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 five largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Coalition Greenwich Quality Leader among large U.S. investment consultants for a fourth consecutive year.* RVK ranked first (or tied for first) in 11 of the 14 key metrics evaluated in the survey.
We are looking for intellectually curious and pragmatically innovative candidates with a "can do" attitude to fill our fulltime Data Entry Specialist position. Candidates must be prepared to work in an extraordinarily collegial team-oriented environment and consulting model. This is an entry-level position so on the job training will be provided
Job Description
The Data Entry Specialist position provides data collection support to the Performance Measurement and Analytics (PMA) Department.
Duties and Responsibilities
- Collect and enter investment manager and index data on a monthly basis for certain asset classes
- Collect and enter custodian bank data on a monthly basis for certain custodian banks and clients
- Reconcile data with a third party, troubleshoot as needed, note reasons for any unresolved discrepancies, and approve
- Maintain due dates, checklists, and procedures
- Work in a deadline-driven environment, handle multiple tasks simultaneously, follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged
- Provide support to the other Data Entry Specialists and Receptionist as needed
- Download data, information, fund fact sheets, etc. via Morningstar Direct and eVestment on a monthly, quarterly or ad-hoc basis
- Help achieve RVK business plan goals
- Other duties assigned as needed
Candidate(s) with the best combination of the following skills, abilities, experience, and training will be considered for this fulltime position.
Minimum Qualifications
- Excellent written and oral communication skills with strong attention to detail
- Strong internal and external communication and interpersonal skills with proven ability to build and maintain relationships with internal and external clients
- Proficiency in the Microsoft Suite (Excel, Word, Outlook, PowerPoint)
- Basic grasp of math concepts and terms
- Analytical skills
- Ability to manage and manipulate data
- Ability to problem-solve independently
- Proven initiative to improve processes or create efficiencies
- Strong work ethic; able and willing to work more than 40 hours per week when needed (deadlines and/or workload may require 50 to 60-hour weeks and include evenings and weekends during peak time)
- Strong organizational skills and attention to detail
- Ability to work independently, within a team environment
- Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
- Ability to effectively communicate progress and follow through on assigned tasks
- Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment, problem solving skills, and personal initiative
- Ability to analyze situations carefully and adopt effective courses of action
- Self-motivated
- Friendly, professional work demeanor
- Ability to maintain a positive attitude even under the most stressful situations
- Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs
Preferred Qualifications
- Bachelor's degree in finance, economics, accounting, and/or a related field helpful, but not required
- Knowledge of the financial services industry helpful, but not required
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 http://rvkinc.com. 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.
We receive a significant volume of applicants and cannot respond to each applicant individually. We review all applications and will contact only those candidates whose skills, experience, and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application. No phone calls, faxes, or temporary staffing agencies, please.
All applications must be through the company website. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity (EEO) Employer. As an EEO employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
- Between July and October 2020, Coalition Greenwich (formerly known as Greenwich Associates) conducted in-person and phone interviews and online surveys with 856 individuals at 704 of the largest tax-exempt funds in the US–including corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations, with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset managers and investment consultants, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. RVK is one of three firms recognized in the large investment consultant category. The ratings may not be representative of any one client's experience with RVK; rather they are representative of those clients that chose to participate in the survey. The results are not indicative of RVK's future performance. . To read the Greenwich article, please click here.
Location: 1211 SW 5th Ave,Suite 900, Portland, OR 97204
Job Type: Full-time