Senior Director, Investments

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $150k - $175k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Compound

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

💰 $25M Series B on 2022-01

Finance • Fintech

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.

📋 Description

• Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers • Chair the Alternative Investment Subcommittee, including agendas, diligence, recommendations, and follow-through • Manage manager relationships and make recommendations based on source of return, portfolio role, structure, liquidity, fees, and client value • Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments • Participate in the Public Markets Subcommittee and contribute to ETF-based model portfolios and asset allocation decisions • Work with Engineering and Product to deliver investment intelligence through internal tools • Serve as an investment partner to Wealth Advisors on portfolio construction and complex client conversations • Build scalable frameworks and education for advisors to use alternatives effectively • Collaborate with the CIO, Investment Committee, Alternative Investment Subcommittee, and Public Markets Subcommittee • Coordinate with Compliance and Legal on regulatory requirements and Operations and Trading on implementation

🎯 Requirements

• 7+ years relevant investment experience in an RIA, multi-family office, OCIO, consultant, allocator, or asset manager • Direct alternatives due diligence experience • Strong public markets, ETF, and asset allocation knowledge • Track record presenting to an Investment Committee • Direct advisor/client-facing experience • Strong quantitative and qualitative analysis and communication skills • Comfortable building processes amid ambiguity and across functional lines • Bachelor's degree required • CFA or CAIA preferred, or in progress • Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar • Familiarity with AI-enabled investment tools; development skills not required

🏖️ Benefits

• Equity • Bonus