Investment Analyst
Range
Investment Analyst
Range
AI-driven wealth management with CFP guidance
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.
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.
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.
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
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.
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.
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.
Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.
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