Senior Portfolio Implementation Analyst

About the role

We're looking for a Senior Portfolio Implementation Analyst to join our Investment Team and own the account trading and model implementation that keeps every member aligned with their investment plan. This is a chance to shape the trading function of our rapidly growing Investment Management offering.

Responsibilities

• Conduct daily trading across all Range-managed models, ensuring accurate, timely, and compliant execution of equity, ETF, mutual fund, and fixed-income orders.
• Own rebalancing workflows at scale, including tax-aware trading, tax-loss harvesting, and direct indexing implementation.
• Help strengthen our trading infrastructure – refining processes, controls, and tooling so execution stays accurate and scalable as Range grows.
• Monitor and analyze trades, proactively reviewing and identifying accounts for adherence to their model portfolios and implementation plans.
• Meet with members as needed to walk through rebalancing activities and trading mechanics in clear, plain language.
• Partner with advisors and the broader investment team to support model changes and special account-level handling (e.g., legacy holdings, concentrated position management, and other restrictions).
• Uphold best-execution practices and support the investment team's compliance and oversight obligations.

Requirements

• CFA and/or CFP designations
• Series 7 and Series 66 licenses
• 5+ years of experience in trading or portfolio operations at an RIA or other asset manager
• Member-facing experience with HNW and UHNW individuals
• Experience with direct indexing, tax-loss harvesting, and tax-aware trading
• Prior experience at a fintech or high-growth startup
• Passion for the markets and strong investment acumen

Qualifications

• Master's degree in Finance, Economics, or related field
• Proven track record of success in similar roles
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Skills

• Advanced Excel and data analysis skills
• Experience with portfolio management software
• Knowledge of financial regulations and compliance
• Strong understanding of market trends and investment strategies

Benefits

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• 401(k): Retirement savings program to support your future
• Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
• Parental Leave: Comprehensive leave policy for growing families
• Meals: Select meals covered throughout the week
• Fitness: Monthly movement stipend
• Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
• Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster
• Annual Compensation Reviews: Salary and equity refreshes based on performance
• Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Pay

Competitive salary and equity compensation package

Schedule

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.