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