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

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 experience strategically executing the firm's 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 and 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 information to 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 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. Job Status • Contractor • Hours are based on the needs of the assigned client (0-40 hours per week). Compensation $200 - $400 an hour The hourly consulting rate of pay is expected to be a minimum of $200 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience. Closing 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. AI disclaimer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Location: Remote - United States Skills required for this job: • Action plan development • Client onboarding • Client relationship management (CRM) • Consulting • Customer service • Data analysis • Data reporting • Investor relations • Performance analysis • Project management • Request for proposal management • Sales Apply tot his job