Investment Specialist

About the role

We’re looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.

Responsibilities

• Work directly with the Chief Investment Officer to lead top-down investment execution for Range
• Lead the implementation of Range’s investment strategies efficiently across various investment vehicles
• Define and lead an efficient process to assist clients with account set up and transfers
• Lead daily reconciliation of portfolio holdings, transactions, and cash balances
• Manage accounts by reviewing regularly for:
  • Tax harvesting
  • Opportunistic rebalancing
  • Cash investment needs
  • Cash generation and distribution needs
• Generate and distribute client performance reports on a regular basis
• Rapidly digest important 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 we work with

Requirements

The ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business. This role is based in New York City. Employees hired for this position will work in office Monday-Friday. If you are not currently located this area, your willingness to relocate will be a contingency for employment.