Note: The job is a remote job and is open to candidates in USA. Arootah is a talent solutions firm purpose-built for the alternative investment industry, seeking experienced Research Analysts to consult for their client base. The role involves providing expert advice on investment research and analysis for alternative asset firms and family offices.
Responsibilities
- Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas
- Advise on investment research frameworks and methodologies, helping clients develop comprehensive processes for evaluating opportunities across public and private markets, including fundamental analysis, sector research, and valuation techniques
- Design manager due diligence frameworks, building standardized assessment criteria, analytical tools, and processes for evaluating investment managers' strategies, track records, and operational capabilities
- Build financial modeling templates and tools, developing DCF models, comparable company analysis frameworks, LBO models, and portfolio allocation tools for client investment teams
- Establish research documentation standards, creating templates for investment memos, research reports, due diligence summaries, and presentations to ensure consistency and thoroughness
- Develop performance monitoring and benchmarking systems, designing frameworks for tracking portfolios, analyzing attribution, conducting peer comparisons, and identifying optimization opportunities
- Train investment teams on research best practices, conducting workshops on research methodologies, analytical techniques, data sources, and industry standards for investment analysis
- Build research infrastructure and knowledge management systems, organizing databases, information repositories, and document management protocols for efficient information retrieval and institutional knowledge retention
- Support special projects including research process assessments, methodology enhancements, technology platform evaluations, and team training programs requiring research expertise
Skills
- Minimum of Bachelor's Degree in Accounting, Finance, or Business Administration, or in a related field
- CFA designation
- Strong financial acumen and financial modeling and valuation skills
- Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.)
- Excellent written and verbal communication skills
- Ability to communicate effectively to groups in a presentation-style format
- Work effectively with team members but also have the ability to self-direct as needed
- Distill research into an investable thesis and write a report/note
- 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
- MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus
- CFP or any industry designation a plus
- 8+ years or more of specific research experience and 5-8 years of investment experience preferred
Company Overview