Arootah
Consultant - Portfolio Manager (Fractional/Contract Role)
Arootah, New York, New York, us, 10261
Overview
Arootah is seeking experienced Portfolio Managers to consult to our Hedge Fund and Family Office 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 Portfolio Manager, you have specific hands-on experience building, managing, and overseeing a portfolio of investments for a leading Hedge Fund or Family Office. What You'll Do
All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management. Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies. Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. Perform diligent & deep-dive fundamental research on a universe of investments. Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities. Prepare and maintain data on current and prospective investments. Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance. Build reporting and analysis for internal and external stakeholders. Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations. Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions. Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance. Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with accuracy on assigned accounts. Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations, including investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs, including developing monthly action plans and implementing 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 and accurate records of consulting results. Qualifications
Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or related field. CFA designation. MBA or advanced degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus. CFP or any industry designations a plus. Minimum 10+ years specific portfolio management experience with consistent long-term investment performance. 5+ years experience as an analyst and/or extensive industry experience preferred, including deep knowledge of trading. Understanding of a wide variety of investing styles across public and private markets and principles of asset allocation and portfolio construction. Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments. Solid knowledge of asset allocation, portfolio construction, and portfolio risk management. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills, strong analytical skills, detail-oriented, proactive, and self-motivated. Collaborative and able to partner across internal teams. Ability to work independently, prioritize work, and achieve results; capable of operating with a degree of ambiguity and creative analysis. Ability to quickly build rapport and work with a team. Job Status
Contractor Hours are based on the needs of the assigned client (0-40 hours per week). The hourly consulting rate of pay is expected to be a minimum of $300 and a maximum of $600 per hour. The rate will be determined by engagement length, level of difficulty, required specialization, professional designations, skills, and years of experience. 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. Location: New York, NY
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Arootah is seeking experienced Portfolio Managers to consult to our Hedge Fund and Family Office 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 Portfolio Manager, you have specific hands-on experience building, managing, and overseeing a portfolio of investments for a leading Hedge Fund or Family Office. What You'll Do
All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management. Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies. Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. Perform diligent & deep-dive fundamental research on a universe of investments. Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities. Prepare and maintain data on current and prospective investments. Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance. Build reporting and analysis for internal and external stakeholders. Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations. Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions. Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance. Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with accuracy on assigned accounts. Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations, including investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs, including developing monthly action plans and implementing 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 and accurate records of consulting results. Qualifications
Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or related field. CFA designation. MBA or advanced degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus. CFP or any industry designations a plus. Minimum 10+ years specific portfolio management experience with consistent long-term investment performance. 5+ years experience as an analyst and/or extensive industry experience preferred, including deep knowledge of trading. Understanding of a wide variety of investing styles across public and private markets and principles of asset allocation and portfolio construction. Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments. Solid knowledge of asset allocation, portfolio construction, and portfolio risk management. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills, strong analytical skills, detail-oriented, proactive, and self-motivated. Collaborative and able to partner across internal teams. Ability to work independently, prioritize work, and achieve results; capable of operating with a degree of ambiguity and creative analysis. Ability to quickly build rapport and work with a team. Job Status
Contractor Hours are based on the needs of the assigned client (0-40 hours per week). The hourly consulting rate of pay is expected to be a minimum of $300 and a maximum of $600 per hour. The rate will be determined by engagement length, level of difficulty, required specialization, professional designations, skills, and years of experience. 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. Location: New York, NY
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