RVK, Inc. · 1 month ago
Investment Analyst I
Portland, OR
Full-time
Hybrid
New Grad, Entry LevelRVK, Inc. is an independently owned investment consulting firm providing services to a diverse range of clients. The Investment Analyst will support the consulting team by preparing investment performance reports and responding to client requests, all while maintaining high standards of quality and timeliness.
BankingBusiness DevelopmentConsultingFinancial ServicesManagement Consulting
Responsibilities
Prepare standard and customized investment performance reports, executive summaries, investment policy reviews, fee analyses, fund profile reports, memos, investment manager commentary, investment manager watch list reports, PowerPoint presentations, rebalancing analyses, socially responsible investing analyses, investment manager structure studies, and a variety of special projects at the request of internal or external clients on a daily, monthly, and/or quarterly basis with required levels of timeliness, quality, accuracy, and adherence to RVK and department standards
Communicate with internal and external clients, investment managers, custodian banks, index vendors, and other third-party data providers
Collect, input, analyze, and reconcile data
Calculate, analyze, and interpret numerous financial statistics at the investment manager, composite, index, and peer group level
Review, edit, and proofread materials as requested
Gain the knowledge and time-management skills necessary to peer review deliverables; the peer review is intended to catch errors that may have been inadvertently missed by the investment analyst
With assistance, define key messages and use creativity in presenting ideas, recommendations, and information to internal and external clients
Observe/participate in internal and external client meetings and team projects when requested
Provide timely responses to internal and external client questions/requests and be proactive in supporting their success
Gain proficiency in PARis, IMDM, RADAR, AltInvest, Insignis, Bloomberg and SharePoint
Maintain monthly and quarterly due dates, to do lists, checklists, and procedures
Work in a deadline-driven environment and handle multiple tasks simultaneously; follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged
Carry a full workload (15 to 30 low to mid complexity plans); and contribute to team and firm initiatives while consistently producing timely and quality work
Assist colleagues as needed
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and/or participating in professional organizations
Help achieve RVK business plan goals
Other duties assigned as needed
Qualification
Required
Intellectually curious and pragmatically innovative candidates
Prepared to work in a collegial team-oriented environment
Ability to prepare standard and customized investment performance reports
Ability to communicate with internal and external clients, investment managers, custodian banks, index vendors, and other third-party data providers
Ability to collect, input, analyze, and reconcile data
Ability to calculate, analyze, and interpret numerous financial statistics at the investment manager, composite, index, and peer group level
Ability to review, edit, and proofread materials as requested
Knowledge and time-management skills necessary to peer review deliverables
Ability to define key messages and use creativity in presenting ideas, recommendations, and information
Ability to observe/participate in internal and external client meetings and team projects
Ability to provide timely responses to internal and external client questions/requests
Proficiency in PARis, IMDM, RADAR, AltInvest, Insignis, Bloomberg and SharePoint
Ability to maintain monthly and quarterly due dates, to do lists, checklists, and procedures
Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
Ability to carry a full workload (15 to 30 low to mid complexity plans)
Ability to assist colleagues as needed
Ability to update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and/or participating in professional organizations
Ability to help achieve RVK business plan goals
Company
RVK, Inc.
RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.
Founded in 1985
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Randy Borek
Chief Financial Officer
Maritza Martinez
OCIO Search and Evaluation Consultant
Recent News
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