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.
Salary not listed
On-site5+ YOEOther
About the role
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.
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