Institutional Client Service Analyst recruitment
Founded in 1936, Russell Investments is a global financial services firm that serves institutional investors, financial advisers and individuals in more than 40 countries.
Through a unique combination of interlinked businesses, Russell delivers financial products, services and advice. A pioneer, Russell began its strategic pension fund consulting business in 1969 and today is trusted by many well-known worldwide institutions for investment advice. Headquartered in Seattle, Washington, USA and with offices in major financial centers worldwide, Russell has $137.6 billion in assets under management (as of September 30, 2011) in its mutual funds, retirement products, and institutional funds, and is well recognized for its depth of research and quality of manager selection.
Russell offers a comprehensive range of implementation services that help institutional clients maximize their assets. The Russell Indexes calculate over 50,000 benchmarks daily covering 65 countries and more than 10,000 securities.
This position will provide outstanding service to Russell's institutional clients, exceeding their expectations, with the goal of supporting, maintaining and expanding client relationships. This goal is achieved by delivering analytical and client servicing support as a member of a team dedicated to supplying institutional investment-related services to defined benefit, defined contribution, and endowment and foundation clients.
The responsibilities of the individual in this position include:
- Deliver proactive and reactive analytical and client service support to senior team members (Senior Client Executives) as well as directly to clients and/or Consultants.
- Create, update and coordinate quarterly investment reviews, presentations and client communication materials using proprietary Russell models, Excel and other pertinent technical tools.
- Design and create customized analyses and responses to ad-hoc client inquiries.
- Monitor and assist with comprehensive investment policy review and development, investment implementation/rebalancing, performance reporting and evaluation, asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs.
- Serve as back-up for senior team members (Senior Client Executives) including direct client interaction via email, telephone and in person. Conduct and participate in meetings as appropriate.
- Collaborate with other analysts in the assessment of fund managers and structures, participate in the development of new products to meet client needs, work with senior members of the team (Senior Client Executives) to ensure clients are aware of new products and other Russell developments.
- Conduct client employee education meetings and seminars when applicable.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- Bachelor's degree in Finance, Economics, and Investment/Actuarial, Mathematics or related area required.
- FINRA, Series 7 and 63 required, or to be obtained within 90 days.
- 3+ years investment related experience such as market/economic impacts, investment analysis, or other related financial area.
- 2+ years of institutional client service experience.
- 2+ years experience working with asset allocation theory and modeling and performance measurement.
- Progression toward CFA.
We offer a competitive compensation and benefit package including: medical, vision and dental coverage, profit sharing retirement plan, sabbatical leave, and tuition assistance. Most importantly, Russell offers a work environment where respect for the individual and teamwork are part of our fundamental values. Russell supports workforce diversity and we are an Equal Opportunity Employer.
To Apply: Please apply by visiting www.russell.com/careers