Arootah
Due Diligence Investment Analyst for Hedge Fund/Family Office (Fractional/Contra
Arootah, New York, New York, us, 10261
Overview
Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. Learn more about us. Who We Need
We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients\' Investments, Legal & Compliance, and Sales Teams. What You\'ll Do
Apply fundamental due diligence principles to a variety of applications, including diligence of investment programs ranging from large international banks to small RIAs / multi-family offices. Work closely with the Investments Team as well as with the Legal & Compliance and Sales Teams. Present to an investment committee and interact with executive management. Perform investment and operational due diligence assessments of fund managers and specialized investment managers, analyzing strategy, investment process, risk management practices, operational controls, and legal/regulatory matters; lead due diligence meetings with investment managers across private markets, hedge funds, and traditional asset classes in SMA and commingled fund formats. Review materials to prepare for fund manager interviews and meetings. Apply analytical skills to compare investment managers against peers, benchmarks, and existing offerings to contextualize diligence findings. Provide ongoing education and updates to sales & marketing teams about industry and platform trends. Create due diligence memos and updates and present recommendations to the Investment Committee. Qualifications
Highly motivated individual with proven success in prior work experience who can execute independently on assigned tasks. Excellent organizational skills, ability to track multiple projects and priorities; strong analytical, problem solving, communication and presentation skills; high proficiency with Microsoft Office Suite; professional representation of the firm. Familiarity with alternative investments, asset classes, and strategies. Ability to develop ideas for possible improvements to the diligence process. Demonstrated ability to work in a collaborative, team environment. Ability to meet tight deadlines and dynamically shifting priorities. Job Status
Type: Part-Time/Contract Hours: Flexible, based on client needs (0-40 hours per week). The hourly consulting rate is $275 - $400 per hour. The rate will be determined by engagement length, level of difficulty, required specialization, professional designations, skills, and experience. Perks
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
Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. Learn more about us. Who We Need
We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients\' Investments, Legal & Compliance, and Sales Teams. What You\'ll Do
Apply fundamental due diligence principles to a variety of applications, including diligence of investment programs ranging from large international banks to small RIAs / multi-family offices. Work closely with the Investments Team as well as with the Legal & Compliance and Sales Teams. Present to an investment committee and interact with executive management. Perform investment and operational due diligence assessments of fund managers and specialized investment managers, analyzing strategy, investment process, risk management practices, operational controls, and legal/regulatory matters; lead due diligence meetings with investment managers across private markets, hedge funds, and traditional asset classes in SMA and commingled fund formats. Review materials to prepare for fund manager interviews and meetings. Apply analytical skills to compare investment managers against peers, benchmarks, and existing offerings to contextualize diligence findings. Provide ongoing education and updates to sales & marketing teams about industry and platform trends. Create due diligence memos and updates and present recommendations to the Investment Committee. Qualifications
Highly motivated individual with proven success in prior work experience who can execute independently on assigned tasks. Excellent organizational skills, ability to track multiple projects and priorities; strong analytical, problem solving, communication and presentation skills; high proficiency with Microsoft Office Suite; professional representation of the firm. Familiarity with alternative investments, asset classes, and strategies. Ability to develop ideas for possible improvements to the diligence process. Demonstrated ability to work in a collaborative, team environment. Ability to meet tight deadlines and dynamically shifting priorities. Job Status
Type: Part-Time/Contract Hours: Flexible, based on client needs (0-40 hours per week). The hourly consulting rate is $275 - $400 per hour. The rate will be determined by engagement length, level of difficulty, required specialization, professional designations, skills, and experience. Perks
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