Investment Analyst, Alternatives

The role

The Investment Analyst will perform analytical work including sourcing, due diligence, and monitoring for alternative investment offerings. This person will also engage with members as a subject matter expert and help build the operational infrastructure for the platform.

What you will do

• Partner with investment leadership to source and screen third-party managers and funds
• Monitor approved funds and deals through reports, calls, and meetings
• Evaluate co-investment opportunities from GP partners
• Diligence pre-IPO and secondary opportunities
• Meet with members to discuss portfolio strategy and investment management
• Support implementation of investment strategies across member accounts
• Collaborate cross-functionally to improve investment workflows and tools
• Digest market news and assist with investment memos, commentary, and member-facing content

Required qualifications

• 5+ years of experience in a similar role
• Working knowledge of fund structures and terms
• CFA or CAIA designations
• Series 7 and/or Series 65 or Series 66 licenses
• Member-facing experience with HNW and UHNW individuals
• Passion for the markets and strong investment acumen
• Organizational and written communication skills
• Experience using financial services technologies

Nice to have

• Demonstrated interest in the tech industry, artificial intelligence, and/or experience with start-ups
• Consumer fintech experience

Benefits

• Medical, dental, and vision coverage
• 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 that integrates investments, taxes, retirement, and estate planning. The company is backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.