Jobs at Arootah

Lead sourcing, diligence, execution, and portfolio management for public and private technology-focused investments. Build financial models, prepare investment memos, negotiate deal terms, support portfolio companies, and mentor junior team members.

Support portfolio managers with quantitative analysis, portfolio monitoring, and risk evaluation. Build and maintain analytical tools, analyze large datasets for investment insights, assist with systematic fixed income strategies, performance attribution, and reporting in collaboration with research and technology teams.

Lead tax operations for investment partnerships and managed accounts, manage external tax deliverables, advise on tax impacts of portfolio transactions and complex instruments, support tax allocations and reporting, coordinate with auditors and advisors, track tax law changes, strengthen controls, and drive efficiency and scalability across tax processes.

Serve as COO partnering with the CEO to design and scale operational infrastructure, governance, technology, finance, risk, investor operations, and vendor management to support multi-strategy growth and fund launches.

Partner with the COO to translate strategy into executable plans, streamline operations, manage cross-functional projects, support HR and recruiting, develop internal communications, produce executive reports and KPIs, identify operational bottlenecks, and represent the company with partners and clients to ensure organizational alignment and scalability.

Evaluate borrower financials, perform comprehensive credit reviews, conduct cash flow analysis, recommend loan approvals and structuring, prepare credit memoranda, monitor portfolio risk and industry trends, and collaborate with underwriting and risk leadership to maintain disciplined underwriting and support business growth.

Support capital formation by preparing investor materials, managing due diligence requests (RFPs, DDQs), coordinating investor communications, maintaining databases, assisting onboarding and reporting, and supporting strategic fundraising projects across teams.

Provide proactive executive support to the CEO: manage calendar and travel, liaise with stakeholders, draft communications, summarize contracts, attend meetings, prepare reports and presentations, track projects, and handle time-sensitive, sometimes after-hours, needs.

Lead business development and strategic partnerships to scale loan origination and drive revenue. Build/refine pipelines via banks, brokers, PE funds, trade associations, and direct borrower relationships. Collaborate with CRO, marketing, underwriting, and internal teams to execute go-to-market strategies, co-marketing, and sales enablement. Manage and mentor the BD team, monitor industry and regulatory trends, and travel as needed to secure partnerships and deals.

Perform fundamental company and industry research in TMT and Consumer, build and maintain financial models, generate and present long/short investment ideas with risk/reward frameworks, monitor holdings and sector developments, and prepare investment memos and supporting materials while collaborating with senior team members.

Provide fractional compliance advisory to alternative investment firms and family offices: develop and implement compliance programs, Form ADV filings, policies, controls, training, regulatory exam readiness, risk assessments, remediation, and ad-hoc projects.

Build and maintain full-stack web and mobile-friendly applications, design and manage Airtable backends, implement workflow automations (n8n/Zapier), integrate LLM/AI services (e.g., Anthropic Claude), optimize performance, collaborate with leadership and vendors, and document systems to reduce single-owner risk.

Provide project-based treasury advisory to alternative investment clients: design treasury operations, reconciliations, NAV oversight, collateral and counterparty management, develop policies and reporting, train teams, and support treasury-related special projects.

Join Arootah's advisor network to provide fractional Chief AI Officer / AI Strategy leadership to hedge funds, private equity firms, and family offices. Advise on AI initiatives, strategy, governance, vendor evaluation, workflow automation, change management, and implementation roadmaps. Engage on project-based assignments; client origination handled by Arootah.

Join Arootah's advisor network to provide fractional Chief Compliance Officer–level, project-based compliance leadership for hedge funds, private equity firms, and family offices. Advise on SEC/regulatory matters, design and improve compliance programs, conduct reviews and risk assessments, support exams and due diligence, and partner with leadership to strengthen governance and controls.

Consult as a Trading Assistant to alternative asset clients, handling full trade lifecycle (pre-trade checks, booking, settlement, breaks resolution), liaising with prime brokers, custodians, and administrators, monitoring FX and corporate actions, supporting regulatory reporting, developing action plans, implementing controls, and delivering operational/process improvements.

Provide fractional investment management and operational due diligence for alternative asset clients. Conduct manager interviews, analyze investment process, operations, risk frameworks, and performance; prepare due diligence reports and memos; benchmark managers; monitor relationships; build diligence frameworks; and support special projects and cross-functional collaboration with legal, compliance, and sales.

Consult as a fractional data scientist for hedge funds, private equity firms, and family offices. Lead data science initiatives: build infrastructure, develop and deploy models, create portfolio dashboards, monitor post-deployment performance, and partner with investment teams to turn data into actionable investment insights. Advise on vendor selection, data quality, technology stacks, KPIs, and governance.

Provide senior tax leadership for alternative asset firms and family offices: develop and implement tax compliance and reporting policies, manage outsourced tax filings and vendors, oversee payroll tax processes, lead audits, advise on tax planning and laws, and support budgeting and reporting with KPI-driven action plans.

Provide expert research and advisory services to alternative asset firms and family offices: design research and due-diligence frameworks, build financial models and documentation standards, develop performance monitoring, implement knowledge management, train investment teams, and support special research projects.