---
title: 'Director, Credit Valuation & Portfolio Analytics – Client Role at Arootah'
canonical: 'https://feeny.ai/job/director-credit-valuation-portfolio-analytics-client-role-arootah-new-york-n2fp7zy1wcb8'
type: 'job'
last_seen: '2026-11-11'
---

# Director, Credit Valuation & Portfolio Analytics – Client Role at Arootah

- **Company:** Arootah
- **Location:** New York, NY
- **Compensation:** $200k–$275k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-07
- **Last confirmed live:** 2026-11-11
- **Apply:** https://jobs.lever.co/arootah/4e1dffc2-fd04-4930-8109-363af6df61ea

## Job description

## About the Role

Our client, an established alternative investment manager, is seeking an experienced Director to oversee valuation activities across a diversified portfolio of credit and alternative investments.

This individual will be responsible for establishing and maintaining accurate valuations across private credit, leveraged loans, structured credit, and other less liquid investments. The role requires strong technical valuation expertise, hands-on financial modeling experience, and the ability to work closely with investment professionals, fund accounting, and external valuation specialists.

The successful candidate will play an important role in valuation governance, investment reporting, and the continued development of the firm's valuation processes and controls.

## Responsibilities

- Oversee valuation activities across a range of credit and alternative investment products, including private credit, syndicated loans, structured credit, CLOs, asset-backed securities, bonds, and private equity investments.

- Develop, review, and maintain financial valuation models, ensuring the accuracy of assumptions, methodologies, and supporting market data.

- Evaluate pricing inputs, underlying collateral, credit fundamentals, and other factors influencing investment valuations.

- Coordinate with independent valuation firms and external pricing providers to review methodologies and validate results.

- Prepare valuation committee materials, present findings, and lead discussions regarding valuation conclusions and key assumptions.

- Partner with fund accounting teams to reconcile portfolio valuations, net asset values (NAV), and investment performance reporting.

- Work closely with investment teams to address valuation questions and provide technical guidance on complex or illiquid positions.

- Strengthen valuation policies, documentation, controls, and processes in accordance with regulatory requirements and industry standards.

- Collaborate with risk, compliance, legal, and other internal stakeholders on valuation-related matters.

- Identify opportunities to improve valuation workflows, reporting accuracy, and operational efficiency.

- Provide guidance and mentorship to junior professionals involved in valuation activities.

## Qualifications & Preferred Experience

- 7+ years of relevant experience in investment valuations, credit valuation, portfolio valuation, or related functions within asset management or financial services.

- Direct experience valuing credit instruments, including middle-market private credit, leveraged loans, CLOs, asset-backed securities, bonds, and other structured products.

- Familiarity with private equity and specialty finance or FinTech-related investments.

- Strong financial modeling capabilities, including developing valuation models, reviewing assumptions, and validating pricing inputs.

- Experience working with third-party valuation firms and independent pricing providers.

- Demonstrated experience preparing materials for and participating in or leading valuation committee meetings.

- Strong understanding of fund accounting, NAV calculations, investment performance reporting, and valuation reconciliations.

- Ability to collaborate effectively with portfolio managers, investment professionals, and cross-functional teams.

- Familiarity with valuation and investment accounting platforms such as IHS Markit, Advent Geneva, Allvue Everest, or Indus Valley Partners is preferred.

- Excellent analytical, organizational, and communication skills, with strong attention to detail.

- Experience mentoring or developing junior team members.

- Bachelor's degree required.

Additional Information

This position may be based in either New York City or Greenwich, Connecticut.

Candidates choosing the Connecticut location must be available to work from the New York City office at least three days per week during their first three months. Following that period, approximately one day per week in New York City will be expected.

We may use artificial intelligence (AI) tools to support portions of the hiring process, including resume review and candidate evaluation. These tools assist our recruiting team but do not replace human decision-making. Final hiring decisions are made by human reviewers.

## About Arootah

## Company Overview
- **One-liner**: Arootah is a peak-performance advisory firm at the intersection of finance, technology, and wellness, providing executive coaching, business consulting, and talent solutions to alternative investment firms and financial executives.
- **Entity Type**: Private (bootstrapped/self-funded; no public funding rounds disclosed)
- **Headquarters**: New York, NY, USA (remote-first operations)
- **Founded**: Year not publicly disclosed
- **Founders**: Rich Bello (Founder & CEO) — previously COO of Blue Ridge Capital, a $10B hedge fund he helped scale; earlier roles at Morgan Stanley and EY

## Core Business
- **Primary industries**: Alternative investments (hedge funds, private equity, family offices), executive coaching, talent acquisition/development, business consulting, wellness optimization
- **Target customers**: B2B — hedge funds, private equity firms, family offices, and their service providers; also individual C-suite executives and high-growth companies
- **Mission/purpose**: "Empower companies, executives, and individuals to maximize their full potential" by applying hedge-fund-proven strategies to raise standards, overcome challenges, and achieve results ([arootah.com](https://arootah.com/careers/))

