Business Unit:

Investment Division

Reporting To:

MD, Co-Head of Strategic Asset Allocation

Shift:

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 88-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 has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining the 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 part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.

Job Description:

As our Senior Asset Allocation Manager, you will both lead and manage the asset allocation team in Mumbai. Your core responsibilities will include team building, being a senior representative for the team in Mumbai, liaising with line managers to complete projects across the team, representing the team in Mumbai leadership meetings and working with line managers to execute asset allocation studies, capital market forecasting, model portfolio management and research happening on the team.

This role requires subject matter expertise in asset allocation and forecasting. Example projects include: macro research to inform positioning, researching new asset classes, portfolio construction, building forecast models and developing complex multi-period models to inform asset liability studies. The ideal candidate will have a strong command of capital markets and experience in asset allocation that can be coupled with coding and quantitative analysis skills. We are seeking a senior professional with management responsibilities who has prior experience in leadership and talent development.

Years of Experience

• Minimum of 8-10-years of programming (quant modelling) /investment experience, with 3-5 years in a managerial role.

Qualifications

• Demonstrated ability to lead the growth and development of the team.
• Bachelor's degree (Master’s preferred) in Finance, Economics, Statistics, Computer Science, or a related field. CFA level II (preferred)
• Solid understanding of investment principles and asset classes.
• Proficiency in Python or C# is a plus
• Excellent quantitative skill set with the ability to analyze highly complex data.
• Excellent problem-solving capabilities and high attention to detail.
• Ability to work collaboratively in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong finance background, preferably within Financial services

Special Requirements

• Flexibility in working hours from time to time to connect with team members across the globe

Responsibilities

• Be a player/coach and assist the Mumbai asset allocation team to be a high performing contributor to the firm.
• Assist managers of Mumbai associates in guiding complex projects.
• Build asset allocation models for different client types.
• Position Total Solution portfolios according to preferred positions
• Be a lead contributor on scaling asset allocation initiatives.
• Participate in the data management and investment process strategy used in asset allocation and forecasting.
• Build forecasting models and participate in running the capital market forecasting.
• Run and maintain quantitative models and tools linked to capital market forecasting, portfolio and performance analysis and attribution reporting.
• Conduct research on asset allocation and forecasting topics.

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.