Investment Analyst
At a glance
Mid-level Investment & Corporate Development role at Range. McLean · full-time · $110,000–$210,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Work with investment leaders to shape portfolios, assess asset allocation choices and put broad investment strategy into practice
- Meet with members to review portfolio approaches and discuss investment management options
- Apply investment strategies across member accounts, keeping holdings aligned with model portfolios and target allocations
- Research equities, fixed income, alternatives and private investments using quantitative and qualitative methods
- Track market developments and turn them into memos, commentary and member-facing written or video material
What you bring
- At least five years in a comparable investment role
- You have worked directly with high-net-worth and ultra-high-net-worth clients across age groups
- Strong investment judgment, curiosity about markets, and clear writing and organizational skills
Who this fits
This mid-level role suits someone who can combine investment research with member conversations and ongoing portfolio implementation. You’ll work in the McLean or New York City office Monday through Friday; if you’re outside those areas, relocating is a condition of employment.
From the employer
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.
We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.
About the role
We’re looking for an Investment Analyst to join our growing investment team at Range. In this role, you will play a critical part in building out a best-in-class investment management offering by supporting portfolio construction, manager and vehicle research, and market analysis, while guiding members toward their investment goals.
This is a unique opportunity to join a team building both a suite of institutional-quality investment offerings and the operational infrastructure to implement them from the ground up. You’ll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis. You will play a critical role in distilling market developments to our planning team and disseminating our investment recommendations and analysis to our members via meetings, messages, and published content.
But we’re looking for more than just technical skill — we’re looking for someone who is deeply curious about markets, energized by AI, and ready to build the future of wealth management.
This role is based in our headquarters in McLean, VA, or our New York City office. Employees hired for this position will work in-office Monday–Friday. If you are not currently located in the area, your willingness to relocate will be a contingency for employment.
What you’ll do with us
Partner closely with investment leadership to support portfolio construction, asset allocation decisions, and the implementation of top-down investment strategy.
Meet with members to discuss portfolio strategy, investment management opportunities, and other investment-related topics.
Support implementation of investment strategies across member accounts, ensuring alignment with model portfolios and strategic targets.
Conduct quantitative and qualitative research across asset classes including equities, fixed income, alternatives, and private investments.
Collaborate cross-functionally with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
Rapidly digest important market news and assist with the creation of investment memos, market commentary, and member-facing written and video content.
What will set you apart
CFA or CFP designations
Series 7 and/or Series 65 or Series 66 licenses
5+ years of experience in a similar role
Member-facing experience with HNW and UHNW individuals of all ages
Passion for the markets and strong investment acumen
Organizational and written communication skills
Experience using financial services technologies
Demonstrated interest in the tech industry, artificial intelligence, and/or experience with start-ups
Consumer fintech experience
Compensation
Base salary range: $110,000 – $210,000
This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.
Other compensation and benefits
The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.
Benefits
Comprehensive health coverage: Medical, dental, and vision
401k plan
Technology allowance
PTO
Top of Market Pay
Paid parental leave
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.