Investment Analyst
range · McLean
Job description
About the role
Range is building an AI‑powered wealth management platform and seeks an Investment Analyst to help create a best‑in‑class investment offering. You will support portfolio construction, manager research, market analysis, and guide members toward their investment goals.
Key responsibilities
- Partner with investment leadership to support portfolio construction, asset allocation decisions, and top‑down strategy implementation.
- Meet with members to discuss portfolio strategy, investment opportunities, and related topics.
- Support implementation of investment strategies across member accounts, ensuring alignment with model portfolios.
- Conduct quantitative and qualitative research across equities, fixed income, alternatives, and private investments.
- Collaborate with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
- Digest market news and create investment memos, market commentary, and member‑facing content.
Required profile
- 5+ years of experience in a similar investment analyst role.
- Member‑facing experience with high‑net‑worth individuals.
- Strong passion for markets and solid investment acumen.
- Excellent organizational and written communication skills.
- Interest in technology, AI, and fintech.
Required skills
- CFA or CFP designation.
- Series 7 and/or Series 65 or Series 66 licenses.
What we offer
- Base salary $110,000 – $210,000 per year.
- Equity stock options.
- Comprehensive health coverage (medical, dental, vision).
- 401k plan.
- Technology allowance.
- Paid parental leave.
- Top‑of‑market pay.
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Published 1 week ago
Expires 1 month from now
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range
McLean