Operational Due Diligence Specialist (Fractional/Consultant 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.     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 You Are: We're seeking a highly analytical and detail-oriented Operational Due Diligence Specialist to join our roster of advisors. The ideal candidate will have a strong background in assessing the operational frameworks of investment firms, particularly within the alternative strategies space. Key Responsibilities

Conduct comprehensive operational due diligence reviews on Alternative Asset managers and investment firms, focusing on operations, firm/fund structuring, trading, valuation, portfolio accounting, fund administration, counterparty risk, technology, and compliance.

Evaluate the infrastructure, internal controls, policies, and procedures of investment managers, identifying operational risks and ensuring appropriate mitigating controls.

Prepare detailed operational due diligence reports and risk assessments, summarizing findings and providing recommendations.

Monitor ongoing developments with existing managers, including significant personnel or structural changes, and ensure compliance with established standards.

Engage in ad hoc projects and support the broader Alternatives platform, maintaining accountability and ensuring internal deadlines are met.

Communicate due diligence findings and other decision-makers, and engage in meetings with C-level executives and investors.

Qualifications:

Bachelor's degree in accounting, Business, Economics, Finance, or a related field.

5+ years of experience in operational due diligence, with an emphasis on alternative strategies, including Hedge Funds, Private Equity, Private Credit, etc.

Familiarity with private equity, venture capital, private credit, and various hedge fund strategies (e.g., long/short equity, global macro, systematic).

Ability to evaluate internal controls, fund governance, trade processing, valuation, compliance, and business continuity.

Knowledge of key service providers (administrators, custodians, auditors) and their roles in fund operations.

Superior oral and written communication skills, with experience in conducting on-site/virtual manager interviews and engaging with C-level professionals.

High attention to detail, organizational skills, and the ability to manage multiple reviews simultaneously.

Proficient in Microsoft Office and capable of maintaining internal documentation for client consumption.

Job Status

Contractor

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