Business Unit:

Global Distribution Operations

Reporting To:

Manager, Sales Enablement

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.

Job Description:

Role Summary

The primary purpose of this role is to support the sales efforts across the EMEA sales teams: Customized Portfolio Solutions (including services like trading and transition Management), Fiduciary Management/OCIO & Private Markets. The role supports every stage of the sales process, working directly with the EMEA Sales Support team and Sales associates. This specific role is focused on re-occurring tasks such as updating quarterly collateral, maintain organization charts, create/ maintain marketing lists and project management. It requires strong administrative, analytical and research capabilities.

Years of Experience

1 – 2 Years of Experience (in an equivalent role)

Qualifications

• Working knowledge of the asset management industry and investment products.
• Candidates who are studying or intending to study CFA (or other finance related professional qualifications) (preferred).
• Relevant BSC/BA (Finance, Economics, Business Management, Communication, Marketing, …) (preferred).
• Some experience with the maintenance of a CRM system
• Familiarity with some of the commonly used data/ sales intelligence sources and databases in asset management (CRM, Seismic, Outreach, LinkedIn Sales Navigator, …) (preferred).

Responsibilities

• Support the Sales Support and EMEA Sales teams on a variety of re-occurring tasks (on a weekly, monthly, and quarterly base). Examples of such tasks are maintaining and updating marketing lists, maintaining and updating organization charts, maintaining and updating sales collateral.
• Support prospect interaction, preparation of background information ahead of meetings.
• Work with sales teams to ensure they have the required collateral/pitch material for meetings to help drive new business activity, including the quarterly update of existing materials.
• Manage necessary compliance sign-off’s for new and existing collateral/ pitch materials.
• Leverage technology to support the sales process through effective use and training of the following tools: CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator, Zoom Info)
• Manage and contribute to projects, initially with regards to the CRM System.

Candidate Requirements

• Proficient in Microsoft suite - intermediate Excel skills (Vlookups, Pivot Tables, Conditional Formatting).
• Excellent administrative, problem solving, project managing and decision-making skills.
• Passion for supporting, improving and innovating the sales process.
• An understanding of asset management, financial markets, investment concepts, competitors and industry trends.

Core Values

• 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.
• 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.