Accelerate your career.

Explore opportunities across TA's portfolio

Financial Analyst II

Russell Investments

Russell Investments

IT, Accounting & Finance
Mumbai, Maharashtra, India
Posted on Tuesday, May 14, 2024

Business Unit:

Office of the CFO

Reporting To:

Manager, Financial Planning & Analysis


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:

This position's primary purpose is to support and enable business unit and corporate reporting requirements. By working with internal finance team members and various business unit clients, this role will facilitate the procurement of standard management reporting, forecasting/planning and analytics across the Investment Division.

Years of Experience

2-5 years finance experience in Financial Planning and Analysis, Accounting, or related fields


  • Degree in Accounting, Finance, Economics or related discipline
  • 2 - 5 years finance experience in Financial Planning and Analysis, Accounting, or related fields
  • Advanced Excel skills, with emphasis on working with large data sets & reporting; data visualization and work-flow automation tools a plus

Special Requirements



  • Diligently support and prepare business unit reporting for the Investment Division.
  • Seek opportunities, along with more senior members of the team, to automate processes and find work-flow efficiencies across business units
  • Develop foundational knowledge of Russell’s products, services, organizational structure and systems of information.
  • Maintain a strong knowledge and understanding of the assigned business units, building client trust and confidence by continuously improving service delivery.
  • Help support centralized or corporate reporting requirements including key performance indicators, sales council materials, board reporting and other regular corporate-level reporting.
  • Assist with research, reporting and analytical support for ad-hoc assignments, contribute to financial presentations.
  • Facilitate in collaboration with the central finance teams to drive processes associated with management of financial records, e.g. revenue/cost allocations, maintenance of hierarchies, cost center management.

Candidate Requirements

  • Developing analytical skills; financial acumen
  • Knowledge of management reporting systems, such as TM1
  • Ability to own a task, overcome obstacles, and make a recommendation

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.