Fractional Research Analyst (Advisor Network)

Arootah; United States; On-site; USD 207,000 - 482,000; Part time

Job summary

Arootah is seeking experienced Research Analysts to advise clients in the alternative asset space. You will research, analyze, and propose investment ideas for leading funds and family offices.

As a consultant, you will deliver frameworks, models, and memos, while supporting client engagement and knowledge management. This is a project-based advisory role within a broad talent network.

Qualifications

• Experience in investment research and financial analysis within leading funds or family offices.
• Proven ability to develop investment theses and perform rigorous frameworks.
• Strong command of financial modeling, valuation, and data interpretation.

Responsibilities

• Advise on investment research frameworks and methodologies for evaluating opportunities.
• Design manager due diligence frameworks and standardized assessment criteria.
• Build financial modeling templates, including DCF, comps, and LBO models.
• Establish research documentation standards for memos and reports.
• Develop performance monitoring and benchmarking systems for portfolios.
• Train investment teams on research best practices and methodologies.
• Build research infrastructure and knowledge management systems.
• Support special projects requiring researchexpertise.

Skills

Financial modeling

Valuation

Excel

Data analysis

Quantitative reasoning

Communication skills

Education

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

CFA designation

MBA or Advanced Degree

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 Research Analysts to consulttoour 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 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 oninvestment 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 managerduediligence 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, andidentifyingoptimization 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,methodologyenhancements, technology platform evaluations, and team training programs requiring researchexpertise.

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 designationa plus. 8+ years ormore ofspecific research experience and 5- 8 years of investment experience preferred.


• Strong financial acumen and financialmodelingand valuation skills.


• Proficiencyin 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 toself-directas needed.


• Distill research into an investable thesis and write a report/note.


• 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.

$150 - $350 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.