Russell Investments India | Associate Manager, Investment Operations

Responsibilities

• This pivotal role involves overseeing Investment Operations functions, providing vital support to the team and ensuring seamless operations.
• As a key representative of Global Operations, the individual will contribute to successful outcomes for internal and external clients.
• Adaptable and well-organised self-starter capable of analysing information and supporting the team.
• Lead core functions: data, trade, portfolio, and product operations.
• Ensure day-to-day operational responsibilities are efficiently managed and delivered to core business clients.
• Identify, escalate, mitigate, and resolve operational risks collaboratively.
• Drive continuous growth and development of Investments Operations Teams.
• Maintain successful relationships with business leaders across the Global Operations Organisation.
• 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.
• Provide oversight and guidance to ensure effective coordination between internal teams—including portfolio managers, analysts, and traders and external partners such as custodians, counterparties, and brokers, facilitating timely resolution of operational issues.
• Oversee the end-to-end trade lifecycle across Equities, Fixed Income, Foreign Exchange & Commission management/recapture, ensuring trade affirmation and settlements are processed accurately, efficiently, and within agreed timelines.
• Foster an environment conducive to tech-enabled integration, innovation, and change.
• Document and inventory all processes meticulously.

Requirements

• Minimum 6-7 or more years of experience in the financial services industry.
• Familiarity with custodian, broker, and money manager operations.
• Proven leadership and team management experience preferred.
• Effective communication of complex technical details to various management levels.
• Proficient in MS Office, adapt at managing substantial email correspondence.
• Problem-solving ability and strong global business acumen skills.
• Experience with vendor products such as CTM, SWIFT, Markit, Bloomberg preferred.
• Strong interpersonal, oral, and written communication skills, fostering collaboration at all management levels.

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