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(Part-Time Contract Role) Due Diligence Investment Analyst for Hedge Fund/Family Office

Remote · USA Full-time New today

Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. Learn more about us WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. The hourly consulting rate of pay is expected to be a minimum of $275 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience. AREAS OF EXPERTISE:

  • A key aspect of this role will be your ability to apply fundamental due diligence principals to a variety of applications, such as the diligence of investment programs ranging from large international banks to small RIAs / multi-family offices
  • As a member of the due diligence team, you will work closely with other members of the Investments Team, as well as with the Legal & Compliance and Sales Teams
  • This role includes frequent presentations to an investment committee and interactions with executive management
  • Perform investment and operational due diligence assessments of fund managers and specialized investment managers involving analysis and assessment of prospective strategy, investment process, risk management practices, operational controls, and legal/regulatory matters Lead due diligence meetings with investment managers ranging from niche private markets strategies (private real estate, private credit, litigation finance, etc.) to diverse hedge fund strategies to long-only traditional asset class portfolios in both an SMA and commingled fund format
  • Review materials received to prepare for fund manager interviews and meetings
  • Apply analytical skills to review investment managers against peers, benchmarks and existing investment offerings to contextualize diligence findings
  • Provide ongoing education and updates to sales & marketing teams about industry and platform trends
  • Create due diligence memos and updates and present recommendations to the Investment Committee Qualifications
  • Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks
  • Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with bolthires Office Suite programs Ability to professionally represent the firm
  • Familiarity with alternative investments, asset classes and strategies
  • Develop ideas of possible improvements to the diligence process
  • Demonstrated ability to work in a collaborative, team environment
  • Ability to meet tight deadlines and dynamically shifting priorities Job Status
  • Type: Part-Time/Contract
  • Hours: Flexible, based on client needs (0-40 hours per week). PERKS WITH US: Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at. Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. Join our elite team of consultants supporting Hedge Funds and Family Offices. Arootah is a leader in personal and professional development within the Investment and Financial Services industry. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of Hedge Funds and Family Offices. Founded by Rich Bello, Co-Founder and COO of the $10 billion hedge fund Blue Ridge Capital, Arootah leverages over 30 years of industry experience. Rich's background includes leadership roles at Morgan Stanley, Tiger Management, and Ernst & Young. Learn more about us WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our prestigious client base. As a consultant, you will provide expert advice to our Hedge Fund and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. The hourly consulting rate of pay is expected to be a minimum of $275 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience. AREAS OF EXPERTISE:
  • A key aspect of this role will be your ability to apply fundamental due diligence principals to a variety of applications, such as the diligence of investment programs ranging from large international banks to small RIAs / multi-family offices
  • As a member of the due diligence team, you will work closely with other members of the Investments Team, as well as with the Legal & Compliance and Sales Teams
  • This role includes frequent presentations to an investment committee and interactions with executive management
  • Perform investment and operational due diligence assessments of fund managers and specialized investment managers involving analysis and assessment of prospective strategy, investment process, risk management practices, operational controls, and legal/regulatory matters Lead due diligence meetings with investment managers ranging from niche private markets strategies (private real estate, private credit, litigation finance, etc.) to diverse hedge fund strategies to long-only traditional asset class portfolios in both an SMA and commingled fund format
  • Review materials received to prepare for fund manager interviews and meetings
  • Apply analytical skills to review investment managers against peers, benchmarks and existing investment offerings to contextualize diligence findings
  • Provide ongoing education and updates to sales & marketing teams about industry and platform trends
  • Create due diligence memos and updates and present recommendations to the Investment Committee Qualifications
  • Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks
  • Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with bolthires Office Suite programs Ability to professionally represent the firm
  • Familiarity with alternative investments, asset classes and strategies
  • Develop ideas of possible improvements to the diligence process
  • Demonstrated ability to work in a collaborative, team environment
  • Ability to meet tight deadlines and dynamically shifting priorities Job Status
  • Type: Part-Time/Contract
  • Hours: Flexible, based on client needs (0-40 hours per week). PERKS WITH US: Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at. Apply tot his job Apply tot his job

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