• Job Description

  Req#: 109035

  Job Details

  Job Location: New York, NY - New York, NY

  Position Type: Full Time

  Salary Range: Undisclosed

  Job Shift: Day

  Description

  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 Investment Associate works closely with the consulting team to provide research, portfolio analysis, and investment advice to our clients. This position requires a unique combination of good business sense, working investment acumen, and proven qualitative and quantitative abilities. The location of the position is in RVK’s New York office and is eligible for a hybrid working arrangement.

  Responsibilities

  This is a hands-on job with a possible upward trajectory to client consulting assignments for top performers. There is an expectation that you will be actively involved in all aspects of client service and help plan and execute client deliverables. The duties are multi-faceted and require the ability to communicate effectively, both internally and externally. The Investment Associate must successfully manage time, identify tasks, determine priorities, and complete deliverables to company standards and client deadlines.

  • Complete a variety of special projects at the request of the consulting team. Typical projects include asset allocation studies, domestic/international equity and fixed income manager style analyses, investment policy revisions, education presentations, portfolio rebalancing, letters of instruction, compliance review reports, etc.
  • Execute client deliverables to high standards of quality and accuracy.
  • Possess and work on developing further general knowledge of recommended investment management firms, products, and strategies.
  • Interface with other colleagues, including Investment Analysts, Consultants, Associate Consultants, and Investment Manager Research in preparing materials for our consulting clients.
  • Develop relationships and liaise with clients’ service providers, as needed.
  • Provide day-to-day client service in support of the lead Consultant.
  • Write, edit, and proofread client communications and training materials for clients with regard to various investment topics.
  • Assist consulting team with defining key messages and use creativity in presenting ideas, recommendations, and information to clients.
  • At the request and approval of the lead Consultant, attend meetings and present special projects and/or performance reports to clients.
  • Participate in internal research projects and special client assignments as needed.
  • Prepare ad-hoc market environment and investment research.
  • Review performance measurement client deliverables to assist in quality control and meeting client performance reporting product expectations.
  • Assist in business development efforts as needed and, from time to time, participate in RFP responses.

  Minimum Qualifications

  • Bachelor’s degree.
  • Minimum of one (1) year of industry experience in investment consulting, management consulting, internal corporate consulting, asset management, banking, private equity or working with a plan sponsor directing, implementing and coordinating investment strategy, or an advanced graduate degree in a finance or economics related field.
  • Ability to work Monday Friday with client deadlines that may require up to 50-60 hours/week, (including, when necessary, evening and weekend time).
  • Strong ability to collaborate with internal RVK staff and work in a collegial team environment.
  • Genuine desire to work hard and progress in the investment consulting profession.

  Preferred Qualifications

  • Bachelor’s degree in finance, economics, or related discipline (e.g., statistics, mathematics, business or similar studies, particularly if allied with finance, economics or investment analysis).
  • Demonstrated knowledge of investment consulting principles, investment strategies, policies, and regulations applicable to the investment consulting industry.
  • Proven project management and organizational skills ability to handle multiple priorities, and work well under pressure.
  • Well-versed in quantitative analytical techniques ability to build quantitative models and interpret results.
  • Excellent written and verbal communication skills with careful attention to detail.
  • Proven self-starter able to work and think independently.
  • Adaptability to change while striving to improve processes and efficiencies.
  • Flexible and open to new ideas within an ever-changing, dynamic environment.
  • Knowledge of software and business applications proficiency with Microsoft applications (Word, Excel, Outlook, PowerPoint).
  • Knowledge of MPI Stylus, Morningstar, Bloomberg, and eVestment Alliance is a plus.
  • CFA designation or progress toward designation is encouraged.

  Compensation

  The New York, NY, United States-based Investment Associate position’s expected annual base salary is $70,000 - $95,000. In addition, this position may be eligible for a discretionary performance-based bonus if held by an active employee on the date bonuses are payable. RVK offers compensation commensurate with experience and qualifications. A competitive benefits package including medical, vision, and dental, a 401(k) Retirement Plan, pre-tax flexible spending, dependent care and transportation benefits, company-paid life insurance, tuition reimbursement (once eligible and with manager approval), and a generous Paid-Time-Off (PTO) Program. Come join a company that rewards hard work and appreciates its employees!

  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.

  Qualifications

  
  

• About the company

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