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Type of Role: InvestmentsResearch

Experience Level: Analyst/Associate

Location: Portland, Oregon

Salary: $127K - $168K

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. Details below.

Job Description

The Senior Manager Research Analyst Public Fixed Income (SMRA) focuses on public fixed income investment managers ranging from broad, diversified portfolios to specialist strategies that target specific market niches. The SMRA 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 Manager Research Consultant that leads due diligence in these asset classes. The SMRA is responsible for a wide range of investment manager research projects participating in the efforts of the Investment Management Research team.

Duties and Responsibilities

  • Assist Manager Research Consultants in discovery and evaluation of investment managers within private credit
  • Assist with asset class 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 alternatives cash planning projections on behalf of RVK clients
  • Communicate with Manager Research Consultants and members of RVK’s 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

  • Bachelor’s degree in Finance or Economics
  • Five (5) years of investment consulting, financial research, asset management, or other relevant industry experience

Preferred Qualifications

  • Chartered Financial Analyst (CFA), Chartered Asset Allocator (CAA) designation and/or Master’s degree preferred
  • Three (3) years of institutional public fixed income industry experience.
  • 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 eVestment, Morningstar Direct, Markoff Processes International

Additional Information

RVK offers a competitive benefits package to full-time regular employees including medical, dental, vision, life, 401(k) retirement plan, pretax medical flexible-spending, dependent care, transportation with subsidy after one year of service, tuition reimbursement to enhance career development, and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees!

To learn more about our company, please visit us at http://rvkinc.com. If you enjoy working collaboratively with others and consider yourself to be a creative thinker, then contact us today! For immediate consideration, please apply through our company website by clicking on Career Opportunities on the home page.

You will need to submit a cover letter explaining how your skills and abilities meet the qualifications and a copy of your résumé. We request that you submit your materials in a PDF format.

We receive a significant volume of applicants and cannot respond to each applicant individually. We review all applications and will contact only those candidates whose skills, experience, and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application. No phone calls, faxes, or temporary staffing agencies, please.

All applications must be through the company website. 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.