Manager Research Analyst - Traditional Markets

at  Rvk Inc

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. RVK is one of the five largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Coalition Greenwich Quality Leader among large U.S. investment consultants for a sixth consecutive year. Coalition Greenwich issued the award on April 25, 2023, based on their February through November 2022 study. No direct or indirect compensation has been paid by RVK in connection with obtaining or using this award. To read more about the Greenwich award, please refer to the following URL: https://www.rvkinc.com/about/about.php.

JOB DESCRIPTION

The Manager Research Analyst is responsible for a wide range of investment manager research projects providing support to the Investment Management Research department.

Duties and Responsibilities

• Work with Research and Client Teams to determine best candidates for investment manager searches and process client materials
• Update and maintain systems to help facilitate the processing of searches including refinement of the current method
• Assist in developing new techniques for evaluating and presenting manager portfolios to Client Teams and Clients
• Assist in the discovery and evaluation of investment managers, including travel to conduct due diligence on investment managers, when necessary
• Meet with investment managers, through in-person meetings and conference calls; documenting firm changes, team changes, and portfolio exposures
• Assist in the completion of quarterly asset class and investment manager reviews, including broad market evaluation, attribution analysis and exposure reporting
• Keep RVK’s Consulting Teams informed of any pertinent information regarding our clients’ investment managers both written and orally
• Update and maintain systems to help facilitate the processing of searches including refinement of the current method
• Create, manage and manipulate spreadsheets

Minimum Qualifications

• Bachelor’s degree, preferably in Finance, Economics or Mathematics
• Two (2) years of industry experience

Preferred Qualifications

• Pursuing Chartered Financial Analyst designation and/or Master’s degree
• Experience with conducting manager research
• Ability to communicate effectively coupled with strong interpersonal skills
• Strong written and oral communication skills
• Strong analytical skills able to understand financial concepts
• Candidates with experience using eVestment, Morningstar, Markoff Processes International, Bloomberg will be given preference
• Ability to excel in a deadline-driven environment, managing multiple tasks simultaneously
• Experience with the Microsoft Office Suite; specifically: Word, Excel and PowerPoint

Travel Requirements
10% (2-4 days per month)
Additional Information
Interested candidates must submit their information through the company website at www.rvkinc.com and select Career Opportunities. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity (EEO) Employer. As an EEO employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
Submit a cover letter detailing how your work and/or academic experience meet the job requirements. Only those candidates whose qualifications meet the job requirements will be contacted.
No phone calls or faxes. No staffing agencies please

• Work with Research and Client Teams to determine best candidates for investment manager searches and process client materials
• Update and maintain systems to help facilitate the processing of searches including refinement of the current method
• Assist in developing new techniques for evaluating and presenting manager portfolios to Client Teams and Clients
• Assist in the discovery and evaluation of investment managers, including travel to conduct due diligence on investment managers, when necessary
• Meet with investment managers, through in-person meetings and conference calls; documenting firm changes, team changes, and portfolio exposures
• Assist in the completion of quarterly asset class and investment manager reviews, including broad market evaluation, attribution analysis and exposure reporting
• Keep RVK’s Consulting Teams informed of any pertinent information regarding our clients’ investment managers both written and orally
• Update and maintain systems to help facilitate the processing of searches including refinement of the current method
• Create, manage and manipulate spreadsheet