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 Description
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.
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.
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.*
