AI-Driven Alternatives Investment Analyst

range.com; McLean (VA); On-site; USD 110,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

Job summary

Range is building AI-powered wealth management and is seeking an Investment Analyst to join the Alternatives team in New York City. You will source, diligence, and present investments, including private equity, private credit, and real assets, with direct member engagement as a subject matter expert.

You’ll help set up diligence processes, monitor funds, and distill market developments for planning. The role emphasizes curiosity about alternatives and tech/AI in wealth management.

Qualifications

• 5+ years of experience in a similar role (manager research or due diligence on wealth platform, OCIO, family office, funds of funds, or alternatives experience).
• Solid understanding of fund structures (drawdown vs evergreen), LPAs, fees/carry, liquidity provisions.
• CFA or CAIA designation is required or preferred.
• Series 7 and/or Series 65 or Series 66 licenses are expected.
• Direct interaction with HNW/UHNW clients is part of the role.

Responsibilities

• Source and screen third‑party managers and funds, including alternative structures.
• Monitor funds and deals via quarterly reports and meetings.
• Evaluate co‑investments with GP partners under tight timelines.
• Diligence pre‑IPO and secondary opportunities (SPV structures, preferences, transfer restrictions).
• Meet with Range members to discuss portfolio strategy and investment opportunities.
• Support implementation of investment strategies across member accounts.
• Collaborate with FP, Ops, and Engineering to improve workflows and tools.
• Create memos, market commentary, and member-facing content.

Skills

5+ yrs exp

Investment acumen

Written communication

Education

CFA or CAIA

Job description

Range is building AI-powered wealth management and is seeking an Investment Analyst to join the Alternatives team in New York City. You will source, diligence, and present investments, including private equity, private credit, and real assets, with direct member engagement as a subject matter expert.

You’ll help set up diligence processes, monitor funds, and distill market developments for planning. The role emphasizes curiosity about alternatives and tech/AI in wealth management.