What's Happening at RVK

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 fifth consecutive year.*

Job Summary
The Senior Manager Research Analyst - Private Credit (SMRA) focuses on private credit markets, with the potential to expand into other private market alternatives more broadly, including private equity 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. 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 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
• Five (5) years of investment consulting, asset management, or other relevant industry experience.

Preferred Qualifications

• Chartered Financial Analyst® designation and/or Master’s degree preferred
• Three (3) years of institutional private credit industry experience; other private markets experience will be considered on a case by case basis.
• 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®

• Coalition Greenwich issued an award on April 26, 2022, based on their July through October 2021 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.