Consultant - Research Analyst (Fractional/Contract Role)

Job Description Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. WHO WE NEED: Arootah is searching for experienced Research Analysts to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of a Research Analyst, you have specific, hands-on experience researching, analyzing, and recommending investment ideas for a leading Hedge Fund or Family Office.

• Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Research Analyst 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.). Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as a Research Analyst 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.).

Qualifications

• 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 designation a plus. 8+ years or more of specific research experience and 5- 8 years of investment experience preferred.
• Strong financial acumen and financial modeling and valuation skills.
• Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.).
• Excellent written and verbal communication skills. Ability to communicate effectively to groups in a presentation-style format.
• Work effectively with team members but also have the ability to self-direct as needed.
• Distill research into an investable thesis and write a report/note.
• 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.

Job Status

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

Compensation $150 - $350 an hour The hourly consulting rate of pay is expected to be a minimum of $150 and a maximum of $350, 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.

• Bloomberg
• Databases
• Financial acumen
• Financial modeling
• Investment analysis
• Investment research
• Microsoft 365
• Quantitative analysis
• Report writing
• Spreadsheets

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