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Consultant - Portfolio Manager

Remote: 
Full Remote
Experience: 
Expert & Leadership (>10 years)
Work from: 
New York (USA)

Offer summary

Qualifications:

Bachelor’s Degree in Finance or related field, CFA designation, MBA or industry designations preferred, Minimum 10+ years in portfolio management.

Key responsabilities:

  • Manage day-to-day investment portfolios
  • Analyze investment portfolios and develop strategies
  • Provide in-depth analysis and reporting to stakeholders
  • Advise Arootah clients on portfolio management needs
Arootah LLC logo
Arootah LLC Professional Training & Coaching Small startup https://www.arootah.com/
2 - 10 Employees
About Arootah LLC
Arootah is an executive coaching and business advisory service working primarily with financial executives and their companies who have the desire to unlock peak performance. Our clients are empowered to raise their standards, overcome their challenges, and most importantly, achieve results. We are a team of industrious, process-oriented, creative thinkers, who have identified and distilled proven behaviors at the intersection of finance, technology, and wellness. Our approach includes advisory, coaching, seminars, and workshops that tackle the most serious challenges that our clients face and create lasting, positive impact. We believe you can plan for success and can take control of your outcomes. We’ll be there to help you accelerate and transform yourself or your business.
See more Arootah LLC offers

Job description

Title of job: 
Hedge Fund/Family Office Consultant – Portfolio Manager 
 
About Company:  
Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to empower and elevate the performance of individuals and companies through Coaching and Business Advisory Services while utilizing cutting edge SaaS Technology. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young.  Our offerings support businesses and individuals to help raise their high standards—taking the next steps to maximize their potential. 
• We coach and consult executives in the investment and financial services industries. 
• We seed and develop new business hypotheses through our venture studio. 
• We invest with a portfolio of public and private companies that positively impact individuals and society. 
If you are interested in the opportunity to join our experienced roster of consultants that support Hedge Funds and Family Offices apply to Arootah today. Visit us at Arootah.com for more information.  
 
WHO WE NEED: 
Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base.  As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Hedge Fund or Family Office.  

What You'll Do
  • 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.   

    • What You'll Do
  • Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world 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.).  

    • Qualifications
  • 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. 
    • PERKS WITH US: 
    Become part of a well-funded disruptor in the finance, wellness, and technology space/ Culture of inspired continuous improvement in all areas of business and life. The ability to work remote. Flexible hours and ability to choose your assignments. Access to our Digital Wellness Center, including past webinars, seminar videos, and workbooks. 

    Required profile

    Experience

    Level of experience: Expert & Leadership (>10 years)
    Industry :
    Professional Training & Coaching
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Asset AllocationPortfolio OptimizationRisk ManagementFactSet (Analytics Software)Online CommunicationBloomberg Terminal

    Other Skills

    • Non-Verbal Communication
    • Diplomacy
    • Microsoft Office
    • Collaboration
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