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.).