---
title: 'Fractional Portfolio Manager (Advisor Network) at Arootah'
canonical: 'https://feeny.ai/job/fractional-portfolio-manager-advisor-network-arootah-remote-mtwgndn7tbmg'
type: 'job'
last_seen: '2026-09-09'
---

# Fractional Portfolio Manager (Advisor Network) at Arootah

- **Company:** Arootah
- **Location:** Remote
- **Compensation:** $300–$600/hr
- **Employment:** contract
- **Work type:** remote
- **Posted:** 2026-07-17
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/arootah/e20487af-b40a-45ef-938c-8e4252cd3eae

## Job description

Opportunity Overview Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.

## Why Join the Arootah Network

Alt-industry-only engagements with hedge funds, private equity firms, and family offices

## About Arootah

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver.

Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry.

One industry. One talent partner. Entry to exit.

Learn more: https://arootah.com/

Who We’re Looking For Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base.  As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office.

Core Areas of Expertise

- All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management.

- Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships.

- Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.

- Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research.

- Perform diligent & deep dive fundamental research on universe of investments.

- Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities.

- Prepare and maintain data on current and prospective investments.

- Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance.

- Build reporting and analysis for internal and external stakeholders.

- Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations.

- Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions.

- Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance.

- Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts.

- Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.

- Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

- Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager 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.).

## What You Bring

- 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.

## 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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