Talent.com
Range
Investment SpecialistRange • New York, NY, US
No longer accepting applications
Investment Specialist

Investment Specialist

Range • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Investment Operations Leader

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 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. This position offers a unique opportunity to join a team that is building an investment portfolio and operational infrastructure from the ground up.

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.

Our ideal candidate has strong interpersonal skills and years of experience managing the operational workload of a private wealth management business.

This role is based in New York City. Employees hired for this position will work in office Monday-Friday. If you are not currently located this area, your willingness to relocate will be a contingency for employment.

What you'll do with us

  • 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 tax harvesting, opportunistic rebalancing, cash investment needs, cash generation and distribution needs
  • Generate and distribute client performance reports on a regular basis
  • Rapidly digest important market news and assist with market-content generation
  • Lead and develop a team of operations specialists
  • Act as the liaison between Range and all custodians we work with

What will set you apart

  • CFP, CFA, Series 65 or Series 66 designation
  • 7+ years experience in a similar role
  • Passion for the markets and strong investment acumen
  • Organizational and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred
  • 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
  • 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.

Create a job alert for this search

Investment Specialist • New York, NY, US

Similar jobs

Private Equity Investments Analyst (Co-Investments)

GCM GrosvenorNew York, NY, United States
Full-time

Private Equity Investments Analyst (Co-Investments).New York, New York, United States.Working as a member of the Private Equity Investments team, the Analyst will be involved in all aspects of priv... Show more

 • Promoted

PGIM: 2027 Real Estate, Originations Investment Analyst Program

Prudential FinancialNew York, NY, United States
Full-time

PGIM: 2027 Real Estate, Originations Investment Analyst Program.Investment Management - Investments.Location(s): New York, NY; Atlanta, GA; San Francisco, CA; Chicago, IL; Dallas, TX; Los Angeles, ... Show more

 • Promoted

Manager, Investment Marketplace

MslgroupNew York, NY, United States
Full-time

Manager, Investment Marketplace.The Manager, Investment Marketplace is responsible for supporting day-to-day investment operations for digital media across client teams.The Manager, Investment Mark... Show more

 • Promoted

Investment Strategy Director

FanDuelNew York, NY, United States
Full-time

Get future opportunities sent straight to your email. Show more

 • Promoted

Investment Associate GenAI

Elliot PartnershipNew York, NY, United States
Full-time

Investment Associate GenAI Business Strategy & Transformation.Are you a strategic thinker with an investor's mindset, ready to shape the future of Generative AI at a premier global quantitative in... Show more

 • Promoted

Investment Associate

BetaworksNew York, NY, United States
Full-time

Associate Portfolio Company Support.We are seeking an associate to join our team and contribute to portfolio company support, growing the investment funnel, building community and hosting events.Be... Show more

 • Promoted

Investment Analyst

SetpointNew York, NY, United States
Full-time

At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights.We integrate financial expertise with opera... Show more

 • Promoted

Wealth Investment Support Specialist II ( New York, NY.)

Truist IncNew York City, NY, United States
Full-time +1

Investment Support SpecialistProvides in-office client and advisor support interfacing with our affluent Investment clients and Centers of Influence.Provide essential investment support in the dail... Show more

 • Promoted

Special Assets, Associate

Blue OwlNew York, NY, United States
Full-time

Blue Owl is seeking a Special Assets, Associate to support the management of stressed and underperforming credit investments by re underwriting actionable credits, assessing liquidity and drivers o... Show more

 • Promoted

Investment Engineer

Bridgewater AssociatesNew York City, NY, United States
Full-time

Investment EngineerFor 50 years, Bridgewater has pursued one idea:the world can be understood.Markets and economies follow cause-and-effect relationshipsand by understanding them, we think we can b... Show more

 • Promoted

Investment Specialist

RangeNew York, NY, United States
Full-time

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 ... Show more

 • Promoted

Investment Analyst

New York UniversityNew York, NY, United States
Full-time

The Investment Analyst will work closely with the Investment Office team to support the management of New York University's endowment.Provide critical due diligence, research, and analysis across p... Show more

 • Promoted

Manager, Investment Marketplace

Prodigious WorldwideNew York, NY, United States
Full-time

Manager, Investment Marketplace.The Manager, Investment Marketplace is responsible for supporting day-to-day investment operations for digital media across client teams.The Manager, Investment Mark... Show more

 • Promoted

Investor Relations, Specialist

NasdaqNew York, NY, United States
Full-time

The Investor Relations Specialist works closely with the SVP, Investor Relations and Nasdaq business leaders, including Executive Leadership, Finance, Marketing and Legal teams to deliver on IR str... Show more

 • Promoted

Specialist, Business Development- Investment Management Group

Davis PolkNew York City, NY, United States
Temporary

Business Development SpecialistThe Business Development team supports the firm across a broad spectrum of new business and client relationship-building activities, including the creation of new bus... Show more

 • Promoted

Principal, Investment Specialist

Pantheon VenturesNew York, NY, United States
Full-time

Principal, Investment Specialist.New York, New York, United States.Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative app... Show more

 • Promoted

Investment Associate

Bridgewater Associates LPNew York, NY, United States
Full-time

For 50 years, Bridgewater has pursued one idea: the world can be understood.Markets and economies follow cause-and-effect relationshipsand by understanding them, we think we can beat the markets an... Show more

 • Promoted

PGIM: 2027 Real Estate, Originations Investment Analyst Program

PGIM Private CapitalNew York, NY, United States
Full-time

PGIM: 2027 Real Estate, Originations Investment Analyst Program.Investment Management - Investments.Location(s): New York, NY; Atlanta, GA; San Francisco, CA; Chicago, IL; Dallas, TX; Los Angeles, ... Show more

 • Promoted

Maritime Investment Analyst

Marathon Asset ManagementNew York, NY, United States
Full-time

Marathon Asset Management is a leading global asset manager specializing in public and private credit with ~$23 billion in AUM.Marathon is recognized as a distinguished leader with 27+ years of exc... Show more

 • Promoted

Asset Management -Investment Specialist, Private Markets - Managing Director

JPMorgan Chase Bank, N.A.New York City, NY, United States
Full-time

Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide uniqu... Show more