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Range FinanceRange FinanceNew York, NY

Investment Specialist

Leads investment operations including trading, portfolio reconciliation, performance reporting, and market analysis for a multi-asset-class portfolio in a fintech wealth management platform. Requires 7+ years experience, finance degree preferred, and certifications like CFA or CFP.

Salary not listed
On-site7+ YOEOther

About the role

Responsibilities

  • Work directly with VP Investments to lead top-down investment execution for Range
  • Lead the implementation of Range’s investment strategies efficiently across various investment vehicles
  • Define and lead an efficient process to assist clients with account set up and transfers
  • Lead daily reconciliation of portfolio holdings, transactions, and cash balances
  • Manage accounts by reviewing regularly for tax harvesting, opportunistic rebalancing, cash investment needs, cash generation and distribution needs
  • Generate and distribute client performance reports on a regular basis
  • Rapidly digest important market news and assist with market-content generation
  • Lead and develop a team of operations specialists
  • Act as the liaison between Range and all custodians we work with

Requirements

  • CFP, CFA, Series 65 or Series 66 designation
  • 7+ years experience in a similar role
  • Passion for the markets and strong investment acumen
  • Organizational and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred
  • Experience using financial services technologies
  • An interest in the tech industry and/or experience with start-ups
  • Consumer fintech experience

Skills

cfacfpseries 65series 66portfolio managementtax harvestingrebalancingfinancial reconciliationperformance reportingfinancial services technologies

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