Investment Analyst

McLean, VA. Posted a month ago

The role

You will support portfolio construction, manager and vehicle research, and market analysis. You will also guide members toward investment goals and disseminate investment recommendations via meetings, messages, and published content.

What you will do

Partner with investment leadership to support portfolio construction and asset allocation decisions.
Meet with members to discuss portfolio strategy and investment management opportunities.
Support implementation of investment strategies across member accounts.
Conduct quantitative and qualitative research across asset classes.
Collaborate cross-functionally with Financial Planning, Operations, and Engineering.
Digest market news and assist with investment memos, market commentary, and member-facing content.

Required qualifications

Organizational and written communication skills
Passion for the markets and strong investment acumen

Nice to have

CFA or CFP designations
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
Experience using financial services technologies
Demonstrated interest in the tech industry, artificial intelligence, and/or experience with start-ups
Consumer fintech experience

Benefits

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

Before you apply

Willingness to relocate is a contingency for employment if not currently located in the area

About the company

Range is building AI-powered wealth management. The company is backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.