Investment Analyst

Summary

Join Compound Planning, a high-growth digital family office, as an Investment Analyst reporting to the Chief Investment Officer. You will provide analytical and organizational support to the investment team, requiring understanding of financial markets and experience analyzing public and private market securities and funds. This role offers broad exposure to the firm's investment and trading processes, as well as interaction with various teams. Strong communication skills are essential. The position requires 3+ years of relevant experience and advanced proficiency in Excel. A bachelor's degree in a related field is required, and a CFA designation is preferred.

Requirements

• 3+ years of experience working in the investment team of an RIA or asset manager
• Experience with public and private market securities and funds analysis
• Demonstrated quantitative and qualitative analytical skills applied to performance analysis, and investment-related data interpretation
• Advanced proficiency in Excel or other spreadsheet software
• Experience with financial tools/platforms such as Ycharts, Orion Risk Intelligence, Morningstar, or similar
• Demonstrated ability to deliver clear and effective written and verbal communication
• Strong attention to detail and proactive desire to learn
• Strong organizational skills to manage on-demand requests, projects and daily duties
• Ability to work independently but also work within a team structure

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
• Ongoing model performance reporting to CIO, including creation and maintenance of model factsheets
• Participating in due diligence meetings with public and private investment managers and conducting additional analysis as directed
• Supporting the maintenance and updating of due diligence documentation for public and private investments
• Write up and maintain weekly investment team meeting minutes
• Preparing regular and ad hoc reporting for the CIO and Investment Strategy Group

Preferred Qualifications

• Bachelor’s Degree required with an emphasis in economics, business, finance, math or accounting
• CFA designation or candidate preferred but not required