Fractional Due Diligence Advisor – Alt Investments Network

Arootah; United States; Teletrabalho; USD 379 000 - 551 000; Tempo parcial

Resumo da oferta

Arootah seeks experienced Investment Management and Due Diligence Advisors to consult with a diverse client base in the alternative assets space. Advisors are engaged on a project basis, providing expert investment guidance while the firm handles client origination and engagement management.

Candidates should bring hands-on leadership in investment management and due diligence, and work closely with client teams across Investments, Legal & Compliance, and Sales.

Qualificações

• Highly motivated individual who has demonstrated success in prior work experience and can execute independently on assigned tasks.
• Excellent organizational skills with ability to track multiple projects and priorities; strong analytical, problem solving, and presentation skills; proficient with Microsoft Office.
• Familiarity with alternative investments, asset classes and strategies.
• Develop ideas for possible improvements to the due diligence process.
• Demonstrated ability to work in a collaborative, team environment.
• Ability to meet tight deadlines and dynamically shifting priorities.

Responsabilidades

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies.
• Lead due diligence meetings and manager interviews across diverse strategies.
• Prepare detailed due diligence reports and investment memos for committees and leadership.
• Review and analyze investment materials (pitch decks, DDQs, reports, disclosures).
• Assess operational infrastructure and controls (fund admins, prime brokers, custodians, NAV, reconciliation).
• Evaluate risk management frameworks, leverage, liquidity, stress tests, and scenario analysis.
• Collaborate with Legal, Compliance, and Sales teams to support negotiations and regulatory assessments.
• Monitor manager relationships with ongoing due diligence and performance monitoring.
• Provide market intelligence and industry education to sales, marketing, and investment teams.
• Build standardized due diligence frameworks and tooling; support new strategy research and platform expansion.

Conhecimentos

Independent work

Organizational skills

Analytical skills

Communication/presentation

Alternative investments familiarity

Team collaboration

Deadline management

Descrição da oferta de emprego

Arootah seeks experienced Investment Management and Due Diligence Advisors to consult with a diverse client base in the alternative assets space. Advisors are engaged on a project basis, providing expert investment guidance while the firm handles client origination and engagement management.

Candidates should bring hands-on leadership in investment management and due diligence, and work closely with client teams across Investments, Legal & Compliance, and Sales.