Investment Analyst - Remote

Overview

Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

In Short

• Support the investment team in delivering a world-class investment platform.
• Analyze and communicate about investment solutions across public and private markets.
• Report on model performance to the CIO.
• Participate in due diligence meetings with investment managers.
• Maintain due diligence documentation for investments.
• Write and maintain meeting minutes for the investment team.
• Prepare regular and ad hoc reporting for the CIO and Investment Strategy Group.

Requirements

• 3+ years of experience in an investment team of an RIA or asset manager.
• Experience with public and private market securities and funds analysis.
• Strong quantitative and qualitative analytical skills.
• Advanced proficiency in Excel or other spreadsheet software.
• Experience with financial tools/platforms like Ycharts or Morningstar.
• Familiarity with data visualization tools is a plus.
• Strong written and verbal communication skills.
• Attention to detail and proactive learning attitude.
• Strong organizational skills for managing requests and projects.
• Ability to work independently and within a team.

Benefits

• Opportunity to work in a high-growth environment.
• Exposure to a variety of investment processes.
• Collaboration with a team of experienced professionals.
• Access to proprietary digital platforms.