Due Diligence Investment Analyst for Hedge Fund / Family Office (Fractional / Contract Role)

Job Description

Job Description

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

• 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

Job Status

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.

PERKS WITH US :

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. Now is the time to join!

For more information, visit us at Arootah.com.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.