AI-Driven Alternatives Analyst — Equity & Top Pay

range.com; McLean (VA); Sur place; USD 110 000 - 210 000; Plein temps

Avantages offerts par ce poste

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

Résumé du poste

Range is building an AI-powered wealth platform and seeking an Investment Analyst to join the investment team. You will source, diligence, and monitor third-party funds across private equity, private credit, and real assets, and assist with co-investments and direct member communications.

You will help develop the diligence process, reporting, and content used for member communications, partnering with Planning, Operations, and Engineering to improve workflows and automation.

Qualifications

• 5+ years of experience in a similar role.
• Working knowledge of fund structures and terms: drawdown vs evergreen, LPAs, fee and carry waterfalls, liquidity provisions.
• 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
• Demonstrated interest in the tech industry, artificial intelligence, and/or experience with start-ups
• Consumer fintech experience

Responsabilités

• Source and screen third-party managers and funds, including drawdown and evergreen/semi-liquid vehicles.
• Monitor approved funds and deals through quarterly reports, manager calls and annual meetings.
• Evaluate co-investment opportunities from GP partners, often on short timelines.
• Diligence pre-IPO and secondary opportunities: SPV structure, share class and preferences, transfer restrictions, information rights, layered fees and exit paths.
• Meet with members to discuss portfolio strategy, investment management opportunities, and other investment-related topics.
• Support implementation of investment strategies across member accounts, ensuring alignment with model portfolios and strategic targets.
• Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
• Rapidly digest important market news and assist with the creation of investment memos, market commentary, and member-facing written and video content.

Connaissances

Investment analysis

Due diligence

Sourcing & screening

Member-facing communication

AI in investments

Formation

CFA or CAIA designation

Outils

Financial services technologies

Description du poste

Range is building an AI-powered wealth platform and seeking an Investment Analyst to join the investment team. You will source, diligence, and monitor third-party funds across private equity, private credit, and real assets, and assist with co-investments and direct member communications.

You will help develop the diligence process, reporting, and content used for member communications, partnering with Planning, Operations, and Engineering to improve workflows and automation.