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Fractional Due Diligence Investment Analyst (Advisor Network)

Role overview

Qualifications

  • Hands-on leadership experience in Investment Management and Due Diligence
  • Strong analytical, problem solving, communication and presentation skills
  • Familiarity with alternative investments, asset classes and strategies
  • Ability to track multiple projects and handle multiple priorities

Responsibilities

  • Conduct comprehensive investment and operational due diligence on fund managers and investment strategies
  • Lead due diligence meetings and manager interviews across diverse strategies
  • Prepare detailed due diligence reports and investment memos
  • Collaborate with Legal, Compliance, and Sales teams to provide investment expertise

Key facts

Other skills

  • Analytical Skills
  • Organizational Skills
  • Communication
  • Problem Solving
  • Time Management

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
We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you will provide expert advice to our Alternative Asset Firm and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams.   

Core Areas of Expertise
  • Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance.  

  • Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats.  

  • Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors.  

  • Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership.  

  • Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry.  

  • Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks.  

  • Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential.  

  • Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks.  

  • Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investment objectives.  

  • Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams.  

  • Build and maintain due diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation.  

  • Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development. 


What You Bring
  • Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks 

  • Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm 

  • Familiarity with alternative investments, asset classes and strategies 

  • Develop ideas of possible improvements to the diligence process 

  • Demonstrated ability to work in a collaborative, team environment 

  • Ability to meet tight deadlines and dynamically shifting priorities 

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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