Teams at RVK, Inc.

Supports investment consulting teams by preparing investment performance reports, executive summaries, fee analyses, policy reviews, manager reports, presentations, and rebalancing analyses. Collects, reconciles, analyzes, and interprets investment and financial data; communicates with clients, managers, custodians, and data providers; reviews deliverables; manages deadlines; and supports client requests and special projects.

Collects and enters investment manager, index, custodian bank, and client data for the Performance Measurement and Analytics Department. Reconciles data with third parties, troubleshoots discrepancies, maintains deadlines and procedures, downloads financial information using industry databases, and supports team members. The role requires strong attention to detail, communication, organization, analytical and problem-solving skills, proficiency with Microsoft Office, and the ability to work independently in a deadline-driven environment.