Alt Investments Analyst — AI-Driven Wealth Platform

Range; New York (NY); Vor Ort; USD 110.000 - 210.000; Vollzeit

Benefits dieser Stelle

Health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

Zusammenfassung

Range is building an AI-powered wealth platform and is seeking an Investment Analyst to join the Alternatives team. You will source and diligence managers, lead communications with members, and help implement investments across client accounts.

Based in New York City, the role emphasizes collaboration with Finance, Operations and Engineering to streamline processes and deliver institutional-quality offerings to Range’s members.

Qualifikationen

• 5+ years of experience in a similar role in wealth/alternative investments.
• Familiar with fund structures, drawdown and evergreen vehicles, LPAs and fees.
• CFA or CAIA designation; related licenses.
• Experience with high-net-worth clients.
• Strong markets understanding and investment acumen.
• Excellent written and verbal communication.
• Experience with financial services tech.

Aufgaben

• Source and screen third-party managers and funds, including drawdown and evergreen vehicles.
• Monitor funds and deals via quarterly reports and meetings.
• Evaluate co-investment opportunities from GP partners.
• Diligence pre-IPO and secondary opportunities (SPV structure, preferences, restrictions).
• Meet with members to discuss portfolio strategy and investments.
• Support implementation across member accounts aligned to model portfolios.
• Collaborate with Finance, Operations, and Engineering to improve workflows and tools.
• Summarize market developments and prepare memos and member-facing content.

Kenntnisse

5+ years experience

CFA/CAIA

Series licenses

HNW client exp

Investment acumen

Written communication

Fintech experience

AI/startups interest

Consumer fintech

Ausbildung

CFA/CAIA designation

Series 7/65/66 licenses

Jobbeschreibung

Range is building an AI-powered wealth platform and is seeking an Investment Analyst to join the Alternatives team. You will source and diligence managers, lead communications with members, and help implement investments across client accounts.

Based in New York City, the role emphasizes collaboration with Finance, Operations and Engineering to streamline processes and deliver institutional-quality offerings to Range’s members.