高级投资总监
Senior Director, Investments
Compound Planning 是一家高增长的数字化家族办公室，自2022年以来管理资产规模已超过40亿美元。我们通过个性化的财务咨询和专有技术平台，为企业家、专业人士和退休人士提供服务。我们跨职能的顾问、税务专家、工程师和运营团队正在打造未来的金融机构，其基础是严谨性、客户信任和运营卓越。
作为投资高级总监，您将负责另类投资——包括公开/私人尽职调查、组合构建，并将投资思路转化为顾问可以实际用于客户的指导。
WHAT YOU'LL DO
领导另类投资
- 负责私募信贷、私募股权、风险投资、房地产、基础设施、对冲基金和其他分散化资产的研究、尽职调查和监控
- 主持另类投资子委员会——制定议程、尽职调查、建议和后续跟进
- 管理基金经理关系；根据收益来源、组合角色、结构、流动性、费用和客户价值进行推荐
帮助塑造平台
- 与传统投资一起建立配置规模、流动性、多样化和节奏的框架
- 参与公共市场子委员会；为基于ETF的模型组合和资产配置决策做出贡献
- 与工程/产品团队合作，确定投资智能如何通过内部工具交付
与顾问合作
- 作为投资伙伴，协助财富顾问进行组合构建和复杂客户对话
- 建立可扩展的框架和培训，使任何经验水平的顾问都能有效使用另类投资
跨公司协作
- 与首席投资官、投资委员会、另类投资子委员会、公共市场子委员会合作
- 与合规/法务部门协调监管要求，与运营/交易部门协调实施
WHAT WE'RE LOOKING FOR
- 7年以上相关投资经验（独立顾问机构、多家族办公室、OCIO、顾问、分配者或资产管理公司）
- 直接另类投资尽职调查经验 + 强大的公共市场/ETF/资产配置知识
- 向投资委员会汇报的记录
- 直接面向顾问/客户的经验 —— 并且喜欢这样做
- 强大的定量和定性分析及沟通能力
- 在模糊环境中跨职能建立流程的舒适度
- 本科及以上学历；CFA/CAIA优先（或正在攻读）
- 备选：Koyfin、Mornings
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OVERVIEW
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.
WHAT YOU'LL DO
Lead Alternatives
- 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
Help Shape the Platform
- Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments
- Sit on the Public Markets Subcommittee; contribute to ETF-based model portfolios and asset allocation decisions
- Work with Engineering/Product on how investment intelligence is delivered through internal tools
Partner with Advisors
- Serve as investment partner to Wealth Advisors on portfolio construction and complex client conversations
- Build scalable frameworks and education so advisors at any experience level can use alternatives well
Cross-Firm Collaboration
- Work with CIO, Investment Committee, Alternative Investment Subcommittee, Public Markets Subcommittee
- Coordinate with Compliance/Legal on regulatory requirements, Operations/Trading on implementation
WHAT WE'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
- Bachelor's required; CFA/CAIA preferred (or in progress)
- Nice to have: Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar; familiarity with AI-enabled investment tools (no dev skills required)
Our Investment Philosophy
We favor investments with understandable sources of return and a clear role in the portfolio — durable principles over market narratives. Alternatives matter when used deliberately, always in the context of the client's full financial picture.
The Opportunity
This role suits an experienced investment professional ready for real ownership: direct CIO partnership, influence over both alternative and public-market strategy, and a hand in building one of the industry's most thoughtful investment platforms. We're looking for a fundamental thinker, clear communicator, and builder.