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Fractional Chief Investment Officer / Investment Strategy Leader (Advisor Network)

Role overview

Qualifications

  • Prior experience leading investment strategy, portfolio management, or capital allocation
  • Deep understanding of multi-asset portfolio construction, risk management, and manager selection
  • Proven track record of delivering risk-adjusted returns and executing investment decisions
  • Strong leadership, communication, and stakeholder management skills

Responsibilities

  • Setting and overseeing investment strategy, portfolio construction, and asset allocation
  • Leading manager selection, investment due diligence, and ongoing monitoring of positions
  • Establishing risk management frameworks, exposure limits, and performance measurement
  • Partnering with leadership and investment committees to align portfolios with client objectives

Key facts

Other skills

  • Leadership
  • Communication

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 seeking experienced Chief Investment Officers, portfolio leaders, and senior investment executives to join our advisor network and support clients across the alternative investment landscape. 

  

As part of the network, you may be engaged with hedge funds, private equity firms, and family offices to provide strategic, project-based leadership across investment strategy, portfolio construction, risk management, and asset allocation. 


Core Areas of Expertise
  • Setting and overseeing investment strategy, portfolio construction, and asset allocation across client mandates 

  • Leading manager selection, investment due diligence, and ongoing monitoring of underlying positions 

  • Establishing risk management frameworks, exposure limits, and performance measurement standards 

  • Partnering with leadership and investment committees to align portfolios with client objectives and risk tolerance 

  • Evaluating new investment opportunities, strategies, and market dislocations across asset classes 

  • Overseeing investment operations, reporting, and governance to institutional standards 


What You Bring
  • Prior experience leading investment strategy, portfolio management, or capital allocation within hedge funds, private equity firms, family offices, or institutional asset managers 

  • Deep understanding of multi-asset portfolio construction, risk management, and manager selection 

  • Proven track record of delivering risk-adjusted returns and executing investment decisions with measurable impact 

  • Strong leadership, communication, and stakeholder management skills, including investment committee and LP engagement 

  • Ability to operate both strategically and hands-on in dynamic markets 

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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MR

Marcus Rivera

Chief Revenue Officer

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