---
title: 'Investment Analyst at Range'
canonical: 'https://feeny.ai/job/investment-analyst-range-mclean-30mg8jbkseec'
type: 'job'
last_seen: '2026-11-07'
---

# Investment Analyst at Range

- **Company:** Range
- **Location:** Mclean, VA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-06
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/range/31180592-cbce-4279-bc8a-6586787db5d2

## Job description

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.

## About the role

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.

## What you’ll do with us

- 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.

What will set you apart

- 5+ years of experience in a similar role. This could be manager research or due diligence on a wealth platform, OCIO, family office, fund of funds, or investing or product work at an alternatives manager.
- Working knowledge of fund structures and terms: drawdown vs. evergreen vehicles, LPAs, fee and carry waterfalls, and liquidity provisions.
- CFA or CAIA designations
- Series 7 and/or Series 65 or Series 66 licenses
- 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

## Compensation

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.

Other compensation and benefits 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.

## Benefits

- 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.

## About Range

## Company Overview
- **One-liner**: Range is an all-in-one wealth management platform that combines AI-powered financial planning with human advisor support to help high-earning individuals manage their finances holistically.
- **Entity Type**: Private (Series C – $62.3M raised February 2026)
- **Headquarters**: McLean, Virginia, United States
- **Founded**: 2021
- **Founders**: Fahad Hassan and David Cusatis

## Core Business
- **Primary industry/industries**: Fintech – Wealth Management / AI-driven Financial Planning
- **Target customers**: B2C – high-income individuals, professionals, executives, and entrepreneurs (High Net Worth / mass affluent)
- **Mission or purpose statement**: “Help households manage their money faster, more affordably, and accurately than any other resource in the world.”

## Products & Services
- **Range Wealth Management Platform**: SaaS-based dashboard that consolidates all aspects of a member’s financial life – cash flow tracking, investment oversight, tax planning, retirement planning, real estate visibility, and direct access to a team of advisors. Augmented by AI tools for cash flow projections and tax optimization.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding – $103M raised to date (series A $12.7M in May 2023, series B in Nov 2024, series C $62.3M in Feb 2026) [pitchbook.com](https://pitchbook.com/profiles/company/494915-77)
- **Notable Investors/Partners**: Gradient Ventures (Google’s AI fund), Scale Venture Partners, Cathay Innovation, 8-Bit Capital [range.com/about-us](https://www.range.com/public/about-us)
- **Growth Signals**: 
  - 167 employees as of early 2026 (up from a small team at founding)
  - Raised $62.3M Series C in February 2026 for AI buildout and workforce expansion
  - Coverage in major outlets (e.g., McLean fintech Range raises $60M for AI financial planning)
  - Plans to gradually replace human advisor workforce with autonomous AI capabilities (reported in industry press)

## Competitive Advantages
- **Human + AI hybrid model**: Combines CFP/CPA advisors with proprietary AI tools, offering personalized guidance at a fraction of traditional wealth management fees.
- **Flat-fee pricing**: No investment minimums, making financial planning accessible to more Americans (99% lack a planner due to cost).
- **Founders’ background**: Fahad Hassan (CEO) and David Cusatis (Chief AI Architect) both left high-profile roles at Amazon and a corporate environment to build the platform.
- **Comprehensive platform**: Consolidates budgeting, investments, tax, real estate, and retirement in one place – reducing the need for multiple point solutions.

## Strategic Focus
- **AI automation**: Investing heavily in AI to eventually deliver expert-level financial advice autonomously, reducing dependency on human advisors while maintaining quality.
- **Scaling the team**: Doubling workforce (especially engineering, AI, and operations) to support product expansion.
- **Product expansion**: Deepening real estate, tax, and estate planning modules; expanding into new geographic markets beyond DC and New York.

## Why Work Here
- **Culture**: “Radical Transparency,” “Love Problems, Not Solutions,” “Take Personal Responsibility,” “Be Positive (all of the time)” – 10 core values that emphasize ownership, trust, and customer obsession.
- **Work policy**: Hybrid – employees work from HQ (McLean, VA) or remote locations; mandatory quarterly team weeks in DC to align strategy and build camaraderie.
- **Compensation & equity**: Annual salary reviews with equity adjustments; early exercise eligibility for stock options; 401(k) plan.
- **Benefits**: 100% employer-covered medical insurance (75% for dependents), dental/vision, 15 vacation days plus federal holidays, generous parental leave, gym stipend, technology allowance, meals during team weeks.
- **Growth opportunities**: Reimbursement for conferences, workshops, and professional certifications (CFP, CPA); Boomerang Program allows employees to take time off after 2 years to launch their own venture with a guaranteed seat back.
- **Team**: “DNA built from former CEOs, startup founders, professional athletes, experts from hedge funds and fastest growing tech companies.” Engineers from Amazon, Google, Citi.

## Sources
1. [pitchbook.com](https://pitchbook.com/profiles/company/494915-77) – Range company profile, funding, employees, HQ
2. [range.com/about-us](https://www.range.com/public/about-us) – Founders story, mission, advisors, investors
3. [range.com/careers](https://www.range.com/public/careers) – Benefits, values, work policy, perks
4. [builtin.com](https://builtin.com/company/range) – Office policy, year founded, culture summary
5. [linkedin.com/company/rangefinanceinc](https://www.linkedin.com/company/rangefinanceinc) – Company description
6. News headlines referenced in about-us page (e.g., “Flat-fee advisor Range raises $60M for AI financial planning”) – source: range.com/about-us

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