Senior Director, Investments

Compound
United States
Workplace: RemoteFull timeUSD 150,000 - 175,000 annuallyFunction: Executive & General ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Quantitative analysis","Qualitative analysis","Stakeholder management","Building in ambiguity"]

Own alternatives investing across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers. Lead due diligence and monitoring, chair the Alternative Investment Subcommittee, and manage manager relationships. Build allocation and liquidity frameworks, contribute to ETF-based public market models, and partner with wealth advisors on portfolio construction and complex client conversations. Coordinate with CIO, Investment Committee, Compliance/Legal, and Operations/Trading to implement decisions.

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FursaFursa
Compound
Compound
2 days ago

Senior Director, Investments

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Last checked: 7 hours agoStatus: Live

Job Summary

Own alternatives investing across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers. Lead due diligence and monitoring, chair the Alternative Investment Subcommittee, and manage manager relationships. Build allocation and liquidity frameworks, contribute to ETF-based public market models, and partner with wealth advisors on portfolio construction and complex client conversations. Coordinate with CIO, Investment Committee, Compliance/Legal, and Operations/Trading to implement decisions.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Own alternatives research, due diligence, and monitoring across private credit, PE, VC, real estate, infrastructure, hedge funds, and other diversifiers.
  • •Chair the Alternative Investment Subcommittee and lead agendas, diligence, recommendations, and follow-through.
  • •Manage manager relationships and recommend based on return source, portfolio role, structure, liquidity, fees, and client value.
  • •Build allocation frameworks for sizing, liquidity, diversification, and pacing, and contribute to ETF-based model portfolios and asset allocation decisions.
  • •Partner with wealth advisors on portfolio construction and complex client conversations, and coordinate with CIO, Investment Committee, Compliance/Legal, and Operations/Trading for implementation.

Pay and Benefits

Salary: USD 150,000 - 175,000 annually
Equity and Bonus:Equity

Key Requirements

  • •7+ years of relevant investment experience (RIA, multi-family office, OCIO, consultant, allocator, or asset manager).
  • •Direct alternatives due diligence experience plus strong public markets, ETF, and asset allocation knowledge.
  • •Track record presenting to an Investment Committee.
  • •Direct advisor/client-facing experience and comfort delivering investment guidance.
  • •Bachelor's degree required; CFA/CAIA preferred (or in progress).
Experience:7+ years
Education:Bachelor's
Skills:CommunicationQuantitative analysisQualitative analysisStakeholder managementBuilding in ambiguity
Certifications:CFACAIA
Tech Stack:KoyfinMorningstarYChartsOrion Risk Intelligence

Company Brief

Compound
Compound Planning is a tech-enabled digital family office and wealth manager providing investment management, tax and estate planning, and advisor-facing technology to high-net-worth clients and financial advisors.
Industry: Wealth Management
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: New York, United States
Founded: 2022
Glassdoor
Glassdoor: 1.5
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