Responsibilities

We’re looking for an Investment Analyst to join our growing investment team at Range as we build an alternative investment offering for our members. Range will offer vetted third-party funds across private equity, private credit and real assets, plus direct co-investments and pre-IPO opportunities. The Investment Analyst reports to the Head of Alternatives and contributes to the analytical work behind every manager and deal we bring to members: sourcing, due diligence, investment committee materials and ongoing monitoring. You will also have the opportunity to engage directly with members as a subject matter expert on Range’s alternative investment offerings and the role these assets play in the broader plan for members.
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 will help set up the diligence process, the approved-manager list and the reporting that a new wealth-channel alternatives platform needs. 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 alternative investments, energized by AI, and ready to build the future of wealth management.
This role is based in 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 source and screen third-party managers and funds, including drawdown and evergreen/semi-liquid vehicles (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.
Diligence pre-IPO and secondary opportunities: 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 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.

Investment Analyst, Alternatives at Range · LumiJobs

Investment Analyst, Alternatives

Responsibilities

Benefits

Company

Range

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