Investment Specialist

About the Company

Range is building AI-powered wealth management, integrating investments, taxes, retirement, and estate planning into a single platform. Backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners, Range is a fast-growing fintech startup.

Responsibilities

• Work directly with the Chief Investment Officer to lead top-down investment execution
• Lead the implementation of investment strategies across various vehicles
• Define and lead processes for client account setup and transfers
• Lead daily reconciliation of portfolio holdings, transactions, and cash balances
• Manage accounts for tax harvesting, opportunistic rebalancing, and cash needs
• Generate and distribute regular client performance reports
• Digest market news and assist with market-content generation
• Lead and develop a team of operations specialists
• Act as the liaison between Range and all custodians

Requirements

• 7+ years of experience in a similar investment operations role
• Strong investment acumen and passion for the markets
• Excellent organizational and written communication skills
• Experience using financial services technologies

Preferred Qualifications

• CFP, CFA, Series 65, or Series 66 designation
• BS or BA in Finance, Accounting, or a related major
• Experience in consumer fintech or with startups