Investment Analyst: AI-Driven Alternatives & Wealth

Wwshemi

McLean (VA)

In loco

USD 110.000 - 210.000

Tempo pieno

7 ore fa
Candidati tra i primi

Una candidatura completa in un minuto

Curriculum e lettera di presentazione personalizzati, pronti da inviare.

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Vantaggi offerti da questo lavoro

Stock options
Health coverage
401k plan
Tech stipend
Paid time off
Parental leave

Descrizione del lavoro

Range is building an AI-powered wealth-management platform with an investments team in the New York City office. The Investment Analyst will contribute to sourcing, due diligence, and analysis behind manager selections, funds, and co-investments, while engaging with members on investment ideas.

You will help establish the diligence process, approved-manager lists, and reporting for the new wealth-channel alternatives platform, translating market developments into actionable memos and content for

Competenze

  • 5+ years in a similar role (manager research or due diligence on wealth platform, OCIO, family office, or funds).
  • Knowledge of fund structures, LPAs, fees, carry waterfalls, liquidity provisions.

Mansioni

  • Source and screen third-party managers and funds.
  • Monitor approved funds through reports and meetings.
  • Evaluate co-investment opportunities from GP partners.
  • Diligence pre-IPO and secondary opportunities (SPV, share class, preferences).
  • Meet with members to discuss portfolio strategy and investments.

Conoscenze

Investment analysis
Due diligence
Market research
Financial modeling
Communication

Formazione

CFA/CAIA designation
Series 7/65/66 licenses

Strumenti

Excel
CRM systems
Portfolio software
Data visualization tools

Descrizione del lavoro

Range is building an AI-powered wealth-management platform with an investments team in the New York City office. The Investment Analyst will contribute to sourcing, due diligence, and analysis behind manager selections, funds, and co-investments, while engaging with members on investment ideas.

You will help establish the diligence process, approved-manager lists, and reporting for the new wealth-channel alternatives platform, translating market developments into actionable memos and content for

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