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Fractional Director of Operations (Advisory Network)

Role overview

Qualifications

  • A Bachelor’s Degree in Economics, Finance, Mathematics, Accounting, Computer Science, or a related field with a strong academic record
  • 10+ years of specific experience as a Director of Operations at a Alternatives Asset Firm or Family Office
  • Strong knowledge of multiple asset classes, security types, financial instruments, investment strategies, and capital markets, including a detailed understanding of capital markets and how products trade, settle and are invested
  • Excellent problem solving, analytical, team and time management skills managing multiple deadlines for self and others

Responsibilities

  • Provide expert advice to Alternative Asset Firm and Family Office clients
  • Manage and oversee daily operations including proper accounting, recordkeeping, and trade settlement
  • Lead all aspects of attestation and audit processes for operations group
  • Ensure compliance with local, state, and federal securities laws and regulations

Other skills

  • Problem Solving
  • Analytical Skills
  • Teamwork
  • Time Management
  • Detail Oriented
  • Social Skills

About the company

Arootah LLC logo

Arootah LLC

Professional Training & Coaching

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.

Company details

Company typeSmall startup
IndustryProfessional Training & Coaching
Company size2 - 10

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Job description

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 needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise. 

Why Join the Arootah Network 

  • 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 


About Arootah

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. 

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver. 

Our team has run alternative investment firms at the highest levels as 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 the alternatives industry. 

One industry. One talent partner. Entry to exit. 

Learn more: https://arootah.com/ 


Who We’re Looking For
Arootah is searching for experienced Directors of Operations to consult to our client base.  As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience managing and overseeing the daily Operations of a leading Alternative Asset Firm or Family Office.  

Core Areas of Expertise
  • 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.   

  • Lead all aspects of the day-to-day management and oversight of managing the Operations team and overseeing the full life cycle of a trade including proper accounting, recordkeeping, trade settlement, and problem resolution.   

  • Hire, manage, mentor, conduct performance reviews and make compensation recommendations for assigned staff, helping to develop staff on industry knowledge, general business skills, and professional growth.   

  • Define individual performance objectives and development plans and ensure alignment with project and unit objectives. Focus on improvements in execution that result in scalable, efficient processes while shifting the operational focus to value functions and analytics.  

  • Responsible for the operations control environment and provide recommendations to senior management focused on reducing operational risk.   

  • Stay up to date on changing technology and investing environment within company in order to help set team objectives, plan for appropriate resources, and help execute strategic initiatives.   

  • Lead all aspects of attestation and audit processes for respective operations group, ensuring that internal controls are working appropriately, tested as required, and issues are remediated timely.  

  • Ensure that all company policies and procedures are carried out consistently, are in compliance with local, state, and federal securities laws and regulations, and that any incidents are dealt with in a timely manner.   

  • Act as the subject matter expert on fund accounting and performance, as well as associated systems, policies, processes, and procedures.   

  • Oversee the daily/monthly/quarterly sign-off of various reconciliations to third parties including administrators and prime brokers.   

  • Assist the COO in managing vendor and service provider relationships, including auditors, tax preparers, legal counsel, regulators, and effectively communicate and elevate issues as needed.   


What You Bring
  • A Bachelor’s Degree in Economics, Finance, Mathematics, Accounting, Computer Science, or a related field with a strong academic record.  

  • MBA, M.S. in Operations, or advanced degree is a plus.  

  • 10+ years of specific experience as a Director of Operations at a Alternatives Asset Firm or Family Office.   

  • Strong knowledge of multiple asset classes, security types, financial instruments, investment strategies, and capital markets, including a detailed understanding of capital markets and how products trade, settle and are invested.   

  • Extensive knowledge of the investment management industry and related technology including fund accounting software, market data tools, performance and attribution applications and settlement/reconciliation programs.   

  • Excellent problem solving, analytical, team and time management skills managing multiple deadlines for self and others.  

  • Attention to detail and capable of taking initiative.   

  • Dedicated team player with an entrepreneurial predisposition and strong interpersonal skills to effectively work across all levels of the firm. 

Important Note 

This opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit. 

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Marcus Rivera

Chief Revenue Officer

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linkedin.com/in/marcusrivera
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