Trading Associate

Compound Planning is an AI-enabled digital family office managing over $5B in assets. The Trading Associate plays a critical role on Compound’s Trade Desk, supporting portfolio implementation across client accounts.

Requirements

• Series 65 or Series 66
• 2–4 years of trading experience at an RIA, wealth management firm, broker-dealer, or investment firm
• Experience using Orion Eclipse
• Strong proficiency with Microsoft Excel
• Bachelor’s degree in Finance, Economics, Business, Accounting, or related field
• Experience with Fidelity and Schwab custodial platforms
• Knowledge of sleeve-based trading and model portfolio construction
• Experience trading equities, fixed income, ETFs, mutual funds, and options in managed accounts
• Experience with tax-efficient portfolio rebalancing
• Familiarity with Salesforce
• Strong analytical and problem-solving skills