Senior Investment Analyst
Russell Investments
Business Unit:
North America Institutional
Salary Range:
$80,000 USD - $95,000 USDSpecific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Job Description:
As an Investment Analyst, you will play a key role on Russell Investments’ OCIO client service team, serving as a primary contact for day-to-day inquiries and working closely with senior team members (Client CIOs) to deliver exceptional service. You will participate in client meetings, manage quarterly investment reviews, and prepare clear, high-quality presentation and communication materials for our clients, primarily retirement plans, endowments, foundations, and hospital systems.
In this role, you will partner with internal teams to provide a wide range of investment services, including policy review, asset allocation design, portfolio implementation, manager and product evaluation, and performance reporting. You will apply a strong understanding of performance calculations and attribution to deliver customized analysis and solutions in response to client requests. You will also craft clear, insightful, and well-structured written commentary, in both formal reports and client communications, to explain performance results, market conditions, and strategic recommendations in a way that is accurate, engaging, and client friendly.
Additional responsibilities include managing a select number of client relationships, with accountability for retention and growth. You will guide clients on long-term strategic allocations, provide both strategic and tactical investment advice, and represent Russell Investments in meetings and events to deepen and grow relationships and drive client success.
Role Requirements:
Bachelor’s degree in Finance, Economics, Investments, Mathematics, Actuarial Science, or related field (or equivalent work experience); MBA and/or CFA designation strongly preferred.
FINRA SIE, Series 7 and 63 (will consider ability to obtain within six months).
At least 5 years of applied investment-related experience, with deep expertise in market/economic analysis and investment strategy evaluation.
At least 5 years of institutional investment management experience in client service, consulting, or portfolio management, with a proven track record of managing client relationships.
Advanced knowledge of asset allocation theory, modeling techniques, performance measurement, and portfolio construction.
Exceptional verbal and written communication skills, with the ability to translate complex investment concepts into actionable insights for clients.
Experience leading strategic discussions and influencing portfolio decisions.
Proficiency with investment analytics tools and platforms; ability to mentor and guide junior team members.
Strong collaboration and interpersonal skills, with a focus on building trust and long-term partnerships.
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.