Fractional Portfolio Manager (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.

Responsibilities

All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management; Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships; Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies; Analyze, research, propose and implement financial solutions; Perform diligent & deep dive fundamental research on universe of investments; Collect, organize, and synthesize qualitative and quantitative data necessary to make decisions on individual investment opportunities; Prepare and maintain data on current and prospective investments; Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance; Build reporting and analysis for internal and external stakeholders; Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations; Identify gaps or key areas of improvement, potential risks, mitigations, and value-add suggestions; Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance; Ensure completion of training curriculum, compliance reporting and investment trade processing on assigned accounts; Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions; Evaluate portfolio performance and ensure compliance with regulatory standards, including investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures; Provide advice and guidance to Arootah clients on portfolio/investment management needs, consulting Alternative Asset Managers and Family Offices; Develop realistic and effective monthly action plans and break goals into actionable steps; Devise a plan of action for each goal, provide resources, and implement policies, procedures, and control measures; Review, analyze and report on client tools and resources to ensure industry best practices; Evaluate each client's advancement toward goal actualization through KPIs and scoring matrices; Maintain and share detailed and accurate records of consulting results

Requirements

Minimum of Bachelor's Degree in Accounting, Finance, Business Administration, or a related field; CFA designation; Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives; Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction; Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments; Solid knowledge of asset allocation, portfolio construction, and portfolio risk management; Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.); Excellent written and verbal communication skills; Outstanding analytical skills, detail-oriented, proactive, and self-motivated; Collaborative, diplomatic, and able to cross-functionally partner with different internal stakeholders; Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action; Proven ability to work independently, prioritize work, and achieve results; Ability to quickly build rapport and work with a team

Nice to have

CFP or any industry designations; MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis; 5+ years experience as an analyst and/or extensive industry experience including deep knowledge of trading