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Fractional Research Analyst (Advisor Network)

3 months, 1 week ago
Anywhere
Contract
Lead
Financial Analyst
Data Science and Analytics
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Arootah

Arootah

Arootah is a premier advisory and coaching firm empowering finance executives to unlock peak performance and offering elite services for alternative investment funds, business development, and wellness modalities in NYC.

Professional Services
11-50
View All Jobs 24

Description

  • Advise clients on investment research frameworks and methodologies across public and private markets.
  • Design manager due diligence frameworks to evaluate investment strategies, track records, and operational capabilities.
  • Build financial modeling templates and tools, including DCF, comparable company, LBO, and portfolio-allocation models.
  • Establish documentation standards for investment memos, research reports, due diligence summaries, and presentations.
  • Develop portfolio performance monitoring, attribution analysis, benchmarking, and optimization frameworks.
  • Train investment teams on research methodologies, analytical techniques, data sources, and industry standards.
  • Build research infrastructure, databases, information repositories, and knowledge-management processes.
  • Support research process assessments, methodology enhancements, technology platform evaluations, and training programs.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
  • CFA designation.
  • 8+ years of research experience and 5–8 years of investment experience preferred.
  • Prior hands-on experience researching, analyzing, and recommending investment ideas for an alternative asset firm or family office.
  • Strong financial acumen, financial modeling, and valuation skills.
  • Proficiency with spreadsheets, databases, and tools such as Morningstar Direct, Microsoft Office, FactSet, Bloomberg, and BlackRock Aladdin.
  • Ability to distill research into an investable thesis and write clear reports or notes.
  • Excellent written, verbal, and presentation communication skills.
  • Ability to work collaboratively while self-directing in ambiguous environments.
  • MBA, advanced degree in accounting, finance, mathematics, or quantitative analysis, and CFP or other industry designations are preferred.

Benefits

  • Project-based consulting engagements that can fit around existing commitments.
  • Access to alternative-investment industry opportunities with hedge funds, private equity firms, and family offices.
  • Arootah manages client origination and engagement administration, allowing advisors to focus on delivery.
  • Opportunities are matched based on client demand and advisor expertise.

Interested in this position?

Apply directly on the company website

Apply Now

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