Fractional Portfolio Manager; Advisor Network

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 needsmatchtheirexpertise. 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.

Mosttalentfirms solve one problem. Because we cover the full spectrum, we can help clientsidentifyand solve the right one. We start with diagnosis, then deliver.

Our team has run alternative investment firms at the highestlevelsas 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 thealternativesindustry.

One industry. Onetalentpartner. Entry to exit.

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Arootah is searching for experienced Portfolio Managers toconsult toour highly prestigious client base.

As a consultant, you will work with our Alternative Asset Firm and Family Office clients toprovideexpert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands‑onexperiencingbuilding, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office.

• All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investmentselection, cashmanagementand risk management.
• Develop, recommend, and direct the execution of investment programs designed to achieve investmentobjectivesfor accounts or family relationships.
• Review and analyze investment portfolios to develop the appropriateasset 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 onuniverseof investments.
• Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities.
• Prepare andmaintaindata 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.
• Problemsolveto streamline and automate inefficient processes including securityselection, 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…