Arootah
Consultant - Research Analyst (Fractional/Contract Role)
Arootah, New York, New York, us, 10261
Overview
Consultant - Research Analyst (Fractional/Contract Role). Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry, providing top business advisory services to our hedge fund client base. Our Business Advisory Services focus on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. Who We Need Arootah is searching for experienced Research Analysts to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of a Research Analyst, you have specific, hands-on experience researching, analyzing, and recommending investment ideas for a leading Hedge Fund or Family Office. Responsibilities
Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas, consulting to leading Hedge Funds and Family Offices. Develop realistic and effective monthly action plans and identify internal and contextual roadblocks. Break apart goals into actionable steps and devise a plan of action for each goal; provide resources for implementing the action plan; implement policies, procedures, and control measures. Review, analyze, and report on client tools and resources to ensure industry best practices. Evaluate each client’s advancement toward goal actualization through KPIs and scoring matrices. Maintain and share detailed records of consulting results (challenges, breakthroughs, etc.). Qualifications
Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA or Advanced Degree in Accounting, Financial, Mathematical, or Quantitative Analysis is a plus. CFP or any industry designation a plus. 8+ years or more of specific research experience and 5-8 years of investment experience preferred. Strong financial acumen and financial modeling and valuation skills. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation-style format. Work effectively with team members but also have the ability to self-direct as needed. Distill research into an investable thesis and write a report/note. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and capable of cross-functional partnering with internal stakeholders. Experience in/comfort with a role involving ambiguity, requiring creative analysis and action. Job Status
Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Compensation
The hourly consulting rate is expected to be a minimum of $150 and a maximum of $350 per hour. The rate will be determined by factors including engagement length, level of difficulty, required specialization, professional designations, skills, and years of experience. Additional Information
Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. For more information, visit us at Arootah.com.
#J-18808-Ljbffr
Consultant - Research Analyst (Fractional/Contract Role). Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry, providing top business advisory services to our hedge fund client base. Our Business Advisory Services focus on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. Who We Need Arootah is searching for experienced Research Analysts to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of a Research Analyst, you have specific, hands-on experience researching, analyzing, and recommending investment ideas for a leading Hedge Fund or Family Office. Responsibilities
Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas, consulting to leading Hedge Funds and Family Offices. Develop realistic and effective monthly action plans and identify internal and contextual roadblocks. Break apart goals into actionable steps and devise a plan of action for each goal; provide resources for implementing the action plan; implement policies, procedures, and control measures. Review, analyze, and report on client tools and resources to ensure industry best practices. Evaluate each client’s advancement toward goal actualization through KPIs and scoring matrices. Maintain and share detailed records of consulting results (challenges, breakthroughs, etc.). Qualifications
Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA or Advanced Degree in Accounting, Financial, Mathematical, or Quantitative Analysis is a plus. CFP or any industry designation a plus. 8+ years or more of specific research experience and 5-8 years of investment experience preferred. Strong financial acumen and financial modeling and valuation skills. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation-style format. Work effectively with team members but also have the ability to self-direct as needed. Distill research into an investable thesis and write a report/note. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and capable of cross-functional partnering with internal stakeholders. Experience in/comfort with a role involving ambiguity, requiring creative analysis and action. Job Status
Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Compensation
The hourly consulting rate is expected to be a minimum of $150 and a maximum of $350 per hour. The rate will be determined by factors including engagement length, level of difficulty, required specialization, professional designations, skills, and years of experience. Additional Information
Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. For more information, visit us at Arootah.com.
#J-18808-Ljbffr