Russell Investments India | Analyst, Investment Operations

Responsibilities

• As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients.
• The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally.
• This position will primarily focus on supporting the trade lifecycle including Settlements, for Equity and Fixed income.
• The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support.
• Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues.
• Support the end-to-end trade lifecycle for a wide range of products, ensuring accurate and timely processing of trade settlements, confirmations, and settlements.
• Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients.
• Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives.
• Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients.

Requirements

• A minimum of 2-3 years of previous experience in the financial services industry, preferably in a trading operations capacity within an asset management firm.
• 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred.
• Familiarity with custodian, broker, and money manager operations.
• Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies.
• Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines.
• Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success.
• Excellent communication skills, understanding how to tailor communication style to the situation at hand.
• Strong computer skills, including advanced proficiency with Excel.
• Prior experience with Bloomberg AIM. (preferred).
• Prior experience with trading and portfolio management systems.
• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management.
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines.
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.

Russell Investments

Frank Russell started the firm in Tacoma, Washington, in 1936, and Russell Investments is now headquartered in Seattle. It manages money and gives investment advice to institutional investors, financial intermediaries and individual investors in many countries. Along the way it was an early name in institutional investment consulting (from 1969), took on its first outsourced chief investment officer client in 1980 and launched multi-asset portfolios for advisers in 1985. It also builds custom portfolios that mix active, passive and alternative investments, and manages portfolio transitions for large investors. In India, Russell Investments has an office in Mumbai that works alongside its teams in other countries.

In Mumbai, the finance-related roles include investment operations analysts and associate managers, a senior analyst in fund administration and a credit analyst. Most postings ask for a bachelor's degree in finance, economics, accounting or business administration. The CFA is often preferred, one posting names an MBA or CFA as highly preferred, and another leans towards a CA or CPA with experience of financial reporting under US GAAP.

• Industry: Asset management and investment consulting: multi-asset portfolios, outsourced chief investment officer (OCIO) services, portfolio transitions
• Headquarters: Seattle, Washington, United States (Russell Investments)
• In India: An office in Mumbai, where its India investment operations and finance roles are based