Fractional Research Advisor for Alt Investments

Remote; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Arootah is seeking experienced Research Analysts to consult for our client base in the alternative asset sector. You will research, analyze, and recommend investment ideas for leading funds and family offices.

As part of a trusted network, you will deliver insights on investment frameworks, due diligence, financial modeling, and portfolio analysis while collaborating with senior investment teams across projects that fit around your commitments.

Qualifications

• Bachelor's degree in accounting, finance or business administration; CFA designation is a plus.
• Strong financial modeling and valuation skills.
• Proficiency with spreadsheets and common financial databases.

Responsibilities

• Advise on investment research frameworks and methodologies for evaluating opportunities.
• Design manager due diligence frameworks and standardized assessment criteria.
• Build DCF, comps, LBO models and portfolio allocation tools.
• Establish research documentation standards and templates for memos and reports.
• Develop performance monitoring frameworks and benchmarking systems.
• Train investment teams on research best practices and methodologies.
• Build research infrastructure and knowledge management systems.
• Support special projects including process assessments and platform evaluations.

Skills

Financial modeling

Valuation

Excel proficiency

Analytical thinking

Education

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

CFA designation

Tools

Morningstar Direct

Microsoft Office

FactSet

Bloomberg

BlackRock Aladdin

Job description

Arootah is seeking experienced Research Analysts to consult for our client base in the alternative asset sector. You will research, analyze, and recommend investment ideas for leading funds and family offices.

As part of a trusted network, you will deliver insights on investment frameworks, due diligence, financial modeling, and portfolio analysis while collaborating with senior investment teams across projects that fit around your commitments.