Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.
Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry.
Our Services Include:
Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance
Providing fractional expert advisors in key operational areas for emerging and established investment firms
Offering executive, life, health, and career coaching for individuals
Delivering talent acquisition and leadership development solutions
Developing SaaS applications for enterprise and consumer use
Visit us at https://arootah.com/advisory/ for more information.
WHO WE NEED:
We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you will provide expert advice to our Alternative Asset Firm and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams.
What You'll Do
Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance.
Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats.
Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors.
Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership.
Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry.
Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks.
Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential.
Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks.
Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investment objectives.
Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams.
Build and maintain due diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation.
Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development.
Qualifications
Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks
Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm
Familiarity with alternative investments, asset classes and strategies
Develop ideas of possible improvements to the diligence process
Demonstrated ability to work in a collaborative, team environment
Ability to meet tight deadlines and dynamically shifting priorities
Job Status
Type: Part-Time/Contract
Hours: Flexible, based on client needs (0-40 hours per week).
PERKS WITH US:
Join a well-funded disruptor in finance and technology.
Enjoy the flexibility of remote work and choosing your assignments.
Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join!
