Director of Investor Relations Consultant
2 days ago
Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to empower and elevate the performance of individuals and companies through Coaching and Business Advisory Services while utilizing cutting-edge SaaS Technology. Our Business Advisory Services focuses 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. Our offerings support businesses and individuals to help raise their high standards-taking the next steps to maximize their potential.
Key Responsibilities:- Provide expert advice and guidance to Arootah clients who seek help with their Investor Relations needs.
- 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.).
- 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 establish new relationships.
- Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy.
- Demonstrated analytical and quantitative skills and superb written and verbal skills.
- Confident client presentation skills (in person and phone).
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm.
- Self-starter with strong project management and follow-through skills.
Compensation: $200 - $400 an hour
Culture: Become part of a well-funded disruptor in the finance, wellness, and technology space.
Benefits: Culture of inspired continuous improvement in all areas of business and life. The ability to work remote. Flexible hours and ability to choose your assignments. Access to our Digital Wellness Center, including past webinars, seminar videos, and workbooks.
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