Investment Associate

RVK, Inc.
Portland, Oregon
Depends on Experience
26 Mar 2021
25 Apr 2021
Job Function
Corporate Finance
Employment Type
Full Time

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 institutional clients, including corporations, public retirement systems, Taft-Hartley funds, non-profit organizations, non-pension operating 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 ten largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Greenwich Quality Leader among large U.S. investment consultants for a third consecutive year.*

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

Duties and 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 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, 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.
  • 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.
  • Assist in business development efforts as needed and from time to time participate in RFP responses.
  • Review performance measurement client deliverables to assist in quality control and meeting client performance reporting product expectations.



Minimum Qualifications

  • 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.
  • Excellent written and verbal communication skills with careful attention to detail.
  • Strong presentation skills.
  • 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, Power Point).
  • 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).



Preferred Qualifications

  • Well-versed in quantitative analytical techniques – ability to build quantitative models and interpret results.
  • 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.



Required Education and Work Experience

  • Minimum of one (1) year of industry experience in investment consulting, management consulting, internal corporate consulting, asset management, banking, private equity or orking with a plan sponsor directing, implementing and coordinating investment strategy.
  • Bachelor’s degree in Finance, Economics or related discipline.
  •  Chartered Financial Analyst (CFA) designation or progress toward designation and / or Master’s degree in Finance, Economics or Business Administration is strongly encouraged.


Additional Information

RVK offers a competitive benefits package to full-time regular employees including medical, dental, vision, life, 401(k) retirement plan, pretax medical flexible-spending, dependent care, transportation with subsidy after one year of service, tuition reimbursement to enhance career development, and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees!

To learn more about our company, please visit us at If you enjoy working collaboratively with others and consider yourself to be a creative thinker, then contact us today! For immediate consideration, please apply through our company website by clicking on Career Opportunities on the home page.

You will need to submit a cover letter explaining how your skills and abilities meet the qualifications and a copy of your résumé. We request that you submit your materials in a PDF format.

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