Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.
Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry.
Our Services Include:
Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance
Providing fractional expert advisors in key operational areas for emerging and established investment firms
Offering executive, life, health, and career coaching for individuals
Delivering talent acquisition and leadership development solutions
Developing SaaS applications for enterprise and consumer use
Visit us at https://arootah.com/advisory/ for more information.
WHO WE NEED:
Arootah is seeking experienced Paralegals to consult with our diverse client base in the alternative asset management industry. As a consultant, you will provide expert legal support to our Alternative Asset Firm and Family Office clients. You will work closely with General Counsel, Chief Compliance Officers, and outside legal counsel to support fund formation, regulatory compliance, investor relations, and corporate governance matters.
WHAT YOU WILL DO AS A CONSULTANT:
- 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.
Qualifications
- 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
Job Status
- Contractor
- Hours are based on the needs of the assigned client (0-40 hours per week).
$90 - $150 an hour
The hourly consulting rate of pay is expected to be a minimum of $90 and a maximum of $150, 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.
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.
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.