Investment Analyst — AI-Powered Wealth Platform (Equity)

53 Stations; McLean (VA); Híbrido; USD 110.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity in stock options

401k plan

Health coverage

Descripción de la vacante

Range is seeking an Investment Analyst to join our investment team. You will support portfolio construction, research, and market analysis, while guiding members toward their investment goals. The role collaborates with senior leadership to translate macro views into actionable research and content for members.

We value curiosity about markets, AI, and the future of wealth management. This position is based in McLean, VA or New York, NY and requires in-office work Monday–Friday with relocation

Formación

• CFA/CFP designations or Series licenses are required or highly preferred.
• 5+ years of experience in a similar investment role.
• Experience engaging with high-net-worth clients is required.
• Strong interest in markets, fintech, and AI trends.

Responsabilidades

• Support portfolio construction and asset allocation decisions.
• Research managers and vehicles; perform market analysis.
• Meet with members to discuss portfolio strategy and opportunities.
• Implement investment strategies across member accounts per models.

Conocimientos

Investment analysis

Client-facing

Written communication

Financial services tech

Interest in AI/fintech

Educación

CFA designation

CFP designation

Series 7/65/66 licenses

Descripción del empleo

Range is seeking an Investment Analyst to join our investment team. You will support portfolio construction, research, and market analysis, while guiding members toward their investment goals. The role collaborates with senior leadership to translate macro views into actionable research and content for members.

We value curiosity about markets, AI, and the future of wealth management. This position is based in McLean, VA or New York, NY and requires in-office work Monday–Friday with relocation