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 Taft-Hartley funds nonprofit organizations operating reserve funds high-net-worth individuals and families and other special purpose funds. The heart of RVK is our team-centered approach to client service provided by our experienced team of investment consulting professionals.
Job Description
The Senior Associate Private Markets Manager Research is responsible for a wide range of investment manager research projects participating in the efforts of the Investment Management Research team. This position supports the Investment Manager Research team which leads manager due diligence at RVK. The Senior Associate is responsible for a wide range of investment manager research projects.
Duties and Responsibilities
- Assist Investment Manager Research team in the discovery and evaluation of investment managers
- Assist with capital market research and evaluation
- Maintain research tools and proprietary databases
- Communicate continually with investment managers for data collection product awareness and meeting scheduling
- Assist with cash planning projections on behalf of RVK clients
- Communicate with Manager Research Consultants and members of RVKs Consulting Teams regarding investment manager searches and research reports
- Maintain current with industry news and developments
- Assist with special ad-hoc projects
Qualifications
Minimum Qualifications
- Bachelors degree in Finance or Economics
- Five (5) years of investment consulting asset management or other relevant industry experience.
Preferred Qualifications
- Chartered Financial Analyst designation and/or Masters degree preferred
- Experience researching or working with private real estate private credit or private equity managers
- Ability to communicate effectively coupled with strong interpersonal skills
- Strong written and oral communication skills
- Ability to excel in a deadline-driven environment
- Ability to travel (averages 2-5 days per month)
- Familiarity with research database tools such as Preqin Evestment Alliance Morningstar Markoff Processes International
Additional Information
Interested candidates must apply via our company website at under Career Opportunities. Please submit a cover letter detailing how your experience aligns with the job requirements.
Only candidates who meet the qualifications will be contacted. No phone calls faxes. No solicitations from staffing agencies please.
RVK is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin. We are currently only recruiting those who are legally authorized to work in the United with temporary visas such as E F-1 H-1 H-2 L B J or TN or who need sponsorship for work authorization now or in the future are currently not eligible for hire.
Required Experience:
Senior Manager
Job Details Portland OR - Portland OR Full Time Bachelor Day FinanceDescription Company DescriptionRVK 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 20...
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 Taft-Hartley funds nonprofit organizations operating reserve funds high-net-worth individuals and families and other special purpose funds. The heart of RVK is our team-centered approach to client service provided by our experienced team of investment consulting professionals.
Job Description
The Senior Associate Private Markets Manager Research is responsible for a wide range of investment manager research projects participating in the efforts of the Investment Management Research team. This position supports the Investment Manager Research team which leads manager due diligence at RVK. The Senior Associate is responsible for a wide range of investment manager research projects.
Duties and Responsibilities
- Assist Investment Manager Research team in the discovery and evaluation of investment managers
- Assist with capital market research and evaluation
- Maintain research tools and proprietary databases
- Communicate continually with investment managers for data collection product awareness and meeting scheduling
- Assist with cash planning projections on behalf of RVK clients
- Communicate with Manager Research Consultants and members of RVKs Consulting Teams regarding investment manager searches and research reports
- Maintain current with industry news and developments
- Assist with special ad-hoc projects
Qualifications
Minimum Qualifications
- Bachelors degree in Finance or Economics
- Five (5) years of investment consulting asset management or other relevant industry experience.
Preferred Qualifications
- Chartered Financial Analyst designation and/or Masters degree preferred
- Experience researching or working with private real estate private credit or private equity managers
- Ability to communicate effectively coupled with strong interpersonal skills
- Strong written and oral communication skills
- Ability to excel in a deadline-driven environment
- Ability to travel (averages 2-5 days per month)
- Familiarity with research database tools such as Preqin Evestment Alliance Morningstar Markoff Processes International
Additional Information
Interested candidates must apply via our company website at under Career Opportunities. Please submit a cover letter detailing how your experience aligns with the job requirements.
Only candidates who meet the qualifications will be contacted. No phone calls faxes. No solicitations from staffing agencies please.
RVK is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin. We are currently only recruiting those who are legally authorized to work in the United with temporary visas such as E F-1 H-1 H-2 L B J or TN or who need sponsorship for work authorization now or in the future are currently not eligible for hire.
Required Experience:
Senior Manager
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