Evan Walker Email & Phone Number

Portland, OR, US

Member of RVK’s Investment Manager Research equity team responsible for leading research initiatives and evaluating managers in public equity as a generalist with a particular focus on diverse and smaller boutique firms. Provide reporting and analyses, prepare search recommendations, and communicate pertinent manager updates to both clients and consulting.

• Successfully interfaced with investment staff members from large US public pension plan clients
• Identified, interviewed, and performed both qualitative and quantitative due diligence on new and existing equity managers
• Presented comprehensive evaluations of managers both internally and externally
• Impactful member of firm’s Investment Committee
• Supervised and trained junior analysts and administrative support staff members
• Analyzed portfolio characteristics, risks, and performance attribution using FactSet

• Analyzed portfolios and investments using Bloomberg and Zephyr StyleAdvisor software
• Monitored and reported internally on global markets and macroeconomic indicators
• Investment Policy Committee member – developed program-wide investment policy and asset allocation strategy
• Interfaced with clients, investment managers, custodians, auditors, attorneys, brokers, and administrators

• Managed fund administration process of alternative investment offerings
• Responsible for calculation and collection of management fees
• Created new business proposals and customized implementation plans for clients and prospects
• Executed and monitored all equity trades in the ongoing management of clients’ asset allocation plans
• Maintained back office operations across multiple custodial platforms for both RIA and BD including equity and fixed income trade settlements, new accounts, order entry, margin issues, Advent/Axys data reconciliation.

San Francisco, CA, US

Processed accounts payable

Process accounts payable and receivables. Primary accounting department firm liaison with national newspaper and trust/deed companies. Integration and reconciliation from custom software systems to standardized accounting program.

Ba, Environmental Studies

Environmental Studies