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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. • Support fund formation and documentation, assisting with the preparation, organization, and filing of formation documents including LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements, and offering materials for various fund structures. • Manage investor onboarding and subscription processes, coordinating Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation, reviewing subscription agreements, verifying accredited investor status, and maintaining investor records and databases. • Coordinate regulatory filings and compliance matters, preparing and filing Form ADV, Form PF, Form D, Form 13F, state notice filings, and other regulatory submissions while tracking filing deadlines and maintaining compliance calendars. • Assist with corporate governance and entity management, maintaining corporate records, organizing board materials, tracking entity registrations, coordinating annual filings, and managing corporate minute books and resolutions. • Support contract review and vendor management, assisting with the review, organization, and tracking of service provider agreements, NDAs, employment agreements, consulting agreements, and other legal contracts. • Conduct legal research and due diligence, researching regulatory requirements, securities laws, case law, and industry best practices to support legal decision-making and policy development. • Coordinate with outside counsel, managing communications, document requests, billing review, and ensuring timely delivery of legal work product from external law firms and specialized advisors. • Manage regulatory examinations and audits, organizing document productions, coordinating responses to SEC, FINRA, or state regulator requests, and maintaining examination files and correspondence. • Maintain legal databases and document management systems, organizing and tracking legal documents, contracts, compliance records, and ensuring proper version control and document retention protocols. • Assist with employment and HR legal matters, supporting the preparation of employment agreements, offer letters, separation agreements, and ensuring proper documentation of HR policies and procedures. • Provide administrative support for legal functions, managing calendars, scheduling meetings, preparing presentations, tracking deadlines, and coordinating closings and signature processes. • Support special projects including fund launches, mergers and acquisitions, regulatory investigations, policy implementations, and system transitions requiring legal coordination.

🎯 Requirements

• Minimum of bachelor’s degree in Communications, Marketing, Finance, or Business Administration, or a related field • A minimum of 5 years of professional experience in a similar role within an Alternative Investment Firm or Family Office • Experience working with sophisticated institutional clients • Demonstrated analytical and quantitative skills • Superb written and verbal communication skills • Strong team player with strong interpersonal skills necessary to interact with personnel across senior levels of the firm • Self-starter with strong project management and follow-through skills • Excellent interpersonal and customer service skills • Enjoys organizing and is extremely detail oriented • Education and work experiences that demonstrate proficiency to perform the variety of responsibilities described