Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology. Backed by Y Combinator, a16z and South Park Commons.
About the role
Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence.
What they're looking for
- 7+ years relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager)
- Direct alternatives due diligence experience + strong public markets/ETF/asset allocation knowledge
- Track record presenting to an Investment Committee
- Direct advisor/client-facing experience — and enjoys it
- Strong quant/qual analysis and communication skills
- Comfortable building process in ambiguity, across functional lines
More about this role
Compound Planning is a high-growth digital family office with over $4B in AUM added since 2022. We serve entrepreneurs, professionals, and retirees through a powerful combination of personalized financial advisory and a proprietary technology platform. Our cross-functional team of advisors, tax experts, engineers, and operators is building the financial institution of the future, one grounded in rigor, client trust, and operational excellence.
As a Senior Director, Investments, you will own alternatives - public/private due diligence, portfolio construction, and translating investment thinking into guidance advisors can actually use with clients.
Own research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers
Chair the Alternative Investment Subcommittee — agendas, diligence, recommendations, follow-through
Manage manager relationships; recommend 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
Sit on the Public Markets Subcommittee; contribute to ETF-based...
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