--- title: 'Fractional Research Analyst (Advisor Network) at Arootah' canonical: 'https://feeny.ai/job/fractional-research-analyst-advisor-network-arootah-remote-d7wb7y0dc4pm' type: 'job' last_seen: '2026-09-09' --- # Fractional Research Analyst (Advisor Network) at Arootah - **Company:** Arootah - **Location:** Remote - **Compensation:** $150–$350/hr - **Employment:** contract - **Work type:** remote - **Posted:** 2026-07-17 - **Last confirmed live:** 2026-09-09 - **Apply:** https://jobs.lever.co/arootah/3acadf79-e8db-437a-be94-c05cab843530 ## 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 Research Analysts to consult to our 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 Research Analyst, you have specific, hands-on experience researching, analyzing, and recommending investment ideas for a leading Alternative Asset Firm or Family Office. Core Areas of Expertise - Provide advice and guidance to Arootah clients who seek help with the research and analysis of investment ideas. This will involve consulting to some of the leading Alternative Asset Funds and Family Offices in the world and sharing your experience as a Research Analyst in helping clients to: - 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. ## 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 designation a plus. 8+ years or more of specific research experience and 5- 8 years of investment experience preferred. - 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. Important Note This opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit. ## 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/) ## Other roles at Arootah - [Business Development Director – Institutional Capital Formation – Client Role](https://feeny.ai/job/business-development-director-institutional-capital-formation-client-role-hjam6wks4z24) — New York, NY - [Director, Investment Operations – Credit – Client Role](https://feeny.ai/job/director-investment-operations-credit-client-role-arootah-new-york-a69656h3b0bp) — New York, NY - [Fractional Treasury Analyst (Advisory Network)](https://feeny.ai/job/fractional-treasury-analyst-advisory-network-arootah-remote-80em0gf1fbx4) - [Fractional Chief Investment Officer / Investment Strategy Leader (Advisor Network)](https://feeny.ai/job/fractional-chief-investment-officer-investment-strategy-leader-advisor-network-p8zqtet4rs47) - [Fractional Chief Risk Officer - Operations (Advisory Network)](https://feeny.ai/job/fractional-chief-risk-officer-operations-advisory-network-arootah-remote-exvgb99knpqq) - [Fractional Trading Assistant (Advisory Network)](https://feeny.ai/job/fractional-trading-assistant-advisory-network-arootah-remote-1eabdqm5qszf) - [Fractional Portfolio Manager (Advisor Network)](https://feeny.ai/job/fractional-portfolio-manager-advisor-network-arootah-remote-mtwgndn7tbmg) - [Fractional Paralegal (Advisor Network)](https://feeny.ai/job/fractional-paralegal-advisor-network-arootah-remote-6dye97rkejhg) - [Fractional Office Manager (Advisor Network)](https://feeny.ai/job/fractional-office-manager-advisor-network-arootah-remote-szvx205z29nb) - [Fractional Head Trader (Advisor Network)](https://feeny.ai/job/fractional-head-trader-advisor-network-arootah-remote-s6kf6j8454cc)