Manager Research Consultant - Private Equity Portland, ORJob Summary As a Manager Research Consultant (MRC) focused on the Private Equity asset class, you will be responsible for working collaboratively as part of the Private Equity team. This role will work on all aspects of researching private equity investment managers, from market research, initial meetings, quantitative & qualitative reviews, investment manager on-sites, and ultimately presentation to internal and external clients. You will work in concert with the Senior Consultant in the asset class to develop strategic direction for the asset class and a robust manager forward calendar, as well as independently lead due diligence on managers from that forward calendar. You will ensure robust diligence and manager documentation and database management for internal and external stakeholder communication. You will also partner with and mentor RVK's Associates and Senior Analysts on the private equity team. MRCs have significant client-facing responsibilities as well, including presenting to client investment committees both virtually and in person. Successful candidates are demonstrate quality general partner working relationships, detailed due diligence skills, and the ability to work as part of a team to implement the RVK research philosophy. This role will balance client-facing responsibilities with research-driven due diligence.
Duties and Responsibilities:
This includes, but is not limited to:
Significantly contribute to the initial discovery and evaluation of investment managers within Private Equity. Successful candidates will bring existing relationships and will drive opinions on the forward calendar and diligence pipelines.
Coordinate private equity philosophy and research process with Private Equity Senior Consultant and Director of Alternatives.
Maintain and execute due diligence documentation in the internal-facing RVK manager portal, facilitating firmwide dissemination of research and opinions.
Work collaboratively with all of the private equity team, including training and mentoring to Senior Associates, Associates, and Senior Analysts on research activities.
Periodically present investment recommendations and education topics to clients, Boards of Directors, Investment Committees and Trustees.
Complete quarterly reviews of the asset class, broad market evaluation as well as key manager exposure analysis.
Work directly with clients and client teams to manage requests, including the search (best ideas/RFP/RFI/etc.) process and determine best candidates in your assigned asset class.
Communicate asset class research to clients and consulting teams effectively through both written and verbal communication.
Communicate continually with investment managers, understanding firm changes, team changes, and portfolio exposures.
Meet with investment managers in-person, via conference call, or on-site at investment managers' offices.
Keep consultant teams informed of any pertinent information regarding company clients' investment managers.
Represent RVK / IMR at new business opportunities, conferences, speaking engagements, and press opportunities
Qualifications:- Minimum Qualifications
- Bachelor's degree in Finance or Economics
- Chartered Financial Analyst designation and/or Master's degree preferred
- Eight (8) years or more of industry experience in investment manager research or related endeavors with a significant amount of time focused on private equity
- Ability to travel (averages 3-6 days per month)
Preferred Qualifications:- Prior experience as an influential contributor to portfolio construction
- Familiarity with research database tools such as Preqin, PitchBook, PARis, and Canoe
- Excellent verbal and written communication skills
- Strong analytical skills including mastery of basic financial and accounting concepts
- Proficiency in Microsoft Excel, Word, PowerPoint, Teams, and Outlook
- Familiarity with large language models and their appropriate use in investment consulting
- Currently reside in a city with at an RVK office or willing to relocate to an RVK office (Portland, Boise, Chicago, New York)
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!
