---
title: 'Fractional Trading Assistant (Advisory Network) at Arootah'
canonical: 'https://feeny.ai/job/fractional-trading-assistant-advisory-network-arootah-remote-1eabdqm5qszf'
type: 'job'
last_seen: '2026-09-09'
---

# Fractional Trading Assistant (Advisory Network) at Arootah

- **Company:** Arootah
- **Location:** Remote
- **Employment:** contract
- **Work type:** remote
- **Posted:** 2026-07-17
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/arootah/6566640f-f597-4e29-b4c3-c1580cd2e59b

## 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 Trading Assistants 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 Trading Assistant you have specific, hands-on experiencing providing trading and system support to a group of investment professionals and serves as the primary point of contact for counterparty, custodial, and fund accountant inquiries for a leading Alternative Asset Firm or Family Office.

Core Areas of Expertise

- Provide advice and guidance to Arootah clients who seek help with their Trading needs. This will involve consulting to some of the leading Alternative Asset Managers and Family Offices in the world and sharing your experience as a Trading Assistant 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.).

- All aspects of the day-to-day management and oversight of dealing with the full life cycle of a trade including the proper booking, settlement, and problem resolution of any trades.

- Assist Traders with pre-trade checks including confirmation of security positions, current cash balances, and available settlement locations.

- Monitor existing positions and coordinate execution with Traders and Portfolio Managers.

- Perform post-trade functions including confirmation and providing allocations to brokers both manually and through electronic platforms.

- Work with Prime Brokers, Administrators, and Custodians to ensure settlement of trades and communicate with all counterparties to resolve any discrepancies.

- Monitor FX matching and netting. Ensure timely settlement to reduce risk of interest claims. Confirm and clear eligible IRS, CDS and NDF positions.

- Assist the trading desk in onboarding new counterparties, markets, or trading systems.

- Track currency hedges or trading needs of other EV departments. Monitor corporate actions and provide color to portfolio managers to assist in making election decisions.

- Assist with reporting under Dodd Frank and EMIR, as well as confirm compliance with local market regulations.

- Ensure regulatory compliance with local, state, and federal laws and regulations as well as making sure that all of the company’s own rules and regulations are followed.

- Assist with other department projects and functions as needed.

## What You Bring

- A Bachelor’s degree in Economics, Finance, Mathematics, Accounting, Computer Science, or a related field with a strong academic record.

- 3+ years of relevant experience at an Alternative Asset Manager, Hedge Fund, or Family Office dealing with the reconciliation and resolution of trade breaks.

- Must be organized and have strong attention to detail. High level of efficiency and ability to multi-task under pressure.

- Strong communication skills and ability to work both independently and within a team.

- Demonstrated quantitative aptitude. Understanding of basic financial concepts through coursework or job experience.

- Proven experience working with different asset classes in a high-volume environment.

- Demonstrated knowledge of settlement practices and procedures, including familiarity with back-office custodian, brokerage and and clearing agencies.

- Drive to deliver on high value projects and a roll up your sleeves attitude.

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/)

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