Fractional Portfolio Manager (Advisor Network)

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Project & Program ManagementPortfolio Manager

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Quick Summary

Requirements Summary

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.

Technical Tools

Project & Program ManagementPortfolio Manager

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.

What We Offer

~5 min read

✓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

✓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.).

✓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.