About The Position

The Senior Associate – Private Markets Manager Research 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 Investment Manager Research team which leads manager due diligence at RVK. The Senior Associate is responsible for a wide range of investment manager research projects.

Requirements

  • Bachelor’s degree in Finance or Economics
  • Five (5) years of investment consulting, asset management, or other relevant industry experience.
  • 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 Preqin, Evestment Alliance®, Morningstar®, Markoff Processes International®

Nice To Haves

  • Chartered Financial Analyst® designation and/or Master’s degree preferred
  • Experience researching or working with private real estate, private credit, or private equity managers

Responsibilities

  • Assist Investment Manager Research team in the discovery and evaluation of investment managers
  • Assist with capital market research and evaluation
  • Maintain research tools and proprietary databases
  • Communicate continually with investment managers for data collection, product awareness and meeting scheduling
  • Assist with 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
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