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Job Location drjobs

Portland - USA

Yearly Salary drjobs

$ 70000 - 95000

Vacancy

1 Vacancy

Job Description

Job Details

Portland OR Portland OR

Description

Company Description

RVK is an independently owned national firm with headquarters in Portland OR and regional offices in Boise ID Chicago IL and New York NY. We provide unbiased investment consulting services to nearly 200 clients including corporations public retirement systems TaftHartley funds nonprofit organizations operating reserve funds highnetworth individuals and families and other special purpose funds. The heart of RVK is our teamcentered approach to client service provided by our experienced team of investment consulting professionals.

Job Description

RVK is seeking a talented investment professional to join our consulting team as an Associate or Senior Associate to operate out of our Portland location. There is an inoffice preference for this role but is eligible for a hybrid working arrangement of at least three 3 days per week in office as needed. Candidates will be selected based on experience and qualifications. These positions offer a unique opportunity for individuals with strong analytical communication and project management skills to contribute meaningfully to our client services.

Associates and Senior Associates work closely with our consulting teams to conduct research perform portfolio analysis and provide investment advice to clients. These positions require a blend of qualitative and quantitative capabilities good business sense working investment acumen and strong client service skills. The level of responsibility and complexity of assignments will be determined based on experience and demonstrated expertise.

Duties and Responsibilities
Successful candidates will be actively involved in all aspects of client service and investment consulting including but not limited to:

  • Conducting asset allocation studies investment policy revisions portfolio rebalancing and investment manager analysis.
  • Providing daytoday client service supporting consulting teams with research and investment recommendations.
  • Preparing client materials including investment reports education presentations and special research projects.
  • Developing and maintaining knowledge of recommended investment management firms products and strategies.
  • Writing editing and proofreading client communications and training materials.
  • Assisting in defining key messages and presenting ideas recommendations and findings to clients.
  • Participating in internal research projects and special assignments.
  • Reviewing and approving performance measurement deliverables for clients.
  • For Senior Associates additional responsibilities may include training junior staff attending client meetings leading presentations and contributing to business development efforts.

Qualifications

Minimum Qualifications

  • A strong desire to grow as an investment professional.
  • Excellent organizational and project management skills; ability to handle multiple priorities under deadlines
  • Strong written and verbal communication skills with careful attention to detail.
  • Ability to work independently and demonstrate initiative.
  • Adaptability in a dynamic environment with a commitment to continuous improvement.
  • Flexible and open to new ideas within an everchanging dynamic environment.
  • Knowledge of software and business applications proficiency with Microsoft Office applications (Word Excel PowerPoint Outlook).
  • Strong work ethic Ability to work MondayFriday with client deadlines that may require longer hours/week (including when necessary evening and weekend time).
  • Minimal travel required; Senior Associates may have additional travel expectations.

Preferred Qualifications

  • Wellversed in quantitative analytical techniques ability to build quantitative models and interpret results.
  • Demonstrated knowledge of investment consulting principles investment strategies policies and industry regulations.
  • Knowledge of investment tools such as MPI Stylus Morningstar Bloomberg and eVestment Alliance.

Required Education and Work Experience

  • Associate Level: Minimum of three 3 years of relevant industry experience in investment consulting asset management banking or related fields. A bachelors degree in finance economics mathematics business or a related discipline is required. Progress towards the Chartered Financial Analyst (CFA) designation and/or a masters degree in finance Economics or Business Administration is strongly encouraged.
  • Senior Associate Level: Minimum of five 5 years of relevant industry experience. A bachelors degree in finance economics mathematics business or a related discipline is required. Completion of the Chartered Financial Analyst (CFA) designation or progress towards the CFA and/or a masters degree in finance Economics or Business Administration is strongly encouraged.

Compensation and Benefits

  • Associate Salary Range: $70000 $95000 annually.
  • Senior Associate Salary Range: $90000 $120000 annually.
  • RVK offers compensation commensurate with experience and qualifications.
  • Positions are eligible for a discretionary performancebased bonus if held by an active employee on the date bonuses are payable.
  • A competitive benefits package including medical vision and dental insurance a 401(k)retirement plan with an employer match formula pretax flexible spending dependent care and transportation benefits companypaid life insurance tuition reimbursement (subject to eligibility and manager approval) and a generous PaidTimeOff (PTO) program.
  • Come join a company that rewards hard work and appreciates its employees!

Application Process


Required Experience:

Senior IC

Employment Type

Unclear

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