding, or selling stocks. The position requires strong analytical, quantitative, and communication skills, as well as a solid understanding of financial markets.

What are the key skills and qualifications needed to thrive as an equity research associate, and why are they important?

To thrive as an Equity Research Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting and finance, often supported by a relevant degree such as finance, economics, or accounting. Proficiency in Excel, Bloomberg Terminal, and financial databases, as well as progress toward or completion of the CFA designation, is highly valued. Exceptional written and verbal communication, attention to detail, and time management distinguish top performers in this role. These skills are crucial for producing accurate investment research, delivering actionable insights, and supporting investment decisions in a fast-paced financial environment.

What are some common challenges equity research associates face when analyzing companies across different industries?

Equity Research Associates often encounter the challenge of adapting their analysis techniques to suit different industries, each with its own metrics, valuation methods, and regulatory environments. Staying up-to-date with industry trends, learning new financial modeling approaches, and quickly synthesizing large volumes of information are essential skills. Additionally, Associates must effectively communicate their findings to both internal teams and external clients, often under tight deadlines. Developing expertise in multiple sectors can be demanding but ultimately broadens career opportunities within the field.

What is the difference between Equity Research Associate vs Financial Analyst?

AspectEquity Research AssociateFinancial Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, CFA optional
Work EnvironmentFinancial firms, investment banks, research departmentsCorporations, banks, investment firms
Employer & Industry UsagePrimarily in finance and investment sectorsBroader across industries including corporate finance
Common Search & ComparisonYesNo

Equity Research Associates focus on analyzing stocks and sectors to provide investment insights, often working in research departments of financial firms. Financial Analysts have a broader role, evaluating financial data for companies or investments across various industries. While both roles require similar credentials, Equity Research Associates specialize in equity markets, making them more comparable to roles within investment research teams.

What are the most commonly searched types of Equity Research jobs in Portland, OR?

The most popular types of Equity Research jobs in Portland, OR are:

What are popular job titles related to Equity Research Associate jobs in Portland, OR?

For Equity Research Associate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Equity Research Associate jobs in Portland, OR look for?

The top searched job categories for Equity Research Associate jobs in Portland, OR are:

What cities near Portland, OR are hiring for Equity Research Associate jobs?

Cities near Portland, OR with the most Equity Research Associate job openings:

Infographic showing various Equity Research Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $104,777 per year, or $50.4 per hour.

Tax Senior Associate

Aldrich

Lake Oswego, OR • On-site

$95K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago


Job description

Description:

Aldrich CPAs and Advisors is looking for a Senior Tax Associate. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. Senior Tax Associates will assist in preparation and review of tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who care about their co-workers, be part of a new and growing geography, strive to achieve a work-life balance within the rigors of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.


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


How We'll Reward You


At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect:


Comprehensive Health Benefits and Retirement Savings:

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
  • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off:

  • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank
  • 10 Paid Holidays, including two Floating Holidays
  • 16 Hours of Volunteer Time
  • 6 week Paid Sabbaticals every 7 years
  • 6 weeks of Paid Parental Leave

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 is $95,000 - $105,000.


You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.


For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

Requirements:

You'll Get a Chance To

  • Develop relationships with client personnel responsible for tax issues
  • Prepare income tax returns including consolidated and multi-state tax returns
  • Provide effective project management
  • Use current technology and tools to enhance the effectiveness of deliverables and service
  • Build on technical competence by keeping up-to-date on trends, developments, and technical authorities

What You Bring to the Team

  • 3+ years recent experience in public accounting with a primary focus on tax or business consulting
  • Ability to mentor others and review work product
  • Excellent research and writing skills
  • Bachelor’s degree in Accounting, Finance or other related field from an accredited college/university

What You Should Know

This is a full time position. Hybrid workplace options are available but candidates will need to be in the Lake Oswego office up to 3 days a week and must be legally authorized to work in the United States without the need for employer sponsorship.

Why Aldrich

Aldrich is a growth-minded west coast regional professional services 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 mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.


To Apply

Submit your resume. A brief cover letter is optional and appreciated.


We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.