Investment Specialist - McLean, VA

Only for registered members McLean, VA, United States

3 days ago

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Job summary

Range is building an investment portfolio and operational infrastructure from the ground up.


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Responsibilities

  • Work directly with VP Investments 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
  • Manage accounts by reviewing regularly for tax harvesting opportunistic rebalancing cash investment needs cash generation and distribution needs
    • Tax harvesting
    • Cash Investment Needs
      Cash Generation And Distribution Needs.
      < b > Qualifications < ul >< li > CFP , CFA , Series 65 Or Series 66 Designation .< li > Experience In Similar Role For At Least Seven Years . < LI > Passion For Markets Strong Investment Acumen Organizational Written Communication Skills BS Or BA In Finance Accounting Or Other Related Major Preffered Experience Using Financial Services Technology An Interest In Tech Industry / Startups Consumer Fintech Experience .< br >
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