Digital Portfolio Manager

2 weeks ago


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

At Compound Planning, a high growth digital family office for entrepreneurs, professionals, and retirees, we're seeking an experienced Trading Associate/Portfolio Trader. This key role will play a vital part in shaping our Trade Desk's offerings. The ideal candidate will have 5-7 years of trading experience, leveraging their expertise to solidify the Trade Desk's capabilities. As a Trading Associate, you'll be responsible for day-to-day trading, managing portfolio allocations, ensuring efficient implementation of investment strategies, and improving outward communication and reporting metrics.

Main Responsibilities


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