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Range FinanceRange FinanceMcLean, VA

Senior Portfolio Implementation Analyst

Own daily trading, rebalancing, and model implementation for member accounts at a fintech wealth manager. Requires 5+ years trading/portfolio ops experience at an RIA or asset manager plus Series 7/66 and CFA/CFP.

Salary not listed
On-site5+ YOEOther

About the role

Responsibilities

  • Conduct daily trading across all Range-managed models, ensuring accurate, timely, and compliant execution of equity, ETF, mutual fund, and fixed-income orders.
  • Own rebalancing workflows at scale, including tax-aware trading, tax-loss harvesting, and direct indexing implementation.
  • Help strengthen trading infrastructure – refining processes, controls, and tooling so execution stays accurate and scalable as Range grows.
  • Monitor and analyze trades, proactively reviewing and identifying accounts for adherence to their model portfolios and implementation plans.
  • Meet with members as needed to walk through rebalancing activities and trading mechanics in clear, plain language.
  • Partner with advisors and the broader investment team to support model changes and special account-level handling (e.g., legacy holdings, concentrated position management, and other restrictions).
  • Uphold best-execution practices and support the investment team's compliance and oversight obligations.

Requirements

  • 5+ years of experience in trading or portfolio operations at an RIA or other asset manager
  • CFA and/or CFP designations
  • Series 7 and Series 66 licenses
  • Member-facing experience with HNW and UHNW individuals
  • Experience with direct indexing, tax-loss harvesting, and tax-aware trading
  • Prior experience at a fintech or high-growth startup
  • Passion for the markets and strong investment acumen

Benefits

  • 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
  • 401(k) retirement savings program
  • Dedicated PTO plus most federal holidays
  • Comprehensive parental leave policy
  • Select meals covered throughout the week
  • Monthly movement stipend
  • Early exercise eligibility and strong focus on professional development
  • Full access to cutting-edge AI tools
  • Annual compensation reviews based on performance
  • Boomerang Program: After two years, option to take time away to start your own company (6-month hold, equity vesting paused and resumes upon return)

Skills

TradingPortfolio OperationsRebalancingTax-Loss HarvestingDirect IndexingTax-Aware TradingEquity TradingEtf TradingFixed IncomeCompliance

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