Consultant - Head Trader (Fractional/Contract Role)

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. 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, 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:  Arootah is searching for experienced Head Traders or Directors of Trading 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 this leadership role, you have specific, hands-on experience strategically building, maintaining, and operating the full infrastructure and operations of a Trading Desk for a leading Alternative Asset Firm or Family Office.   What You'll Do

Best practice reviews.  

Developing realistic and effective action plans. 

Breaking apart goals into actionable steps.  

Advising on vendor selection and oversight.   

Creating and implementing policies, procedures, and control measures.  

Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.  

Special projects or other areas of need.   

All aspects of the day-to-day management and oversight of a trading desk including management of sell side relationships, trade commission negotiations, the full life cycle of a trade and all trading personnel.   

Developing and implementing policies for trade execution on different asset classes including knowledge of financing, settlement, capital requirements and compliance with local, state, and federal regulationsand exchange rules.   

Manage trades from inception to post-trade analysis, including building trades, pre-trade analysis, execution, communication, and settlement. 

Oversee all of the company’s trading positions, risk management, and the profitable operation of the company’s trading activities by working closely with Portfolio and Risk Managers. 

Design trade architecture, trading policies and procedures, as well as broker evaluation and trading record keeping. 

Assist Portfolio Managers as needed with rebalancing, cash management, asset allocation and risk management oversight and guidance.  

Choose, implement, and manage trading rotations, strategies, and performance metrics to evaluate and manage all trading personnel. 

Knowledge of different software programs and means of sourcing liquidity across various asset classes including high-frequency trading, algorithms, electronic crossing networks, and artificial intelligence (AI) trading programs.  

Gain in-depth knowledge of all transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements. 

Communicate market insights via verbal and written thought pieces to the investment team. 

Qualifications

A Bachelor’s Degree in Economics, Finance, Statistics, Mathematics, Computer Science, or a related field. 

Master’s Degree and/or CFA is strongly preferred. 

10+ years of prior work experience, specifically as a Head Trader or Director of Trading for an Alternative Asset Firm or Family Office with high order flow.   

In-depth understanding of various global markets, exchanges, and regulatory environments; a strong understanding of risk management and escalation. 

Prior familiarity with compliance and risk management policies regarding best execution and fair allocation practices. 

Demonstrated knowledge of conventional or proprietary OMS, EMS, and TCA research is essential. 

Strong programming skills (Python preferred) and experience working with visualization tools such as Tableau or Power BI. 

Demonstrated knowledge of statistics/econometrics and experience working with large data sets (3rd party and proprietary). 

Job Status

Contractor

Hours are based on the needs of the assigned client (0-40 hours per week).