Consultant - Research Analyst (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/advisoryfor more information.    WHO WE NEED:  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.  What You'll Do

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.

Qualifications

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. 

Job Status

Contractor

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