Investment Analyst

About the Company

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. We’re building AI-powered wealth management, integrating investments, taxes, retirement, and estate planning into one platform. We are backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners.

Responsibilities

• Partner closely with investment leadership to support portfolio construction, asset allocation decisions, and the implementation of top-down investment strategy
• Meet with members to discuss portfolio strategy, investment management opportunities, and other investment-related topics
• Support implementation of investment strategies across member accounts, ensuring alignment with model portfolios and strategic targets
• Conduct quantitative and qualitative research across asset classes including equities, fixed income, alternatives, and private investments
• Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools
• Rapidly digest important market news and assist with the creation of investment memos, market commentary, and member-facing written and video content

Requirements

• 5+ years of experience in a similar role
• Member-facing experience with HNW and UHNW individuals
• Strong investment acumen and passion for the markets
• Strong organizational and written communication skills
• Experience using financial services technologies
• Willingness to work in-office Monday–Friday in McLean, VA or NYC

Preferred Qualifications

• CFA or CFP designations
• Series 7 and/or Series 65 or Series 66 licenses
• Experience in consumer fintech
• Demonstrated interest in the tech industry and artificial intelligence