Senior Director - Investments

Senior Director – Investments

Company	Compound
Location	Boston, MA, USA, Las Vegas, NV, USA, Seattle, WA, USA, Washington, USA, Indianapolis, IN, USA, Houston, TX, USA, Louisville, KY, USA, Des Moines, IA, USA, Nashville, TN, USA, San Francisco, CA, USA, Austin, TX, USA, Detroit, MI, USA, Los Angeles, CA, USA, San Jose, CA, USA, Mesa, AZ, USA, Miami, FL, USA, Colorado Springs, CO, USA, Dallas, TX, USA, Virginia Beach, VA, USA, Albuquerque, NM, USA, Raleigh, NC, USA, Philadelphia, PA, USA, Wichita, KS, USA, Chicago, IL, USA, Memphis, TN, USA, Charlotte, NC, USA, Milwaukee, WI, USA, Sacramento, CA, USA, Kansas City, MO, USA, Omaha, NE, USA, Fort Worth, TX, USA, Tulsa, OK, USA, Columbus, OH, USA, Oklahoma City, OK, USA, New York, NY, USA, Phoenix, AZ, USA, Minneapolis, MN, USA, Denver, CO, USA, Jacksonville, FL, USA, Portland, OR, USA, Atlanta, GA, USA, San Diego, CA, USA, Tucson, AZ, USA, Baltimore, MD, USA
Salary	$Not Provided – $Not Provided
Type	Full-Time
Degrees
Experience Level	Expert or higher

10+ years of experience working in the investment team of an RIA or asset manager.
Experience scaling an investment platform.
Solid understanding of financial markets, asset classes, and portfolio construction.
Experience with due diligence processes for public and private investments.
Strong quantitative and qualitative analytical skills.
Demonstrated technical skills that have been applied to financial modeling and data analysis and visualization.
Experience with financial tools/platforms such as Ycharts, Orion Risk Intelligence, Morningstar, or similar.
Awareness of market trends, macroeconomic conditions, and investment vehicles.
Experience collaborating with Wealth Advisors to explore investment options that align with client objectives.
Demonstrated ability to deliver clear and effective written and verbal communication.
Strong organizational skills to manage on-demand requests, projects and daily duties.
Ability to work independently but also work within a team structure.
Passionate about markets and investing in both public and private securities.

Support the work of the investment team to deliver a world class investment platform, including:
Identifying, reviewing and recommending investment solutions across both public and private markets.
Developing and monitoring model portfolios and other value added investment offerings for wealth advisors and their clients.
Assisting in the formation and communication of the firm’s capital market assumptions and asset allocation recommendations.
Enhancing and overseeing the due diligence process for investments on the platform.
Overseeing all investment strategies, including performance tracking and alignment with asset allocation targets.
Working closely with Trading and Operations teams to efficiently implement our investment platform at scale and identify opportunities for process improvements.
Collaborating with Wealth Advisors, Business Development, Marketing to represent and evolve our investment offerings to scale business growth.
Engaging with the Legal and Compliance teams to ensure investment choices meet all regulatory requirements.