Fractional Investment Due Diligence Advisor

Opportunity Overview

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.

• Alt-industry-only engagements with hedge funds, private equity firms, and family offices
• Project-based work that fits around existing commitments
• Client origination and engagement management handled by Arootah; advisors focus on delivery

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:

We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you will provide expert advice to our Alternative Asset Firm 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.

• Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance.
• Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi‑strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long‑only portfolios in both SMA and commingled fund formats.
• Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors.
• Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership.
• Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry.
• Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back‑office capabilities to identify operational risks.
• Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk‑adjusted return potential.
• Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks.
• Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring,…