You are viewing a preview of this job. Log in or register to view more details about this job.

Investment Analyst

RVK, Inc.
Email

Job Description

The Investment Analyst provides critical support to RVK’s consulting team. The Investment Analyst is responsible for preparing monthly and quarterly investment performance reports in accordance with RVK’s standards as well as responding to ad hoc internal and external client requests. 

Duties & Responsibilities

  • Prepare standard and customized investment performance reports, executive summaries, investment policy reviews, fee analyses, fund profile reports, memos, investment manager commentary, investment manager watch list reports, PowerPoint presentations, rebalancing analyses, socially responsible investing analyses, investment manager structure studies, and a variety of special projects at the request of internal or external clients on a daily, monthly, and/or  quarterly basis with required levels of timeliness, quality, accuracy, and adherence to RVK and department standards
  • Communicate with internal and external clients, investment managers, custodian banks, index vendors, and other third-party data providers
  • Collect, input, analyze, and reconcile data
  • Calculate, analyze, and interpret numerous financial statistics at the investment manager, composite, index, and peer group level
  • Review, edit, and proofread materials as requested
  • Gain the knowledge and time-management skills necessary to peer review deliverables; the peer review is intended to catch errors that may have been inadvertently missed by the investment analyst
  • With assistance, define key messages and use creativity in presenting ideas, recommendations, and information to internal and external clients
  • Observe/participate in internal and external client meetings and team projects when requested
  • Provide timely responses to internal and external client questions/requests and be proactive in supporting their success
  • Certification by Bloomberg Professional Services for the Bloomberg Terminal within 90-days of employment
  • Gain proficiency in PARis, IMDM, RADAR, AltInvest, Insignis, Bloomberg and SharePoint
  • Maintain monthly and quarterly due dates, to do lists, checklists, and procedures
  • Work in a deadline-driven environment and handle multiple tasks simultaneously; follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged
  • Carry a full workload (15 to 30 low to mid complexity plans); and contribute to team and firm initiatives while consistently producing timely and quality work
  • Assist colleagues as needed
  • Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and/or participating in professional organizations
  • Help achieve RVK business plan goals
  • Other duties assigned as needed