Investment Analyst
Supports portfolio construction, conducts research across asset classes like equities and alternatives, implements strategies, and monitors portfolios while collaborating with planning and engineering teams. Requires 5+ years experience, financial designations, and market passion.
About the job
Responsibilities
- Partner closely with the VP of Investments to support portfolio construction, asset allocation decisions, and top-down investment strategy implementation.
- Conduct quantitative and qualitative research across asset classes including equities, fixed income, alternatives, and private investments.
- Support implementation of investment strategies across client accounts, ensuring alignment with model portfolios and strategic targets.
- Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
- Lead the implementation of Range's investment strategies efficiently across various investment vehicles.
- Rapidly digest important market news and assist with market-content generation.
Requirements
- CFP, CFA, Series 65 or Series 66 designation.
- 5+ years experience in a similar role.
- Passion for the markets and strong investment acumen.
- Organizational and written communication skills.
- Experience using financial services technologies.
- An interest in the tech industry and/or experience with start-ups.
- Consumer fintech experience.
Benefits
- Comprehensive health coverage: Medical, dental and vision.
- 401k plan.
- Technology allowance.
- PTO.
- Top of Market Pay.
- Paid parental leave.
Skills
Cfa, Cfp, Series 65, Series 66, Portfolio Construction, Asset Allocation, Equities, Fixed Income, Alternatives, Private Investments, Financial Modeling, Market Analysis
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