Range
Investment Specialist
McLean, VA
Sponsorship not specifiedDetected 39 days ago
AccountingCommunication
About the role
- We're looking for an experienced investment operations leader to be a key member of our investment team.
- This individual will be responsible for a full range of trading, monitoring, analysis, and reporting functions for a complex, multi-asset-class portfolio.
- But we're looking for more than just an investment operations rockstar - we're looking for someone who is passionate about the markets and is able to quickly digest market news and help distill and disseminate it to our planning team as well as our members.
Responsibilities
- Work directly with the Chief Investment Officer to lead top-down investment execution for Range
- Lead the implementation of Range's investment strategies efficiently across various investment vehicles
- Define and lead an efficient process to assist clients with account set up and transfers
- Lead daily reconciliation of portfolio holdings, transactions, and cash balances
- Manage accounts by reviewing regularly for
- Lead and develop a team of operations specialists
- As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
- 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.
Requirements
- Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.
Nice to have
- BS or BA in Finance, Accounting, or other related major preferred
Skills
- Organizational and written communication skills
Benefits
- Comprehensive health coverage: Medical, dental and vision
- Paid parental leave
- 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.
- Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps.
Equal opportunity
- equal opportunity workplace.
Visa & Work Authorization
- employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status
This listing is sourced directly from Range's careers page and normalized into a canonical job model.