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Job Title: Investment Associate
Company Name: RVK, Inc.
Location: Chicago, IL United States
Position Type: Full Time
Post Date: 04/10/2020
Expire Date: 07/01/2020
Job Categories: Finance/Economics
Job Description
Investment Associate
RVK is an independently owned, national firm with headquarters in Portland, OR and regional offices in New York, NY, Chicago, IL, and Boise, ID. We provide unbiased general investing consulting services to nearly 200 institutional clients, including corporations, public retirement systems, Taft-Hartley funds, non-profit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is one of the ten largest investment consulting firms in the U.S., as reported by Pensions & Investments. Additionally, for the second consecutive year, RVK was named one of three Greenwich Quality Leaders among large U.S. investment consultants based upon Greenwich Associates’ 2018 study.

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 and proven qualitative and quantitative abilities. Investment Associate responsibilities include the daily administration and management of a number of client relationships.

This position in located in RVK’s Chicago office; however, the candidate will work in close contact with colleagues from all offices.


• Complete a variety of special projects at the request of the lead consultant. Typical projects may include: asset allocation studies, domestic/international equity and fixed income investment manager structure analyses, investment policy revisions, portfolio rebalancing, letters of instruction, preparation of supporting analytics for OCIO provider searches.
• Interface with other colleagues, including Investment Analysts, Consultants, and Associate Consultants, in preparing materials for our consulting clients.
• Execute client deliverables to high standards of quality and accuracy.
• 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.
• Review monthly and quarterly performance deliverables as needed.
• Participate in internal research projects and special client assignments as needed.
• Prepare ad-hoc market environment and investment research.
• Assist in business development efforts and participate in RFP responses as needed.

Required Attributes:

• 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.
• Bachelor’s degree in Finance, Economics or related discipline.
• Master’s degree in Finance, Economics or Business Administration or CFA designation or progress toward designation is strongly encouraged

Preferred Skills and Attributes:

• Genuine desire to work hard and progress in the investment consulting profession.
• 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.
• Strong presentation skills.
• Proven self-starter – able to work and think independently.
• Adaptable to change while striving to improve processes and efficiencies.
• Flexible and open to new ideas within a dynamic environment.
• Knowledge of software and business applications – proficiency with Microsoft applications (Word, Excel, Outlook, Power Point).
• Knowledge of MPI Stylus, Morningstar, Bloomberg, and Evestment Alliance is a plus.
• Strong work ethic – able to work Monday – Friday with client deadlines that may require up to 50-60 hours/week, (including when necessary evening and weekend time).
Interested candidates should submit their employment information through the company web site at www.rvkinc.com and click on career opportunities.

Upload a cover letter summarizing how your work and/or academic experience meet the job requirements and a resume. Only those candidates whose qualifications meet the job requirements will be contacted for further consideration.

RVK offers compensation commensurate with experience as well as a competitive benefits package. Come join a company that rewards hard work and appreciates its employees!

All applications must be submitted through the company web site. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity Employer. No phone calls, faxes, recruiting or temporary agencies please.
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Contact Information
Company Name: RVK, Inc.
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