Client Service Technical Analyst
Russell Investments
This job is no longer accepting applications
See open jobs at Russell Investments.See open jobs similar to "Client Service Technical Analyst" TA Associates.Business Unit:
Global Distribution OperationsReporting To:
Manager, Client ServiceShift:
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:
As a Technical Analyst, you will be responsible for daily support and service with a focus on project management assignments and detailed analytical work to assist Consultants and Client Investment Analysts in maintaining client relationships and retention levels. A key focus is continually analyzing all tasks and functions for ways to improve processes, service levels, quality and efficiency.
The responsibilities of the individual in this position include:
- Contribute to the development and execution of client projects. Manage projects from inception to completion. Gather data from multiple sources, ensuring deadlines are met and high quality/accuracy is maintained. Serve as a technical resource to the team, utilizing available resources and ability to handle both standard and non-standard situations.
- Update and coordinate quarterly client books, presentations and client communication materials using proprietary Russell Investment models, Excel and other pertinent applications.
- Pro-actively create and streamline processes/policies within the Consulting group. Work across all Americas Institutional teams to provide support, making a strong contribution to a solid and dependable team environment.
- Support the Consulting team in the achievement of department objectives.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- Investment or Finance industry knowledge
- Ability to coordinate department projects
- 3-5 years’ technical analyst experience
- 3-5 years’ experience with MS Office with strong emphasis Excel
- Ability to calculate and check performance with strong macro skills.
- Excellent time management, prioritization and organizational skills. Including managing multiple and conflicting deadlines and coordinating delivery,
- Understanding of investment asset classes
- Experience in working with mainframe database applications and web-based programs (i.e. eVestment, Morningstar, InvestmentMetrics - or - various data portals).
- Strong attention to detail with ability to check reports for accuracy and reasonableness.
- Excellent written and verbal communication skills.
- Demonstrate ability to provide high level client service to internal stakeholders
- Ability to learn quickly and be adaptable to change.
- Bachelor’s degree and investment industry experience preferred.
This job is no longer accepting applications
See open jobs at Russell Investments.See open jobs similar to "Client Service Technical Analyst" TA Associates.