Fractional Portfolio Manager (Advisor Network)

About Arootah

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition. 

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver. 

Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry. 

One industry. One talent partner. Entry to exit. 

Learn more: https://arootah.com/ 

Who We’re Looking For

Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious 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 Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office.  

Core Areas of Expertise

• 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. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research.   

• Perform diligent & deep dive fundamental research on universe of investments.   

• Collect, organize, and synthesize both 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, any potential risks, mitigations, and value-add suggestions.     

• Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance.     

• Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts.   

• Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.   

• Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.    

• Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to:   

• 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 the client with resources associated with implementing their action plan. 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 key performance indicators (KPIs) and scoring matrices.    

• Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). 

What You Bring

• 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 designations a plus.  

• Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives.   

• 5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading.  

• 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 can 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.