Fractional Director of Investor Relations (Advisor Network)

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 needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise. Arootah is searching for experienced Directors or Heads of Investor Relations to consult its client base. 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 and fit.

Responsibilities

Provide advice and guidance to Arootah clients on Investor Relations needs; Develop realistic and effective monthly action plans; Identify internal and contextual roadblocks; Break apart goals into actionable steps; Devise a plan of action for each goal; Provide clients with resources for implementing action plans; Implement policies, procedures, and control measures; Review, analyze and report on client tools and resources to ensure industry best practices; Evaluate client advancement through KPIs and scoring matrices; Maintain and share detailed records of consulting results; Manage and oversee day-to-day investor relations, including client onboarding, answering client questions, ongoing servicing and ensuring a positive investor experience; Deliver an accurate and consistent message to existing and potential investors; Assist in creating, editing, and maintaining marketing documents (pitch books, fund risk reports, monthly investor publications, customized client materials and thought pieces); Proactively address RFPs and Due Diligence Questionnaires (DDQs) and maintain related documentation; Review monthly performance reports; Work with senior management, operations, risk management, legal, and compliance to satisfy client and regulatory requirements; Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows; Maintain and update distributable monthly attribution, risk, and AUM templates; Maintain external and internal databases with firm data; Facilitate weekly and monthly performance update emails; Handle ad hoc prospect and current client requests

Requirements

Minimum of Bachelor's Degree in Communications, Marketing, Finance, or Business Administration, or a related field; MBA or advanced degree is a plus; Sales or financial industry designations (such as Series 7 or Series 63) are a plus; A minimum of seven (7) years of professional experience in a similar IR/Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office; Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities; Instinct on sales and desire to establish new relationships; Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy; Demonstrated analytical and quantitative skills and superb written and verbal skills; Confident client presentation skills (in person and phone); Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm; Self-starter with strong project management and follow-through skills; Previously served in a senior role as a Director or Head of Investor Relations

Nice to have

MBA or advanced degree; Sales or financial industry designations (such as Series 7 or Series 63)

Benefits

Alt-industry-only engagements with hedge funds, private equity firms, and family offices; Access to project-based opportunities through the Arootah advisor network