✓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
✓Best practice reviews.
✓Developing realistic and effective action plans.
✓Breaking apart goals into actionable steps.
✓Advising on vendor selection and oversight.
✓Creating and implementing policies, procedures, and control measures.
✓Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
✓Special projects or other areas of need.
✓All aspects of the day-to-day management and oversight of a trading desk including management of sell side relationships, trade commission negotiations, the full life cycle of a trade and all trading personnel.
✓Developing and implementing policies for trade execution on different asset classes including knowledge of financing, settlement, capital requirements and compliance with local, state, and federal regulationsand exchange rules.
✓Manage trades from inception to post-trade analysis, including building trades, pre-trade analysis, execution, communication, and settlement.
✓Oversee all of the company’s trading positions, risk management, and the profitable operation of the company’s trading activities by working closely with Portfolio and Risk Managers.
✓Design trade architecture, trading policies and procedures, as well as broker evaluation and trading record keeping.
✓Assist Portfolio Managers as needed with rebalancing, cash management, asset allocation and risk management oversight and guidance.
✓Choose, implement, and manage trading rotations, strategies, and performance metrics to evaluate and manage all trading personnel.
✓Knowledge of different software programs and means of sourcing liquidity across various asset classes including high-frequency trading, algorithms, electronic crossing networks, and artificial intelligence (AI) trading programs.
✓Gain in-depth knowledge of all transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements.
✓Communicate market insights via verbal and written thought pieces to the investment team.
✓A Bachelor’s Degree in Economics, Finance, Statistics, Mathematics, Computer Science, or a related field.
✓Master’s Degree and/or CFA is strongly preferred.
✓10+ years of prior work experience, specifically as a Head Trader or Director of Trading for an Alternative Asset Firm or Family Office with high order flow.
✓In-depth understanding of various global markets, exchanges, and regulatory environments; a strong understanding of risk management and escalation.
✓Prior familiarity with compliance and risk management policies regarding best execution and fair allocation practices.
✓Demonstrated knowledge of conventional or proprietary OMS, EMS, and TCA research is essential.
✓Strong programming skills (Python preferred) and experience working with visualization tools such as Tableau or Power BI.
✓Demonstrated knowledge of statistics/econometrics and experience working with large data sets (3rd party and proprietary).