AI-Driven Alternatives Analyst

Range; New York (NY); In loco; USD 110.000 - 210.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401k plan

Technology allowance

PTO

Top of Market Pay

Parental leave

Descrizione del lavoro

Range seeks an Investment Analyst to join its growing investment team in New York City, building an alternative investment offering for members. You will source, diligence, and present opportunities, while engaging directly with members as a subject‑matter expert on Range’s offerings and the broader wealth plan.

You’ll help set up diligence processes, approved-manager lists, and reporting, distilling market developments for planning and memos, with a focus on AI-driven insights and

Competenze

• 5+ years in a similar investment role (manager research, due diligence, or alternatives).
• Solid understanding of fund structures, fees, liquidity provisions, and SPV concepts.
• CFA or CAIA designations; Series 7/65/66 licenses preferred.
• Experience engaging with high-net-worth individuals and members.
• Strong investment acumen, curiosity about markets, and tech familiarity.

Mansioni

• Sourcing and screening third-party managers and funds (interval funds, non-traded REITs, BDCs).
• Monitor funds and deals via quarterly reports and meetings; prepare memos.
• Diligence pre-IPO and secondary opportunities; assess structure and preferences.
• Present investment ideas to members; contribute to content and guidance.
• Collaborate with Planning, Ops, and Engineering to optimize workflows.

Conoscenze

5+ years experience

Team collaboration

Investment acumen

Communication skills

Financial services tech

Consumer fintech

Interest in AI

Formazione

CFA or CAIA designations

Series 7/65/66 licenses

Descrizione del lavoro

Range seeks an Investment Analyst to join its growing investment team in New York City, building an alternative investment offering for members. You will source, diligence, and present opportunities, while engaging directly with members as a subject‑matter expert on Range’s offerings and the broader wealth plan.

You’ll help set up diligence processes, approved-manager lists, and reporting, distilling market developments for planning and memos, with a focus on AI-driven insights and