Senior Director - Investments - 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 to deliver a world class investment platform.
• Identify, review, and recommend investment solutions across public and private markets.
• Develop and monitor model portfolios for wealth advisors and clients.
• Assist in forming and communicating capital market assumptions.
• Enhance and oversee the due diligence process for investments.
• Oversee investment strategies, including performance tracking.
• Collaborate with Trading and Operations teams for efficient implementation.
• Engage with Legal and Compliance teams to ensure regulatory compliance.

Requirements

• 10+ years of experience in an investment team of an RIA or asset manager.
• Experience scaling an investment platform.
• Solid understanding of financial markets and portfolio construction.
• Experience with due diligence processes for investments.
• Strong analytical skills.
• Technical skills in financial modeling and data analysis.
• Experience with financial tools like Ycharts or Morningstar.
• Awareness of market trends and investment vehicles.
• Experience collaborating with Wealth Advisors.
• Strong communication skills.
• Organizational skills to manage projects and requests.
• Ability to work independently and within a team.
• Passionate about markets and investing.

Benefits

• Opportunity to work in a high growth environment.
• Collaborate with a team of seasoned professionals.
• Engage in meaningful investment discussions.
• Contribute to the development of innovative investment solutions.
• Work remotely with a flexible schedule.