Job Description:

Company Description

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 ten largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Greenwich Quality Leader among large U.S. investment consultants for a third consecutive year.*

This position is currently remote due to COVID but candidate will be expected to return to the office once it is safe to do so.

Job Description

The Business Development Associate is a professional-level position that provides critical support to the Business Development department in a team structure. The successful candidate must work cohesively with a proposed service team regarding a prospect/client to produce a comprehensive response to a Request for Proposal (RFP), as well as finals presentations. This position requires professional communication with employees from all levels of the company and quality completion of a variety of tasks in a timely manner.

Job Duties and Responsibilities

Duties for this position include, but are not limited to:

• Obtain a detailed and comprehensive understanding of an RFP and serve as “Project Manager” in coordinating multiple people to get all aspects of the RFP assigned and completed.


• Write, edit, and proofread answers to RFP questions to ensure answers are accurate, thorough, and customized.


• Perform peer reviews of RFP responses.


• Track progress on outstanding RFPs and provide the Director with status updates. 


• Facilitate consulting team scheduling for finals presentations and produce highly-detailed meeting notices.


• Coordinate and finalize finals presentations.


• Work closely with team members and prioritize work assignments and projects to meet deadlines.


• Perform a variety of highly complex and confidential functions in support of Business Development department operations. These involve the use of independent judgment and personal initiative.


• Serve as backup to other Business Development Staff as needed.

Minimum Qualifications

Core Qualifications

• Excellent writing, editing, and proofreading skills


• An interest in the investment consulting field with an understanding of or ability to quickly learn financial vocabulary and financial market fundamentals


• Desire to understand the rationale behind every job task with the ability to quickly learn new tasks


• Ability to perform a variety of highly complex and confidential functions using independent judgment, critical thinking, problem solving skills, and personal initiative


• Strong interpersonal and communication skills with ability to build rapport with internal and external customers


• Strong project management skills with initiative to improve processes or create efficiencies


• Ability to multitask and prioritize under tight deadlines while maintaining a positive attitude


• Flexibility, creativity, and sensitivity in response to changing situations and needs


• Possess team player attitude and ability to take direction as necessary

Additional Qualifications

• Ability and willingness to work up to 50-60 hours/week, including some evenings and weekends, as necessary


• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Power Point)

Required Education and Work Experience

• Bachelor’s degree in business, writing/literature, or marketing (or background in the fields).


• Two (2) or more years of experience with a proven ability to work independently and as part of a team.


• Two (2) or more years of experience supporting large deadline-driven projects.

Preferred Qualifications

• Prior marketing experience where responding to RFPs was the primary method of sales.


• Knowledge of internal business applications (CRM, SharePoint, PARis).


• Knowledge of the firm, its clientele, and its capabilities.


• Knowledge of the financial services industry.   

 

Additional Information

Interested candidates must submit their information through the company web site at www.rvkinc.com and select Career Opportunities.

Submit a cover letter detailing how your work and/or academic experience meet the job requirements. Include specific examples in your cover letter of how you have demonstrated the following skills in past work experience:

• Intellectual curiosity—a genuine desire to learn a new role, industry, and/or company


• Quick learner—an ability to quickly learn new concepts and apply them


• Critical thinking skills—use of independent judgment and problem solving skills


• Attention to detail—work product is thorough and accurate

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.

No phone calls, faxes, or temporary staffing agencies, please. We look forward to receiving your application!

*Between July and October 2019, Greenwich Associates conducted interviews with 1,100 individuals at 896 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations 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 submitted and 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.

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