Fractional Research Analyst – Advisor Network

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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

• Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Alternative Asset Funds and Family Offices in the world and sharing your experience as a Research Analyst in helping clients to: • Advise on investment research frameworks and methodologies, helping clients develop comprehensive processes for evaluating opportunities across public and private markets, including fundamental analysis, sector research, and valuation techniques. • Design manager due diligence frameworks, building standardized assessment criteria, analytical tools, and processes for evaluating investment managers' strategies, track records, and operational capabilities. • Build financial modeling templates and tools, developing DCF models, comparable company analysis frameworks, LBO models, and portfolio allocation tools for client investment teams. • Establish research documentation standards, creating templates for investment memos, research reports, due diligence summaries, and presentations to ensure consistency and thoroughness. • Develop performance monitoring and benchmarking systems, designing frameworks for tracking portfolios, analyzing attribution, conducting peer comparisons, and identifying optimization opportunities. • Train investment teams on research best practices, conducting workshops on research methodologies, analytical techniques, data sources, and industry standards for investment analysis. • Build research infrastructure and knowledge management systems, organizing databases, information repositories, and document management protocols for efficient information retrieval and institutional knowledge retention. • Support special projects including research process assessments, methodology enhancements, technology platform evaluations, and team training programs requiring research expertise.

🎯 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 designation a plus. 8+ years or more of specific research experience and 5- 8 years of investment experience preferred. • Strong financial acumen and financial modeling and valuation skills. • Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). • Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation-style format. • Work effectively with team members but also have the ability to self-direct as needed. • Distill research into an investable thesis and write a report/note. • 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.