Analyst, EMEA Clients Team

Business Unit:Global Distribution Operations

Reporting To:Senior Manager, EMEA Clients Team

Shift:EMEA (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:

Role Summary:

The purpose of this position is to work with the EMEA Client Team providing client service to our clients and supporting our relationship management team to help us grow and retain assets.

The Analyst will support the senior members of the team, interacting with other departments to assist in the delivery of services. Ultimately the position is expected to contribute to client retention and the evolution of solutions business across the EMEA region.

The position supports our Fiduciary Management and OCIO clients in the EMEA region.

Years of Experience:

2-3 years of experience

Qualifications:

• Candidates who are studying or intending to study for CFA or FIA (or other finance related professional qualifications) will be preferred.
• Relevant BSC/BA or equivalent experience is desirable.

Responsibilities:

• Regulatory & Business conduct
  • Display exemplary conduct and live by our organizations Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance
• Client Relationship Management
  • Supporting EMEA client relationships. The client base includes, but not limited to, DB and DC private sector pension schemes, insurance clients and government agencies.
  • Supporting relationship managers in all aspects of client management, including preparation of client presentations, delivery of customised reports, liaison with the investment division etc.
  • Establishing a strong working relationship with clients and providing effective and timely response to clients’ requests.
  • Assisting relationship managers in proactively planning and executing strategies to retain and expand client relationships.

• Process Enhancement
  • Provide support for internal project work.
  • Supporting associates in relation to enhancements in processes, systems and client experience.
• Industry Knowledge and Understanding
  • •              Developing an awareness of the EMEA market including the various requirements and nuances of the different client bases serviced by the EMEA team.  

Candidate Requirements:

• Uncovers and meets the needs of both the internal and external clients.
• Maintains regular contact and builds strong working partnerships with clients and suppliers.
• Acts with urgency and works hard to address client demands.
• Effectively manages client expectations and delivers value-added service.
• Excellent communications and interpersonal skills (written and oral, including excellent telephone manner).
• Highly professional.
• Shows a genuine interest in, and commitment to, gaining relevant knowledge, skills and experience in commercial markets.
• Has industry knowledge and has an understanding of where Russell Investments’ products and services fit within the industry.
• Promotes and facilitates the work of a group as well as contributing as a productive member of the team.
• Participates fully (even if not the team leader) by sharing responsibility and ideas, gives credit and recognition to others; shares information.
• Is respectful of differing opinions.
• Works effectively with people from a range of different backgrounds.
• Strong attention to detail.
• Good organisational skills and an ability to meet internal and external demands.
• Strong problem-solving skills.

Core Values:

• Strong interpersonal, oral, and written communication skills, fostering collaboration at all management levels.

• Exceptional organizational skills, adapting to shifting priorities and meeting deadlines.

• Proactive problem-solving approach with robust judgment and decision-making capabilities.

• Resourceful and collaborative team-player with the ability to work independently and exhibit initiative.

• Embody a customer-focused, action-oriented, results-driven culture.

• Forward-looking thinker, actively seeking opportunities and embracing continuous learning.

• Exercise discretion and maintain complete confidentiality.

• Dedicated to the firm’s values of non-negotiable integrity, valuing people, exceeding client expectations, and embracing intellectual curiosity and rigour.

Visit us: https://russellinvestments.com/us/careers