What are the responsibilities and job description for the Investment Analyst position at Compound Planning?
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.
General Description
The Investment Analyst reports to the Chief Investment Officer is responsible for providing analytical and organizational support to the Compound Planning investment team. The position requires understanding of financial markets, including experience analyzing both public and private market securities and funds. The position will provide broad exposure to the firm's investment and trading process as well as the operations, engineering and financial advisor teams. Strong communication skills, especially with investment related topics, are essential.
Responsibilities :
- Support the work of the investment team to deliver a world class investment platform, including :
Analyzing and communicating about Compound's investment solutions across both public and private markets.
Qualifications
Preferred Education and Designations
