Fractional Portfolio Manager (Advisor Network)

Opportunity Overview

Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.

Why Join the Arootah Network

• Alt-industry-only engagements with hedge funds, private equity firms, and family offices

• Project-based work that fits around existing commitments

• Client origination and engagement management handled by Arootah; advisors focus on delivery

About Arootah

Who We’re Looking For

Core Areas of Expertise

• 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 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 sense of care and accuracy on your 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 ensures compliance with standards provided by regulatory organizations, including conformance with 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. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to:
• Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps.
• Devise a plan of action for each goal. Provide the client with resources associated with implementing their 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 key performance indicators (KPIs) and scoring matrices.
• Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.).

What You Bring

• Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA, 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 in which consistent long term investment performance has met objectives.
• 5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading.
• Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction.
• Knowledge of investment and portfolio management theory, accounting and financial principles, associated 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. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders.
• Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action.
• Proven ability to work independently, prioritize work, and achieve results.
• Ability to quickly build rapport and work with a team.