Senior Director - Investments

February 7

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🌪️ Kansas – Remote

Although this job is listed in Kansas, this company may be open to hiring remote in other states.

+4 more states

⛰️ Colorado – Remote 🌪️ Kansas – Remote 🗽 New York – Remote 🌪️ Oklahoma – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $125k - $160k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis

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Compound

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Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.

51 - 200 employees

💸 Finance

💳 Fintech

💰 $25M Series B on 2022-01

📋 Description

• Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office. • The Senior Director - Investments reports to the Chief Investment Officer and is a key member of the Compound Planning investment team. • Responsible for supporting the overall design and management of the firm’s investment offerings. • Requires an in-depth understanding of financial markets including experience with both public and private market securities and funds. • Ability to clearly communicate investment strategies to Wealth Advisors and clients. • Active participant on the Investment Committee, contributing to investment discussions.

🎯 Requirements

• 10+ years of experience working in the investment team of an RIA or asset manager. • Experience scaling an investment platform. • Solid understanding of financial markets, asset classes, and portfolio construction. • Experience with due diligence processes for public and private investments. • Strong quantitative and qualitative analytical skills. • Demonstrated technical skills that have been applied to financial modeling and data analysis and visualization. • Experience with financial tools/platforms such as Ycharts, Orion Risk Intelligence, Morningstar, or similar. • Awareness of market trends, macroeconomic conditions, and investment vehicles. • Experience collaborating with Wealth Advisors to explore investment options that align with client objectives. • Demonstrated ability to deliver clear and effective written and verbal communication. • Strong organizational skills to manage on-demand requests, projects and daily duties. • Ability to work independently but also work within a team structure. • Passionate about markets and investing in both public and private securities.