Fractional Research Analyst (Advisor Network)

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

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 needs match their expertise. 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.

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver.

Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-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 the alternatives industry.

One industry. One talent partner. Entry to exit.

Learn more: https://arootah.com/

Who We’re Looking For

Arootah is searching for experienced Research Analysts to consult to our client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of a Research Analyst, you have specific, hands‑on experience researching, analyzing, and recommending investment ideas for a leading Alternative Asset Firm or Family Office.

Core Areas of Expertise

• Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Alternative Asset Funds and Family Offices in the world and sharing your experience as a Research Analyst in helping clients to:
• Advise on investment research frameworks and methodologies, helping clients develop comprehensive processes for evaluating opportunities across public and private markets, including fundamental analysis, sector research, and valuation techniques.
• Design manager due diligence frameworks, building standardized assessment criteria, analytical tools, and processes for evaluating investment managers' strategies, track records, and operational capabilities.
• Build financial modeling templates and tools, developing DCF models, comparable company analysis frameworks, LBO models, and portfolio allocation tools for client investment teams.
• Establish research documentation standards, creating templates for investment memos, research reports, due diligence summaries, and presentations to ensure consistency and thoroughness.
• Develop performance monitoring and benchmarking systems, designing frameworks for tracking portfolios, analyzing attribution, conducting peer comparisons, and identifying optimization opportunities.
• Train investment teams on research best practices, conducting workshops on research methodologies, analytical techniques, data sources, and industry standards for investment analysis.
• Build research infrastructure and knowledge management systems, organizing databases, information repositories, and document management protocols for efficient information retrieval and institutional knowledge retention.
• Support special projects including research process assessments, methodology enhancements, technology platform evaluations, and team training programs requiring research expertise.

What You Bring

• Minimum of Bachelor’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 designation a plus. 8+ years or more of specific research experience and 5-8 years of investment experience preferred.
• Strong financial acumen and financial modeling and valuation skills.
• Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.).
• Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation‑style format.
• Work effectively with team members but also have the ability to self‑direct as needed.
• Distill research into an investable thesis and write a report/note.
• Outstanding analytical skills, detail‑oriented, proactive, and self‑motivated.
• Collaborative, diplomatic, and can cross‑functionally partner with different internal stakeholders.
• Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action.