Fractional Due Diligence Investment Analyst – Advisor Network

🕒 Julho 17

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Arootah

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💼 Consultoria

🧘 Bem-estar

Finance • Consulting • Wellness

A Arootah é uma fornecedora abrangente de soluções para a indústria de investimentos alternativos, oferecendo uma ampla gama de serviços adaptados a diferentes estágios da gestão de investimentos alternativos. Eles se especializam em serviços de consultoria, aquisição de talentos, desenvolvimento e coaching executivo para ajudar as empresas a alcançar o desempenho máximo. A Arootah emprega uma abordagem orientada por processos, combinada com tecnologia de ponta e orientação especializada, para proporcionar experiências transformadoras a seus clientes. Seus serviços também abrangem o bem-estar corporativo e o coaching em saúde, enfatizando uma abordagem holística para o desenvolvimento empresarial e pessoal. Com uma base sólida na interseção de finanças, tecnologia e bem-estar, a Arootah capacita empresas e indivíduos a desbloquear todo seu potencial.

Descrição

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance. • Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats. • Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors. • Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership. • Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry. • Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks. • Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential. • Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks. • Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investment objectives. • Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams. • Build and maintain due diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation. • Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development.

🎯 Requisitos

• 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