Intern, Investment Ops

Business Unit:Global Operations

Reporting To:Associate Director

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 

As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, listed and OTC derivatives and foreign exchange products globally.

Key Responsibilities:

Interns will be aligned with one or more of the following functions and will also assist with ad-hoc projects:

• Product Operations / Onboarding: Assist with onboarding clients, accounts set-ups etc and ensure smooth operational setup.
• Investment Accounting (Reconciliation & Corporate Actions): Support daily reconciliation processes, investigate breaks, and assist with corporate action processing.
• Trade Lifecycle: Gain exposure to trade processing, settlement, and trade confirmation activities.
• Trading & Rebalancing: Assist with portfolio rebalancing tasks, and related operational workflows.
• Data Operations: Support data validation, enrichment, and management processes to ensure accuracy in investment reporting and analytics.

Qualifications & Skills:

• Pursuing a degree in Finance, Accounting, Economics, Business, or a related field.
• Strong analytical and problem-solving skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Excel; knowledge of VBA, SQL, or Python is a plus.
• Strong communication skills and a collaborative mindset.

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. 

What You’ll Gain:

• Hands-on experience in investment operations within a global financial firm.
• Exposure to end-to-end trade lifecycle and data management.
• Networking opportunities with industry professionals.
• A structured learning experience with real-world application.

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