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Type of Role: InvestmentsResearch

Experience Level: Analyst/Associate

Location: New York City, New York

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, 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.

Job Summary

The Senior Manager Research Analyst – Private Equity (SMRA) focuses on Private Equity markets, with the potential to expand into other private market alternatives more broadly, including private real estate and real assets. 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.

Duties and Responsibilities

  • Assist Manager Research Consultants in discovery and evaluation of investment managers within Private Equity
  • Assist with alternatives assets class market research and evaluation
  • Maintain alternatives 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


Minimum Qualifications

  • Bachelor’s degree in Finance or Economics
  • Three (3) years of institutional Private Equity industry experience

Preferred Qualifications

  • Chartered Financial Analyst designation and/or Master’s degree preferred
  • 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 Alliance, Morningstar, Markoff Processes International, Lexis Nexis

Additional Information

Interested candidates must submit their information through the company website at 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.