Consultant - Director of Investor Relations (Fractional/Contract Role)

Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices.
Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young.  
Visit us at https://arootah.com/hedge-fund-advisory/ for more information.   WHO WE NEED: Arootah is searching for experienced Directors or Heads of Investor Relations to consult to our highly prestigious client base.  As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in a senior role as a Director or Head of Investor Relations, you have specific, hands-on experiencing strategically executing the firms entire Investor Relations process, including managing, and overseeing the onboarding of clients as well as proactively meeting the ongoing servicing needs of the clients and constituents for a leading Hedge Fund or Family Office.  

What You'll Do

• Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as an expert in Investor Relations 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 investor relations, including client onboarding, answering client questions, ongoing servicing of client and constituent needs and ensuring a positive investor experience.    
• Deliver an accurate and consistent message to existing and potential investors. 
• Assist in creating, editing, and maintaining all marketing documents, specifically pitch books, fund risk reports, monthly investor publications, and customized client materials & thought pieces. 
• Proactively address all Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQ) requests and complete/maintain all corresponding documentation. 
• Review monthly performance reports, requiring a strong understanding of performance, exposure, and other data analyses. 
• Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses. 
• Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows. 
• Maintain and update distributable monthly attribution, risk, and AUM templates. 
• Maintain external databases with the firm’s data and information. 
• Maintain and enhance the firm’s database of informationto help build out, automate, and improve the firm’s data warehouse to more efficiently and effectively satisfy client requests. 
• Populate and maintain internal client database and facilitate weekly and monthly performance update emails through the system. 
• Ad hoc prospect and current client requests. 

Qualifications

• Minimum of Bachelor’s Degree in Communications, Marketing, Finance, or Business Administration, or a related field.   
• MBA or advanced degree is a plus. 
• Sales or financial industry designations (such as Series 7 or Series 63) are a plus.       
• A minimum of seven (7) years of professional experience in a similar IR/Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office.   
• Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities. 
• Instinct on sales and desire to establ