Business Unit:

Job Description:

Role Summary:

This position supports the Senior Portfolio Manager and investment team with all aspects of investment management, portfolio implementation, portfolio analysis, investment process and also some reporting functions. Key duties include providing input into investment decisions, executing trades for funds in scope, developing investment recommendations and carrying out detailed analysis. Over time, an increased level of autonomy will be achieved and direct portfolio management responsibilities will be assumed. Monitoring portfolios, establishing preferred positioning and working with the investment team to build and improve overall investment process and investment outcomes will be key elements of the role.

Overall, this position supports the portfolio management team for all Fixed Income funds run from EMEA. This includes supporting the retention and growth of clients from APAC to EMEA and in some cases the US. This role will report into a Director, Head of Fixed Income and will support/carry out the following activities: Portfolio Analysis and Monitoring; Portfolio Management and Fund Structuring; Marketing and Client Servicing Support.

The responsibilities of the individual in this position include:

Regulatory & business conduct

• Displaying exemplary conduct and living by our organisations Code of Conduct.

• Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.

• Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance.

Portfolio management

• Staying informed of market events, helping formulate market views.

• Participating in quarterly phone calls with money managers.

• Preparing ISC and Board reports.

• Supporting the development of the Diversifying Fixed Income model portfolio.

• Analysing and providing input on areas of day to day fund management relating to designated funds.

• Supporting the portfolio management process, including regular monitoring of reports and analysis.

• Undertaking cost analysis of potential investment manager changes.

• Identifying data issues.

Reporting

• Reviewing commentary and responding to business unit queries.

• Providing analysis to support reporting and commentary.

• Developing appropriate management analytics and tools.

Client service

• Serving as subject matter expert to both internal and external clients.

• Creating presentations to update clients on fund performance and to create pitchbooks to promote product.

Manager research

• Providing analysis to support the selection of manager candidates.

Performance and construction

• Generating superior investment performance in Russell's funds and separate accounts.

• Supporting the portfolio construction process.

• Supporting overall strategy development and implementation for portfolios.

The successful candidate will have extensive demonstrable skills and experiences including the following:

• CFA or progress towards charter preferred.

• Bachelor's Degree in Finance, Economics, Mathematics, or related technical field or similar skills/experience required.

• Good knowledge of fixed income investing/techniques and markets.

• Strong analytical track record, both qualitative and quantitative.

• Understanding of analytics tools and fixed income risk factors.

• Ability to innovate and improve processes.

• Understanding of key fixed income concepts and risk factors.

• Ability to act quickly and accurately to identify and analyse relevant information regarding work tasks.

• Makes accurate use of logic and considers all relevant factors to make rational, realistic and sound decisions.

• Maintains regular contact and builds strong working partnerships with clients and suppliers; acts with urgency and works hard to address client demands.

• Highly polished communication (written and oral) and presentation skills.

• Extensive investment/asset management/analytical/trading experience.

• Knowledge of capital markets, portfolio management strategies, and statistical analysis.

• Knowledge of security trading costs and settlement and clearing practices, and the global securities markets.

• Ensures quality and efficiency standards are met; builds continuous improvement approaches into work practices.