## Products & Services
- **Talent Solutions (Talent Acquisition)**: Institutional-grade, senior-level recruiting across investment and non-investment roles for alternative investment firms. Supports contingent, retained, and outsourced recruiting models and covers 18 core disciplines including operations, finance, compliance, investor relations, technology, and business development ([arootah.com](https://arootah.com/))
- **Talent Development**: Executive and team coaching, leadership training, and performance effectiveness programs aimed at measurable improvements in decision-making, collaboration, and execution ([arootah.com](https://arootah.com/))
- **Fractional Expertise / Consulting**: Senior experts placed within firms across 18 functional disciplines on a scoped-engagement basis — senior judgment without the cost of permanent hires ([arootah.com](https://arootah.com/))
- **Professional Coaching**: One-on-one and team coaching for financial executives and their teams to achieve peak performance ([arootah.com](https://arootah.com/about/))
- **Business Consulting**: Pragmatic strategies to stimulate growth, inspire peak performance, and strengthen accountability ([arootah.com](https://arootah.com/about/))
- **Wellness Optimization**: A virtual suite of wellness resources plus a physical Arootah Wellness Headquarters in NYC featuring an organic restaurant, spa, apothecary, elixir bar, bookshop, and boutique ([arootah.com](https://arootah.com/careers/))
- **App & Software Development**: Internal development of digital tools to support the wellness and coaching offerings ([arootah.com](https://arootah.com/careers/))

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding — not publicly available; notable scale signal: network of **700+ advisors and consultants** across functional areas ([arootah.com](https://arootah.com/about/meet-the-team/))
- **Notable Investors/Partners**: No external investors disclosed. Leadership pedigree is the primary credibility signal — Founder Rich Bello scaled Blue Ridge Capital to $10B AUM; President & COO E. Kurt Kim built and operated a multi-strategy credit hedge fund complex and exited a fintech platform; Head of Talent Solutions Chris Lillis previously held leadership roles at Jackson Lucas, PJT Partners, Two Sigma, and UBS ([arootah.com](https://arootah.com/about/meet-the-team/))
- **Growth Signals**: Active hiring across multiple roles (COO — Alternative Investments, Director of Investment Operations, Quantitative Researcher, Tax Compliance Manager, Investment Analyst) posted on Lever ([jobs.lever.co](https://jobs.lever.co/arootah/)); expansion of Talent Solutions practice into a full Talent Spectrum model (acquisition + development + fractional leadership); investment in a physical wellness headquarters in NYC; AI-assisted recruiting pipeline signals scaling operations ([jobs.lever.co](https://jobs.lever.co/arootah/))

## Competitive Advantages
- **Hedge-fund-native playbook**: Strategies are distilled from the hedge fund industry and extrapolated to any client — a differentiated approach vs. generic consulting firms ([arootah.com](https://arootah.com/careers/))
- **Fractional senior talent model**: Clients get seasoned expertise across 18 disciplines at engagement-level scope, without permanent-hire cost — a flexible alternative to full-time hires ([arootah.com](https://arootah.com/))
- **Talent spectrum under one roof**: Recruiting, development, and fractional placement are integrated, aligning human capital with strategy end-to-end ([arootah.com](https://arootah.com/))
- **Founder credibility**: Rich Bello's track record building a top-tier $10B hedge fund gives instant trust in alternative investment circles ([arootah.com](https://arootah.com/about/meet-the-team/))
- **Differentiated wellness angle**: A physical wellness headquarters and virtual wellness resources create a unique finance-tech-wellness intersection unlikely to be replicated by pure-play consulting firms ([arootah.com](https://arootah.com/careers/))

## Strategic Focus
- **Scaling the Talent Solutions practice**: Building out institutional-grade hiring, talent development, and fractional leadership offerings as the flagship growth engine ([arootah.com](https://arootah.com/))
- **Expanding the advisory footprint**: Leveraging the 700+ advisor network to serve more hedge funds, private equity firms, family offices, and service providers ([arootah.com](https://arootah.com/about/meet-the-team/))
- **Vertical integration of services**: Deepening the connection between talent acquisition, executive coaching, business consulting, and wellness optimization to create a full-spectrum client offering ([arootah.com](https://arootah.com/careers/))
- **Building out the wellness product suite**: Developing the virtual wellness platform and growing the NYC physical wellness hub ([arootah.com](https://arootah.com/careers/))

## Why Work Here
- **Remote-first culture**: Headquartered in NYC but operates remotely with flexible WFH positions "without sacrificing constructive collaboration" ([arootah.com](https://arootah.com/careers/))
- **Professional development**: Strong emphasis on goal setting, accountability, and results-driven formulas for both clients and employees; the firm actively supports and encourages professional growth ([arootah.com](https://arootah.com/careers/))
- **In-house wellness perks**: Free fitness programming, educational content, tracking apps, and group fitness classes for team members ([arootah.com](https://arootah.com/careers/))
- **Mission-driven environment**: The company seeks people who are "energetic, respectful, reliable, authentic, driven by progress, disciplined, and passionate" — a culture built around peak performance and accountability ([arootah.com](https://arootah.com/careers/))
- **High-caliber network**: Opportunity to work alongside a team with deep alternative investment pedigree (Two Sigma, PJT Partners, UBS, Blue Ridge Capital, Morgan Stanley, EY) and alongside 700+ advisors ([arootah.com](https://arootah.com/about/meet-the-team/))
- **AI-enhanced hiring process**: Uses AI tools to support recruiting (resume review, verification signals), but final decisions are made by humans — a signal of an innovation-forward people team ([jobs.lever.co](https://jobs.lever.co/arootah/))

## Sources
1. [arootah.com — Careers](https://arootah.com/careers/)
2. [arootah.com — Talent Solutions](https://arootah.com/)
3. [jobs.lever.co — Arootah](https://jobs.lever.co/arootah/)
4. [arootah.com — About](https://arootah.com/about/)
5. [arootah.com — Meet the Team](https://arootah.com/about/meet-the-team/)

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