Investment Operations Associate

What this role involves

Range is seeking an Investment Operations Associate to own the operational lifecycle of member investment accounts, including trading, transfers, and account management. The role requires 1-3 years of experience in investment operations or related fields, and is based in McLean, VA or New York City with an in-office schedule. The company offers comprehensive benefits and is backed by notable investors.

Skills this posting asks for

• investment operations
• brokerage operations
• custodial platforms
• clearing platforms
• brokerage workflows
• trading
• transfers
• account lifecycle
• investment experience
• rebalancing
• portfolio management
• series 7
• series 63
• series 65
• series 66
• fintech
• ria
• broker-dealer

Requirements

• 1 years of experience
• Level: mid
• Remote policy: onsite

From the employer’s posting

Range is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We're obsessed with member experience! We've built an integrated platform that tackles the full sp…