Consultant Due Diligence Investment Analyst for Hedge Fund/Family Office
Arootah
Contract
Remote
United States
$275 - $400 USD yearly
Mathematics & Finance
JOB TITLE: Hedge Fund/Family Office Consultant – Investment Management and Due Diligence
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. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting 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 Investment Management and Due Diligence Advisors 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 this leadership role, you have specific, hands-on experience as a leader in the Investment Management and Due Diligence space and will work closely with clients Investments Teams, as well as with the Legal & Compliance and Sales Teams
AREAS OF EXPERTISE:
- A key aspect of this role will be your ability to apply fundamental due diligence principals to a variety of applications, such as the diligence of investment programs ranging from large international banks to small RIAs / multi-family offices
- As a member of the due diligence team, you will work closely with other members of the Investments Team, as well as with the Legal & Compliance and Sales Teams
- This role includes frequent presentations to an investment committee and interactions with executive management
- Perform investment and operational due diligence assessments of fund managers and specialized investment managers involving analysis and assessment of prospective strategy, investment process, risk management practices, operational controls, and legal/regulatory matters Lead due diligence meetings with investment managers ranging from niche private markets strategies (private real estate, private credit, litigation finance, etc.) to diverse hedge fund strategies to long-only traditional asset class portfolios in both an SMA and commingled fund format
- Review materials received to prepare for fund manager interviews and meetings
- Apply analytical skills to review investment managers against peers, benchmarks and existing investment 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
AREAS OF EXPERTISE:
- A key aspect of this role will be your ability to apply fundamental due diligence principals to a variety of applications, such as the diligence of investment programs ranging from large international banks to small RIAs / multi-family offices
- As a member of the due diligence team, you will work closely with other members of the Investments Team, as well as with the Legal & Compliance and Sales Teams
- This role includes frequent presentations to an investment committee and interactions with executive management
- Perform investment and operational due diligence assessments of fund managers and specialized investment managers involving analysis and assessment of prospective strategy, investment process, risk management practices, operational controls, and legal/regulatory matters Lead due diligence meetings with investment managers ranging from niche private markets strategies (private real estate, private credit, litigation finance, etc.) to diverse hedge fund strategies to long-only traditional asset class portfolios in both an SMA and commingled fund format
- Review materials received to prepare for fund manager interviews and meetings
- Apply analytical skills to review investment managers against peers, benchmarks and existing investment 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 who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks
- Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm
- Familiarity with alternative investments, asset classes and strategies
- Develop ideas of possible improvements to the diligence process
- Demonstrated ability to work in a collaborative, team environment
- Ability to meet tight deadlines and dynamically shifting priorities
$275 - $400 an hour
PERKS WITH US: Become part of a well-funded disruptor in the finance and technology space. The ability to work remotely. Flexible hours and ability to choose your assignments. The hourly consulting rate of pay is expected to be a minimum of $275 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience Be part of a high-energy, thriving company in the early stages of expansion! We are growing our team, now is the time to join! Job Status: Part-time/Contracted position Visit us at Arootah.com for more information.