Consultant - Director of Business Development for Hedge Funds and Family Offices

Hedge Fund/Family Office Consultant – Director of Business Development

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.

• We coach and consult executives in the investment and financial services industries
• We seed and develop new business hypotheses through our venture studio
• We invest with a portfolio of public and private companies that positively impact individuals and society
  
  
  
  
  

If you are interested in the opportunity to join our experienced roster of consultants that support Hedge Funds and Family Offices apply to Arootah today. Visit us at Arootah.com for more information. 

WHO WE NEED:

Arootah is searching for experiencedDirectors of Business Development, Directors of Capital Raising and Directors of Fundraising to consult to our highly prestigious client base. As a consultant, you will work with ourHedge Fund and Family Office clients to provide expert advice. Having previously served in a senior role as a Director of Business Development or Director of Capital Raising, 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 Hedge Fund or Family Office. 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 Hedge Funds 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.). 

SPECIFIC AREAS OF EXPERTISE:

All aspects of the day-to-day management and oversight of capital raising efforts, including the development of marketing decks and collateral material, sourcing leads, 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 withthe 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 & requirements
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, Alternative Investment Firm or Family Office.

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 sophisticated institutional clients, prospective clients, and a proven ability to develop new opportunities.

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) 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.