Range
FinTech
InvestmentAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Investment Analyst at Range. Skills: Investment management, Wealth management, Market commentary. Support portfolio construction. Support asset allocation decisions”
Industry & Context.
Willingness to relocate
What They're Looking For.
Must Have
5+ years experience, Series 7 license, Series 65 license, Series 66 license
Nice to Have
CFA designation, CFP designation, Member-facing experience HNW, Member-facing experience UHNW, Interest in tech industry, Interest in AI, Startup experience
What You'll Do.
Support portfolio construction
Support asset allocation decisions
Implement investment strategy
Conduct quantitative research
Conduct qualitative research
Create investment memos
Create market commentary
Create member content
How You'll Work.
Team & Collaboration
Cross-functional with Planning; Cross-functional with Operations; Cross-functional with Engineering
Communication Scope
Written communication; Published content
Full Job Description
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together. We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful. About the role We’re looking for an Investment Analyst to join our growing investment team at Range. In this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals. This is a unique opportunity to join a team building both a suite of institutional-quality investment offerings and the operational infrastructure to implement them from the ground up. You’ll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis. You will play a critical role in distilling market developments to our planning team and disseminating our investment recommendations and analysis to our members via meetings, messages, and published content. But we’re looking for more than just technical skill — we’re looking for someone who is deeply curious about markets, energized by AI, and ready to build the future of wealth management. 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. What you’ll do with us - Partner closely with investment leadership to s
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