Hedge Fund / Family Office Consultant Investor Relations
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Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to empower and elevate the performance of individuals and companies through Coaching and Business Advisory Services while utilizingcutting edge SaaS Technology.
Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital.
Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young.
Our offerings support businesses and individuals to help raise their high standards taking the next steps to maximize their potential.
- We coach and consult executives in the investment and financial services industries.
- We seed and develop new business hypotheses through our venture studio.
- We invest with a portfolio of public and private companies that positively impact individuals and society.
If you are interested in the opportunity to join our experienced roster of consultants that support Hedge Funds and Family Offices apply to Arootah today.
Visit us at Arootah.com for more information.
WHO WE NEED :
Arootah is searching for experienced Directors or Heads of Investor Relations to consult to our highly prestigious client base.
As a consultant, you will work with ourHedge Fund and Family Office clients to provide expert advice. Having previously served in a senior role as a Director or Head of Investor Relations, you have specific, hands-on experiencing strategically executing the firms entire Investor Relations process, including managing, and overseeing the onboarding of clients as well as proactively meeting the ongoing servicing needs of the clients and constituents for a leading Hedge Fund or Family Office.
WHAT YOU WILL DO AS A CONSULTANT :
Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert in Investor Relations in helping clients to :
What You'll Do
- Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert in Investor Relations in helping clients to :
- Develop realistic and effective monthly action plans.
- Identify internal and contextual roadblocks.
- Break apart goals into actionable steps.
- Devise a plan of action for each goal.
- Provide the client with resources associated with implementing their action plan.
- Implement policies, procedures, and control measures.
- Review, analyze and report on client tools and resources to ensure industry best practices.
- Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
- Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.).
Who You Are
- All aspects of the day-to-day management and oversight of investor relations, including client onboarding, answering client questions, ongoing servicing of client and constituent needs and ensuring a positive investor experience.
- Deliver an accurate and consistent message to existing and potential investors.
- Assist in creating, editing, and maintaining all marketing documents, specifically pitch books, fund risk reports, monthly investor publications, and customized client materials & thought pieces.
- Proactively address all Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQ) requests and complete / maintain all corresponding documentation.
- Review monthly performance reports, requiring a strong understanding of performance, exposure, and other data analyses.
- Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP / DDQ responses.
- Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows.
- Maintain and update distributable monthly attribution, risk, and AUM templates.
- Maintain external databases with the firm’s data and information.
- Maintain and enhance the firm’s database of informationto help build out, automate, and improve the firm’s data warehouse to more efficiently and effectively satisfy client requests.
- Populate and maintain internal client database and facilitate weekly and monthly performance update emails through the system.
- Ad hoc prospect and current client requests.
Qualifications
- Minimum of Bachelor’s Degree in Communications, Marketing, Finance, or Business Administration, or a related field.
- MBA or advanced degree is a plus.
- Sales or financial industry designations (such as Series 7 or Series 63) are a plus.
- A minimum of seven (7) years of professional experience in a similar IR / Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office.
- Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities.
- Instinct on sales and desire to establish new relationships.
- Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long / short), private equity, fixed income, and absolute return oriented multi-strategy.
- Demonstrated analytical and quantitative skills and superb written and verbal skills.
- Confident client presentation skills (in person and phone).
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm.
- Self-starter with strong project management and follow-through skills.
$200 - $400 an hour
Become part of a well-funded disruptor in the finance, wellness, and technology space.
Culture of inspired continuous improvement in all areas of business and life.
The ability to work remote.
Flexible hours and ability to choose your assignments.
Access to our Digital Wellness Center, including past webinars, seminar videos, and workbooks.
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