Fractional Due Diligence Investment Analyst (Advisor Network)

Arootah; United States; On-site; USD 379,000 - 551,000; Part time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Independent work

Organizational skills

Analytical skills

Communication/presentation

Alternative investments familiarity

Team collaboration

Deadline management

Job description

Opportunity Overview

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 needsmatchtheirexpertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.

Why Join the Arootah Network

• Alt-industry-only engagements with hedge funds, private equity firms, and family offices

• Project-based work that fits around existing commitments

• Client origination and engagement management handled by Arootah; advisors focus on delivery

About Arootah

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.

Mosttalentfirms solve one problem. Because we cover the full spectrum, we can help clientsidentifyand solve the right one. We start with diagnosis, then deliver.

Our team has run alternative investment firms at the highestlevelsas COOs, CFOs, and CCOs. That operator experience, combined with 15+ years ofalternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in thealternativesindustry.

One industry. Onetalentpartner. Entry to exit.

Learn more: https://arootah.com/

Who We’re Looking For

We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you willprovideexpert advice to our Alternative Asset Firm and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams.

Core Areas of Expertise

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance.

• Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats.

• Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings andidentifydifferentiation factors.

• Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership.

• Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials toprepare formanager meetings andidentifykey areas of inquiry.

• Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities toidentifyoperational risks.

• Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential.

• Collaborate with Legal, Compliance, and Sales teams, providing investmentexpertiseto support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks.

• Monitor existing manager relationships,conductingongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investmentobjectives.

• Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams.

• Build andmaintaindue diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation.

• Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development.

What You Bring

• Highly motivated individual who hasdemonstratedsuccess in prior work experience, and who is able to execute independently on assigned tasks

• Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree ofproficiencywith Microsoft Office Suite programs Ability to professionallyrepresentthe firm

• Familiarity with alternative investments, assetclassesand strategies

• Develop ideas ofpossible improvementsto the diligence process

• Demonstrated ability to work in a collaborative, team environment

• Ability to meet tight deadlines and dynamically shifting priorities

$275 - $400 an hour

Important Note

This opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit.