[Remote] Consultant - Due Diligence Investment Analyst (Fractional/Contract Role)

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory. They are seeking experienced Investment Management and Due Diligence Advisors to provide expert advice to their Alternative Asset Firm and Family Office clients, focusing on comprehensive investment and operational due diligence. Responsibilities • 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. Skills • 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 Benefits • Enjoy the flexibility of remote work and choosing your assignments. • Join a well-funded disruptor in finance and technology. • Be part of a dynamic, high-energy company in its expansion stage. Company Overview • Arootah is a company that provides Personal and Professional Development solutions for customers of good quality. It was founded in 2017, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is Apply tot his job
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