Fractional Research Analyst

Arootah (Client); United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Arootah is seeking an experienced investment research leader for a client engagement in the United States. The role centers on advanced research frameworks, rigorous financial modeling, and thorough due diligence across hedge funds, private equity, and family offices.

The ideal candidate will hold a CFA designation, bring 8+ years of research experience, strong valuation skills, and a proven ability to translate complex analyses into clear investable theses and reports.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• CFA designation
• 8+ years of specific research experience
• 5-8 years of investment experience preferred
• Strong financial acumen and valuation skills
• Proficiency in Microsoft Office, Bloomberg, FactSet, Morningstar Direct, or BlackRock Aladdin
• Ability to distill research into investable theses and written reports
• Excellent written and verbal communication skills

Responsibilities

• Provide advice and guidance to clients on investment research frameworks and methodologies
• Design manager due diligence frameworks and standardized assessment criteria
• Build financial modeling templates including DCF, comparable company analysis, and LBO models
• Establish research documentation standards for investment memos and due diligence summaries
• Develop performance monitoring and benchmarking systems for portfolio tracking
• Train investment teams on research best practices and analytical techniques
• Build research infrastructure and knowledge management systems
• Support special projects including methodology enhancements and technology platform evaluations

Skills

Financial analysis

Investment research

Communication

Leadership

Excel

Education

Bachelor's degree

MBA

Tools

Bloomberg Terminal

FactSet

Morningstar Direct

MS Office

Aladdin

Job description

Responsibilities

• Provide advice and guidance to clients on investment research frameworks and methodologies
• Design manager due diligence frameworks and standardized assessment criteria
• Build financial modeling templates including DCF, comparable company analysis, and LBO models
• Establish research documentation standards for investment memos and due diligence summaries
• Develop performance monitoring and benchmarking systems for portfolio tracking
• Train investment teams on research best practices and analytical techniques
• Build research infrastructure and knowledge management systems
• Support special projects including methodology enhancements and technology platform evaluations

Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, or related field
• CFA designation
• 8+ years of specific research experience
• 5-8 years of investment experience preferred
• Strong financial acumen and valuation skills
• Proficiency in Microsoft Office, Bloomberg, FactSet, Morningstar Direct, or BlackRock Aladdin
• Ability to distill research into investable theses and written reports
• Excellent written and verbal communication skills

Preferred Qualifications

• MBA or Advanced Degree in Accounting, Financial, Mathematical, or Quantitative Analysis
• CFP or other industry designations

About the Company

Arootah is a talent solutions firm purpose-built for the alternative investment industry, supporting hedge funds, private equity firms, and family offices through talent acquisition, fractional leadership, and development.