Investment Analyst

About the role

We’re looking for an Investment Analyst to join our growing investment team at Range. This role is based in our headquarters in McLean, VA, or our New York City office. Employees hired for this position will work in-office Monday–Friday. If you are not currently located in the area, your willingness to relocate will be a contingency for employment.

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

• CFA or CFP designation
• Series 7 and/or Series 65 or Series 66 licenses
• 5+ years of experience in a similar role
• Member-facing experience with HNW and UHNW individuals of all ages
• Passion for the markets and strong investment acumen
• Organizational and written communication skills
• Experience using financial services technologies
• Demonstrated interest in the tech industry, artificial intelligence, and/or experience with start-ups
• Consumer fintech experience

Qualifications

• Passionate about markets and AI
• Ready to build the future of wealth management

Skills

• Strong investment acumen
• Excellent organizational and written communication skills
• Experience using financial services technologies
• Interest in the tech industry, artificial intelligence, and/or experience with start-ups

Benefits

• Comprehensive health coverage: Medical, dental, and vision
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave