Consultant - Portfolio Manager (Fractional/Contract Role)

Arootah, a personal and professional development leader in the Investment and Financial Services industry, seeks experienced Portfolio Managers to consult with their prestigious Hedge Fund and Family Office clients. As a consultant, you'll provide expert advice on portfolio management, optimization, investment selection, and risk management, and working with clients to develop and execute investment programs. This is a fractional/contract role.

Requirements

• Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field.
• CFA designation.
• 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.

Benefits

• Flexible hours
• Remote work
• Access to Digital Wellness Center