Opportunity Overview
Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise.
Why Join the Arootah Network
Alt-industry-only engagements with hedge funds, private equity firms, and family offices
Project-based work that fits around existing commitments
Client origination and engagement management handled by Arootah; advisors focus on delivery
About Arootah
Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition.
Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver.
Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry.
One industry. One talent partner. Entry to exit.
Learn more: https://arootah.com/
Who We’re Looking For
Core Areas of Expertise
Support fund formation and documentation, assisting with the preparation, organization, and filing of formation documents including LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements, and offering materials for various fund structures.
Manage investor onboarding and subscription processes, coordinating Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation, reviewing subscription agreements, verifying accredited investor status, and maintaining investor records and databases.
Coordinate regulatory filings and compliance matters, preparing and filing Form ADV, Form PF, Form D, Form 13F, state notice filings, and other regulatory submissions while tracking filing deadlines and maintaining compliance calendars.
Assist with corporate governance and entity management, maintaining corporate records, organizing board materials, tracking entity registrations, coordinating annual filings, and managing corporate minute books and resolutions.
Support contract review and vendor management, assisting with the review, organization, and tracking of service provider agreements, NDAs, employment agreements, consulting agreements, and other legal contracts.
Conduct legal research and due diligence, researching regulatory requirements, securities laws, case law, and industry best practices to support legal decision-making and policy development.
Coordinate with outside counsel, managing communications, document requests, billing review, and ensuring timely delivery of legal work product from external law firms and specialized advisors.
Manage regulatory examinations and audits, organizing document productions, coordinating responses to SEC, FINRA, or state regulator requests, and maintaining examination files and correspondence.
Maintain legal databases and document management systems, organizing and tracking legal documents, contracts, compliance records, and ensuring proper version control and document retention protocols.
Assist with employment and HR legal matters, supporting the preparation of employment agreements, offer letters, separation agreements, and ensuring proper documentation of HR policies and procedures.
Provide administrative support for legal functions, managing calendars, scheduling meetings, preparing presentations, tracking deadlines, and coordinating closings and signature processes.
Support special projects including fund launches, mergers and acquisitions, regulatory investigations, policy implementations, and system transitions requiring legal coordination.
What You Bring
Minimum of bachelor’s degree in Communications, Marketing, Finance, or Business Administration, or a related field
A minimum of 5 years of professional experience in a similar role within an Alternative Investment Firm or Family Office
Experience working with sophisticated institutional clients
Demonstrated analytical and quantitative skills
Superb written and verbal communication skills
Strong team player with strong interpersonal skills necessary to interact with personnel across senior levels of the firm
Self-starter with strong project management and follow-through skills
Excellent interpersonal and customer service skills
Enjoys organizing and is extremely detail oriented
Education and work experiences that demonstrate proficiency to perform the variety of responsibilities described
Skills Required
- Bachelor's degree in Communications, Marketing, Finance, Business Administration, or related field
- Minimum of 5 years professional experience in a similar role within an Alternative Investment Firm or Family Office
- Experience working with sophisticated institutional clients
- Experience supporting fund formation and documentation (LPAs, PPMs, Subscription Agreements, Side Letters, LLC Agreements)
- Experience managing investor onboarding and subscription processes, including KYC/AML and accredited investor verification
- Experience coordinating regulatory filings and compliance (Form ADV, Form PF, Form D, Form 13F, state filings)
- Experience with corporate governance and entity management (minute books, resolutions, annual filings)
- Contract review and vendor management experience (service agreements, NDAs, employment and consulting agreements)
- Legal research and due diligence skills (securities law, regulatory requirements, case law)
- Experience coordinating responses to regulatory examinations and audits (SEC, FINRA, state regulators)
- Experience maintaining legal databases and document management systems with version control and retention protocols
- Experience supporting employment and HR legal matters (employment agreements, separation agreements, HR policy documentation)
- Strong analytical and quantitative skills
- Superb written and verbal communication skills
- Strong project management, follow-through skills, and self-starter attitude
- Extremely detail oriented and enjoys organizing
- Excellent interpersonal and customer service skills
