# Investment Specialist

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** New York, NY, McLean, VA
**Role:** Other
**Experience:** 7+ years
**Skills:** cfa, cfp, series 65, series 66, portfolio management, tax harvesting, rebalancing, financial reconciliation, performance reporting, financial services technologies
**Posted:** 2024-08-13

> 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.

## Job Description

## 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

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