Consultant - Portfolio Manager

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Arootah

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Executive Coaching and Business Consulting

Coaching • Advisory • Personal Development • Professional Development • Hedge Fund

11 - 50

Description

• Hedge Fund/Family Office Consultant – Portfolio Manager. • Arootah empowers performance through Coaching and Business Advisory Services. • Join the experienced roster supporting Hedge Funds and Family Offices.

Requirements

• Minimum of Bachelor’s Degree in Accounting, Finance, or Business Administration, or in a related field. • CFA designation. • MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus. • CFP or any industry designations a plus. • 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 and ability to choose your assignments. • Access to our Digital Wellness Center, including past webinars, seminar videos, and workbooks.