Consultant - Chief Risk Officer, Investments

Hedge Fund/Family Office Consultant – Chief Risk Officer, Investments

Join our experienced roster of consultants that support Hedge Funds and Family Offices.

Arootah is a personal and professional development leader in the Investment and Financial Services industry.

Our mission is to provide top business advisory services to our hedge fund client base.

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. 

Visit us at https://arootah.com/hedge-fund-advisory/ for more information.

PROJECT:

WHO WE NEED:

Arootah is searching for an experienced Chief Risk Officer, Investmentsto 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 the role of Chief Risk Officer, Investmentsyou have specific, hands-on experiencebuilding, maintaining and overseeing the risk management efforts specifically focused on the investment and portfolio management activity of aleading Hedge Fund or Family Office.

WHAT YOU WILL DO AS A CONSULTANT:

Provide advice and guidance to Arootah clients who seek help with theirinvestment and portfolio management risk needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as aChief Risk Officer, Investments 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:

Analyze portfolio and investment risk using various quantitative models/techniques and review the implications of potential investment decisions on total portfolio risk.

Develop, maintain, and update investment risk framework tools to analyze individual investments and portfolios.

Identify and evaluate risks, as well as run stress tests, across various asset classes, strategies, portfolios, and managers.

Perform market and credit risk reporting and analysis of all investment activity, including VaR, stress loss, operational guidelines, transactional reviews, and liquidity risk.

Perform day-to-day monitoring of exposures, and utilization against limits, as well as monitoring of P&L arising from market moves, and additional ad-hoc analysis.

Assist in enhancing methodology for calculating, monitoring, and managing risk in investment portfolios.

Create and run optimization models to serve as a guide to Portfolio Managers in allocation decisions.

Design and generate periodic risk reports for senior management and portfolio stakeholders.

Perform ad-hoc analysis requiring independent research and facility with various programming languages.

Participate in the identification and evaluation of new risk strategies and technology.

Measure, monitor, and independently assess risks in investment activities and escalate issues/concerns to Portfolio Managers.

Monitor stress, performance, counterparty, and liquidity metrics against the thresholds and perform risk analysis on accounts that trigger risk thresholds.

Help develop ESG metrics monitoring.

Ensure compliance with risk oversight processes, policies, and procedures for investment risk.

Qualifications & requirements
BS/BA degree in a quantitative discipline such as Finance, Mathematics, Engineering, Computer Science, or a closely related field from an accredited university.

Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or similar professional designation is desired.

MBA or other relevant graduate degreesin a quantitative discipline is a plus.

8+ years of relevant experience at a hedge fund, family office, or investment management firm serving in the role of Chief Risk Officer.

Additional experience of between 3-5 years of working in risk management, trading, portfolio management, or data science role at an asset management firm, hedge fund, or family office.

Familiarity with the use of a risk analysis application such as MSCI’s BarraOne, Blackrock Aladdin, FactSet, or similar. Strong quantitative/statistical knowledge with an ability to work on systems and databases (SQL, Access).

Proven programming skills (R, MATLAB, Python, VBA, C#, etc.).

Product knowledge and quantitative skills with a broad range of asset classes and investment strategies.

Knowledge of market risk methodologies such as VaR, stress, and sensitivity analysis.

Strong familiarity with asset/liability management.

Ability to manage multiple projects simultaneously.