Fractional Portfolio Manager, Advisor Network

🕒 July 17

🇺🇸 United States – Remote

💵 $300 - $600 / hour

⏳ Contract/Temporary

🟠 Senior

🔴 Lead

👔 Manager

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Arootah

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💼 Consulting

🧘 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

• Provide expert portfolio management advice to alternative asset managers and family offices • Manage and oversee investment portfolios, including portfolio optimization, investment selection, cash management, and risk management • Develop and direct investment programs designed to achieve client objectives • Analyze portfolios, determine asset allocation, and select underlying investment strategies • Research, propose, and implement financial solutions and investment strategies • Conduct fundamental research on investments and synthesize qualitative and quantitative data for investment decisions • Prepare investment data and provide portfolio, fund, and performance analytics • Build reporting and analysis for internal and external stakeholders • Streamline and automate processes for security selection, position weighting, and buy/sell recommendations • Identify risks, mitigations, improvement areas, and value-add opportunities • Ensure timely completion of training, compliance reporting, and investment trade processing • Determine acceptable client risk levels based on time frames, preferences, expectations, and market conditions • Evaluate portfolio performance and regulatory compliance, including investor disclosures, privacy laws, anti-money laundering, and anti-fraud requirements • Help clients develop action plans, implement policies and controls, review resources, track KPIs, and maintain consulting records

🎯 Requirements

• Minimum Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field • CFA designation • Minimum 10+ years of specific portfolio management experience with consistent long-term investment performance meeting objectives • 5+ years of analyst experience and/or extensive industry experience preferred • Deep knowledge of trading • Understanding of investing styles across public and private markets, asset allocation, and portfolio construction • Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies, and instruments • Solid knowledge of asset allocation, portfolio construction, and portfolio risk management • Proficiency in spreadsheets, databases, and software such as Morningstar Direct, Microsoft Office, FactSet, Bloomberg, and BlackRock Aladdin • Excellent written and verbal communication skills • Outstanding analytical skills; detail-oriented, proactive, and self-motivated • Ability to collaborate and partner cross-functionally with internal stakeholders • Experience with or comfort in ambiguous roles 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 • CFP or other industry designations are a plus • MBA or advanced degree in Accounting, Financial, Mathematical, or Quantitative Analysis is a plus

🏖️ Benefits

• Access to project-based engagements with hedge funds, private equity firms, and family offices • Access to opportunities through Arootah’s curated advisor network • Alt-industry-only engagements