Investment Analyst

Range•McLean, VA

1d•$110,000 - $210,000•Onsite

About The Position

Range is building an AI-powered wealth management platform that brings investments, taxes, retirement, and estate planning together. The Investment Analyst will join Range’s growing investment team to help build an alternative investment offering for members, including vetted third-party funds across private equity, private credit, and real assets, as well as direct co-investments and pre-IPO opportunities. Reporting to the Head of Alternatives, the analyst will support sourcing, due diligence, investment committee materials, and ongoing monitoring of managers and deals. The role also includes engaging with members as a subject matter expert on alternative investments and explaining how these assets can fit into their broader financial plans. This is an opportunity to help establish institutional-quality investment offerings and the operational infrastructure behind them, including diligence processes, an approved-manager list, and reporting. The analyst will also communicate market developments to the planning team and share investment recommendations and analysis with members through meetings, messages, and published content. The position is based in Range’s New York City office and is in-office Monday through Friday. Candidates outside the area must be willing to relocate as a contingency for employment.

Requirements

At least 5 years of experience in a similar role, such as manager research or due diligence at a wealth platform, OCIO, family office, or fund of funds, or investing or product work at an alternatives manager.
Working knowledge of fund structures and terms, including drawdown versus evergreen vehicles, LPAs, fee and carry waterfalls, and liquidity provisions.
Strong investment acumen and passion for the markets.
Strong organizational and written communication skills.
Experience using financial services technologies.

Nice To Haves

CFA or CAIA designation.
Series 7, Series 65, or Series 66 license.
Member-facing experience with HNW and UHNW individuals of all ages.
Demonstrated interest in the technology industry or artificial intelligence, and/or experience with start-ups.
Consumer fintech experience.

Responsibilities

Partner with investment leadership to source and screen third-party managers and funds, including drawdown and evergreen or semi-liquid vehicles such as interval funds, tender-offer funds, non-traded REITs, and BDCs.
Monitor approved funds and deals through quarterly reports, manager calls, and annual meetings.
Evaluate co-investment opportunities from GP partners, often on short timelines.
Conduct diligence on pre-IPO and secondary opportunities, including SPV structure, share class and preferences, transfer restrictions, information rights, layered fees, and exit paths.
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.
Collaborate with Financial Planning, Operations, and Engineering to improve investment workflows and tools.
Digest important market news and assist in creating investment memos, market commentary, and member-facing written and video content.
Help establish the alternative investment diligence process, approved-manager list, and reporting infrastructure.