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Sales Business Intelligence Analyst

Russell Investments

Russell Investments

IT, Sales & Business Development, Operations, Data Science
Mumbai, Maharashtra, India
Posted on Monday, May 27, 2024

Business Unit:

Global Distribution Operations

Reporting To:

Director, Sales Operations


EMEA/UK (1:30 pm – 10:30 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:

The Sales Operations Business Intelligence team is responsible for aligning the firm’s sales focus with our highest impact solutions and improving execution through targeted data-driven management. Specifically, the BI team is responsible for digitizing our sales processes using CRM and other related tools to drive the entire customer journey on a globally consistent basis and supporting the integration and enhancement of the firm’s Go-To-Market (GTM) architecture design, data, and technology. In addition to improving our user experience, the team is responsible for improving the firm’s global business and sales reporting and analytics.

The Analyst will interface and maintain strong relationships with internal and external stakeholders including sales, operations, technology, finance, marketing, investments, research, third party vendors and custodians.

Years of Experience

  • 3+ years work experience in business analytics and reporting
  • 3+ years work experience with and strong knowledge of Excel, SQL and relational databases is required


  • Bachelor’s degree required, preferably in Computer Science, Data Science, Analytics, or a related Information Technology/Engineering discipline


  • Responsible for improving effectiveness and efficiency through end-to-end management of data – acquisition, processing, integration, transformation, and maintenance of business data for our global institutional and retail organization with an emphasis on transforming raw data into actionable insights
  • Play a vital role in managing and improving the team’s systems, data, infrastructure, and business processes, and in delivering impactful business analytics, data visualization solutions, and client servicing and data operations support
  • Work with ambiguity such as imperfect data sets, loosely defined ideas and complex goals and translate them into more tangible and cohesive outputs
  • Own data management at the point of consumption and collaborate with teams to resolve data issues affecting management reporting and business operations
  • Work across teams to identify the authoritative data sources for relevant KPIs, develop a process to integrate and map different data sources, and manipulate data into high impact metrics and visualizations in a timely manner for leadership consumption
  • Collaborate effectively with cross functional teams including data teams, developers, QA, production support, controllers, operations, sales, marketing, finance, Investment Division, etc.
  • Contribute effectively at various points in a project life cycle as an individual contributor or as a project lead

Candidate Requirements

  • Experience with data visualization and business intelligence systems such as Power BI or Tableau
  • Experience with data, data architecture, modeling, trends analysis, and statistics
  • Strong attention to data quality, detail, and accuracy; client-servicing and process-oriented mind-set
  • Outstanding project management, problem solving, and prioritization skills
  • Ability to work independently and effectively on a team, with demonstrated entrepreneurial drive
  • Exemplary verbal and written communication and presentation skills
  • Ability to multi-task, prioritize and manage multiple simultaneous projects under tight and conflicting deadlines required
  • Proactive and hard working with strong professional accountability
  • Experience in the financial services industry
  • Experience with CRM platforms such as Microsoft Dynamics and Salesforce
  • Experience with Machine Learning (ML) / Artificial Intelligence (AI) related advanced analytics
  • Experience in Python and/or R

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.