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
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