Implementation Manager (EMEA/UK shift)
Business Unit:Investment Division
Reporting To:Managing Director, Co-Head of Customized Portfolio Solutions
Shift:EMEA/UK (Mar-Nov 1:30 pm – 10:30 pm IST / Nov-Mar 2:30 pm – 11:30 pm IST) (India)
About Russell Investments, Mumbai:
Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.
Joining the new Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be one of the first to join this new team based out of Goregaon (East) in Mumbai and be a part of creating the foundation and culture for the firm’s growing operations in India. The Mumbai office operates 5-days a week from Monday to Friday with varying shifts to accommodate time zones around the world.
For more information, please visit https://www.russellinvestments.com.
As a team member on an 10 to14 person team, this role will involve supporting and managing Russell investment portfolios globally. These portfolios cover multiple asset classes including equities, foreign exchange (FX), derivatives, cash and fixed income. Responsibilities will include daily data validation, pre/post trade compliance monitoring, trade creation, trade entry into a portfolio system, verbal and written interaction with the appropriate internal contacts (Portfolio Managers, data teams, compliance, performance). The role also will involve maintaining performance reporting for certain accounts, troubleshooting data and reasons for discrepancies and tracking cash flows. This role will also do trade preparation by coordinating with Russell employees globally, checking corporate actions, cash availability and compliance rules while assisting to manage multiple styles of portfolios to a benchmark or model portfolio. This role will be fully crossed trained on all asset classes.
Years of Experience
This role requires 5-8 years of experience depending on historical asset class experience.
Strong math and analytical skills
Familiarity with portfolio management and/or trading
Knowledge of Bloomberg and Microsoft products
Good understanding of custodian reports.
Good understanding of securities markets.
Bachelor’s degree in finance, Economics, Mathematics or related technical field. Masters degree or CFA preferred.
Strong communication and coaching skills
The ability to prioritize multiple tasks that have tight timelines
Strong attention to detail
Dedication to teamwork
Proactive mindset to anticipate issues and communicate them quickly and effectively.
Bachelors degree in Finance, Economics, Mathematics or related technical field is required, this is in addition to the skills, knowledge and experience required to undertake the role.
Execute on (1) the timely implementation of portfolio changes (2) the daily processes necessary to ensure portfolios achieve their intended outcomes (3) the required reporting on outcomes to internal and external clients.
Familiarity with Bloomberg, Axioma, Microsoft suite (excel, Outlook).
Experience with portfolio management processes
Strong understanding of various asset classes
Strong understanding of performance measurement calculations
Strong understanding of capital markets and what affects portfolio outcomes in order to write (and lead the writing) commentary regarding portfolio outcomes.
Strong interpersonal, oral, and written communication and collaboration skills
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.
Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
Exemplifies our customer-focused, action-oriented, results-driven culture.
Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
Ability to act with discretion and maintain complete confidentiality.
Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.