Portfolio Operations Associate

2 weeks ago


Sacramento, California, United States Compound Planning Full time
Job Overview

Compound Planning is a high growth digital family office that serves entrepreneurs, professionals, and retirees. We're looking for an experienced Trading Associate/Portfolio Trader who can help us shape our Trade Desk's offerings. In this role, you'll be responsible for executing trades, managing portfolio allocations, and optimizing investment strategies. You'll work closely with our investment, operations, and advisory teams to ensure seamless portfolio management and trade execution. To succeed, you'll need 5-7 years of trading experience, a strong understanding of trading concepts, and excellent analytical skills.

Main Responsibilities


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