Investment Specialist Job at Range (New York City)

Client Investment Specialist

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisor...

Location

United Kingdom , London

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Job Responsibility

Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions
Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions
Act as the ambassador of the entire Investment capabilities of our Group
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of 'bespoke' clients

Investment Operations Specialist

You will be a senior team member responsible for daily Investment Operations wit...

Location

United States , Minneapolis

Salary:

82000.00 - 150000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience in investment operations dealing with Corporate Bonds, Agency MBS, Structured Securities
Bachelor's degree in finance, accounting, or related field
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
Must have basic to high proficiency with AI and/or business intelligence
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future

Job Responsibility

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
Produce reports to provide insight into accounting, compliance and risk management, and operational efficiency
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Monitor and ensure sound investment operational controls both internally and with external asset managers over core processes including trade settlement, cash, and related reconciliations
Building strong relationships internally and with asset managers

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

AIM Associate/Principal - Residential/Commercial Mortgage Loan Specialist

Senior team member responsible for daily investment operations related to Reside...

Location

United States , Minneapolis

Salary:

66000.00 - 180000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience in investment operations dealing with private credit or alternative investment strategies
Bachelor's degree in finance, accounting, or related field
Knowledge of Residential and Commercial Mortgage Loans
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future

Job Responsibility

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
Understand external manager loan valuation processes and manage and perform the internal independent price valuation
Create reports to provide insight into investment performance, accounting, compliance and risk management
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Building relationships internally and with asset managers

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...

Location

United States , San Francisco; New York; Portland

Salary:

95600.00 - 132800.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

Hold active FINRA Series 7, 63, 24
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly

Job Responsibility

Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption

What we offer

base salary
equity (stock options)
benefits

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 - 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

New

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 - 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Investment Specialist

Range

Location:
United States , New York City

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 18, 2026

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Job Description:

Job Responsibility:

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Job Posted:February 18, 2026

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Location:
United States , New York City

Category:
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Job Posted:
February 18, 2026