Arootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.
Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry.
Our Services Include:
Advising alternative investment managers with front-to-back-office services, including but not limited to operations, business development, due diligence, human resources, and compliance
Providing fractional expert advisors in key operational areas for emerging and established investment firms
Offering executive, life, health, and career coaching for individuals
Delivering talent acquisition and leadership development solutions
Developing SaaS applications for enterprise and consumer use
WHO WE NEED:
Arootah is searching for experienced Capital Raisers and Business Development professionals, to consult 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 a senior role as a Capital Raiser or Business Development professional, you have specific, hands-on experiencing strategically executing a successful capital raising program, including identifying, sourcing, managing, overseeing, and onboarding of prospective clients for a leading Alternative Asset Firm. Whether it was a new manager looking to raise assets for the first time or an existing manager looking to diverse their existing investor base, you have the expertise to help our clients define their marketing message and enhance their overall business development efforts.
WHAT YOU WILL DO AS A CONSULTANT:
Provide advice and guidance to Arootah clients who seek help with their Capital Raising needs. This will involve consulting to some of the leading Alternative Asset Firm and Family Offices in the world and sharing your experience as an expert in Business Development, Capital Raising or Fund Raising 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'll Do
- All aspects of the day-to-day management and oversight of capital raising efforts, including lead generation, the development of marketing decks and collateral material, working directly with Prime Broker Capital Introduction Teams or other professional sales organizations to help clients meet their business development needs.
- Work in close partnership with the client to develop prospect lists and execute on client-by-client engagement strategies.
- Develop an efficient and effective strategy for maximizing the resources of the team to meet fundraising objectives, including conducting practice presentations, question/answer sessions, mock interviews, and due diligence preparation.
- Help craft the sales narrative around products and organize a communication and marketing plan to attract and retain clients and investors.
- Supervise activity of fund marketing staff through the use of regular meetings and the implementation of sales management reporting tools.
- Train, mentor, and help educate junior fundraising staff so that they may develop into highly effective marketers.
- 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 and organize data on prospective investors to help move leads through the sales funnel in an efficient and compliant manner.
- Advise on terms, structure, vendor selection and other key business drivers to attract institutional, high net worth and seed capital investors.
- Assist in the cultivating of relationships and bringing awareness to diverse sources of capital, distribution channels and professional relationships.
- Review all potential financing, seeding arrangements, joint venture and revenue sharing arrangements to ensure industry best practices.
- Serve in a sales consultant capacity to properly identify and target markets, potential investors, coordinate outreach campaigns and help build brand awareness and trust.
Qualifications
- Minimum of Bachelor’s Degree in Communications, Marketing, Sales, Finance, or Business Administration, or a related field.
- MBA, CFA, CAIA,or advanced degree is a plus. Sales or financial industry designations (such as Series 7 or Series 63) are a plus.
- A minimum of ten years of professional experience in a similar Business Development or Capital Raising role with demonstrated success in raising assets for a Hedge Fund, Venture Capital, Private Equity or other Alternative Investment Firms.
- Demonstrated success in raising assets in partnership with an Institutional Sales Team to cultivate client leads and facilitate relationship building and client engagement for alternative investment strategies and family offices.
- Experience collaborating with family offices, institutional investors, prospective clients, and a proven ability to develop new opportunities.
- Knowledge of multi-asset sectors and investment types.
- Demonstrated analytical and quantitative skills and superb written and verbal skills.
- Confident client presentation skills (in person and phone) with strong follow-through skills.
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm.
Job Status
- Contractor
- Hours are based on the needs of the assigned client (0-40 hours per week).
Join a well-funded disruptor in finance and technology.
Enjoy the flexibility of remote work and choosing your assignments.
Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join!
For more information, visit us at Arootah.com.