# Senior Portfolio Implementation Analyst

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** McLean, VA, New York, NY
**Role:** Other
**Experience:** 5+ years
**Skills:** Trading, Portfolio Operations, Rebalancing, Tax-Loss Harvesting, Direct Indexing, Tax-Aware Trading, Equity Trading, Etf Trading, Fixed Income, Compliance
**Posted:** 2026-06-26

> 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.

## Job Description

## 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)

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