Fractional Head Trader (Advisor Network)

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

Arootah is searching for experienced Head Traders or Directors of Trading to consult to our client base.  As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience strategically building, maintaining, and operating the full infrastructure and operations of a Trading Desk for a leading Alternative Asset Firm or Family Office.  

Core Areas of Expertise

• Best practice reviews.   

• Developing realistic and effective action plans.  

• Breaking apart goals into actionable steps.   

• Advising on vendor selection and oversight.    

• Creating and implementing policies, procedures, and control measures.   

• Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.   

• Special projects or other areas of need.    

• All aspects of the day-to-day management and oversight of a trading desk including management of sell side relationships, trade commission negotiations, the full life cycle of a trade and all trading personnel.    

• Developing and implementing policies for trade execution on different asset classes including knowledge of financing, settlement, capital requirements and compliance with local, state, and federal regulationsand exchange rules.    

• Manage trades from inception to post-trade analysis, including building trades, pre-trade analysis, execution, communication, and settlement.  

• Oversee all of the company’s trading positions, risk management, and the profitable operation of the company’s trading activities by working closely with Portfolio and Risk Managers.  

• Design trade architecture, trading policies and procedures, as well as broker evaluation and trading record keeping.  

• Assist Portfolio Managers as needed with rebalancing, cash management, asset allocation and risk management oversight and guidance.   

• Choose, implement, and manage trading rotations, strategies, and performance metrics to evaluate and manage all trading personnel.  

• Knowledge of different software programs and means of sourcing liquidity across various asset classes including high-frequency trading, algorithms, electronic crossing networks, and artificial intelligence (AI) trading programs.   

• Gain in-depth knowledge of all transaction cost models and aspects of portfolio construction in the furtherance of ongoing idea generation and process improvements.  

• Communicate market insights via verbal and written thought pieces to the investment team. 

 

What You Bring

• A Bachelor’s Degree in Economics, Finance, Statistics, Mathematics, Computer Science, or a related field.  

• Master’s Degree and/or CFA is strongly preferred.  

• 10+ years of prior work experience, specifically as a Head Trader or Director of Trading for an Alternative Asset Firm or Family Office with high order flow.    

• In-depth understanding of various global markets, exchanges, and regulatory environments; a strong understanding of risk management and escalation.  

• Prior familiarity with compliance and risk management policies regarding best execution and fair allocation practices.  

• Demonstrated knowledge of conventional or proprietary OMS, EMS, and TCA research is essential.  

• Strong programming skills (Python preferred) and experience working with visualization tools such as Tableau or Power BI.  

• Demonstrated knowledge of statistics/econometrics and experience working with large data sets (3rd party and proprietary).