Fractional Portfolio Manager – Advisor Network

🔥 17 hours ago

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Arootah

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🧘 Wellness

Finance • Consulting • Wellness

Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.

📋 Description

• 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. • 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

🎯 Requirements

• 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.