Fractional Portfolio Manager (Advisor Network)

Arootah; United States; On-site; USD 3,300 - 6,700; Full time

Job summary

Arootah is expanding its advisor network to provide expert portfolio management consulting for leading alternative asset firms and family offices. You will build, manage, and optimize portfolios, delivering thorough analyses and actionable investment insights for high-profile clients.

Role offers engagement-based, project-oriented work with flexible hours and international client exposure, leveraging extensive industry experience and a strong network of coaches.

Qualifications

• Arootah seeks experienced Portfolio Managers with hands-on investing experience.
• Minimum 10+ years portfolio management with durable performance.
• Analytical, independent, proactive, and collaborative.

Responsibilities

• Manage and oversee a portfolio of investments for clients.
• Develop investment programs to meet client objectives.
• Analyze portfolios to determine asset allocation and strategy.
• Provide in-depth portfolio analytics and reporting.
• Identify risks and improvement opportunities; propose actions.

Skills

Portfolio management

Financial analysis

Communication skills

Excel

Data interpretation

Education

Bachelor’s Degree in Accounting, Finance, or Business Administration

CFA designation

MBA or advanced degree (aplus)

Tools

Morningstar Direct

Microsoft Office

FactSet

Bloomberg

BlackRock Aladdin

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

Arootah is searching for experienced Portfolio Managers toconsult toour highly prestigious client base.As a consultant, you will work with our Alternative Asset Firm and Family Office clients toprovideexpert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-onexperiencingbuilding, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office.

Core Areas of Expertise

• All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investmentselection, cashmanagementand risk management.

• Develop, recommend, and direct the execution of investment programs designed to achieve investmentobjectivesfor accounts or family relationships.

• Review and analyze investment portfolios to developthe appropriateasset allocation and select underlying investment strategies.

• Analyze, research,proposeand implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research.

• Perform diligent & deep dive fundamental research onuniverseof investments.

• Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities.

• Prepare andmaintaindata on current and prospective investments.

• Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance.

• Build reporting and analysis for internal and external stakeholders.

• Problemsolveto streamline and automate inefficient processes including securityselection, position weighting, buy/sell and add/trim recommendations.

• Identifygaps or key areas of improvement,any potentialrisks, mitigations, and value-add suggestions.

• Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance.

• Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handledtimely, withsenseof care and accuracy on your assigned accounts.

• Determineacceptable risk levels for clients based ontime frames, risk preferences, return expectations, and market conditions.

• Evaluate the performance of investment portfolios andensurescompliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

• Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to:

• Develop realistic and effective monthly action plans.Identifyinternal and contextual roadblocks. Break apart goals into actionable steps.

• Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures.

• Review, analyze and report on client tools and resources to ensure industry best practices.

• Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.

• Maintain and share detailed andaccuraterecords of consulting results (challenges, breakthroughs, etc.).

What You Bring

• Minimum ofBachelor’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 designations a plus.

• Minimum10+ years specific portfolio management experience in which consistent long term investment performancehas metobjectives.

• 5+years experienceas an analyst and/or extensive industry experience preferred including a deep knowledge of trading.

• Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction.

• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments.

• Solid knowledge of asset allocation, portfolio construction, and portfolio risk management.

• Proficiencyin spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.).

• Excellent written and verbal communication skills. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic,and cancross-functionally partner with different internal stakeholders.

• Experience in/comfort with a role with a degree of ambiguity, 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.

$300 - $600 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 andfit.