Fractional Due Diligence Investment Analyst

Arootah (Client); United States; Remote; USD 120,000 - 160,000; Full time

Job summary

Arootah is seeking an experienced due diligence professional to lead comprehensive investment manager assessments in a fast-paced environment. You will conduct diligence on funds, prepare memos, review materials, and collaborate with Legal, Compliance, and Sales teams to support contracts and regulatory assessments.

Ideal candidates have leadership in investment management, familiarity with alternatives, strong analytical and presentation skills, and proficiency in MS Office.

Qualifications

• Hands-on leadership in investment management and due diligence.
• Familiarity with alternative investments, asset classes and strategies.
• Strong analytical, problem solving, communication, and presentation skills.
• High proficiency with Microsoft Office Suite.
• Ability to execute independently and meet tight deadlines.
• Ability to work in a collaborative, team environment.

Responsibilities

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies.
• Lead due diligence meetings and manager interviews across diverse strategies including hedge funds and private markets.
• Perform comparative analysis and peer benchmarking.
• Prepare detailed due diligence reports and investment memos for investment committees.
• Review and analyze investment materials including pitch decks, DDQs, and audited financials.
• Assess operational infrastructure and controls including fund administrators and prime brokers.
• Evaluate risk management frameworks and liquidity management.
• Collaborate with Legal, Compliance, and Sales teams to support contract negotiations and regulatory assessments.
• Monitor existing manager relationships and conduct ongoing performance monitoring.
• Build and maintain due diligence frameworks and standardized assessment criteria.

Skills

Leadership in Investment Management &

Alternative investments familiarity

Analytical & presentation skills

Microsoft Office Suite proficiency

Independent execution under deadlines

Team collaboration

Tools

Microsoft Office Suite

Job description

About the Company

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.

Responsibilities

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies
• Lead due diligence meetings and manager interviews across diverse strategies including hedge funds and private markets
• Perform comparative analysis and peer benchmarking
• Prepare detailed due diligence reports and investment memos for investment committees
• Review and analyze investment materials including pitch decks, DDQs, and audited financials
• Assess operational infrastructure and controls including fund administrators and prime brokers
• Evaluate risk management frameworks and liquidity management
• Collaborate with Legal, Compliance, and Sales teams to support contract negotiations and regulatory assessments
• Monitor existing manager relationships and conduct ongoing performance monitoring
• Build and maintain due diligence frameworks and standardized assessment criteria

Requirements

• Hands-on leadership experience in Investment Management and Due Diligence
• Familiarity with alternative investments, asset classes, and strategies
• Strong analytical, problem solving, communication, and presentation skills
• High degree of proficiency with Microsoft Office Suite
• Ability to execute independently and meet tight deadlines
• Ability to work in a collaborative, team environment