Business Unit:Compliance, Risk and Internal Audit
Reporting To:Senior Manager - Performance
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:
Every day, we seek to improve financial security for people. Joining our Global Performance & Reporting Team, within Global Risk, you will be a part of a passionate and supportive team tasked with delivering investment product reports both internal and external to Russell Investments. The Reporting Product Analyst role is responsible for maintaining and optimizing systems within Performance & Reporting Team, including both proprietary internal tools and 3rd party systems such as Vermilion.
The Global Performance & Reporting Team, delivers performance measurement and fund/client reporting services across Russell Investments’ global products and client bases. This role will be part of a team tasked with producing standard reporting delivery, ad-hoc performance analysis, historical performance streams for prospects and reconciliations of performance data vs. various sources. Enhancing and maintaining the products/systems within Global P&R equips the broader team to succeed in providing industry-leading performance measurement and reporting to both internal and external clients.
Years of Experience
5+ years of investment/financial services experience
Qualifications
Bachelor’s Degree with emphasis on Economics, Finance, Mathematics, Computer Science or related subject
Responsibilities
Reporting Product Analysis:
- Expertise in the Vermilion FactSet reporting software, including end-to-end build-out of reports from configuring data sources/connectors to setting up profile layouts to match report branding/template
- Proven knowledge of relational databases and how to navigate them via SQL
- Solid understanding of financial data including sector/country/currency exposures, performance data and common risk measures
- Basic comprehension of investment concepts and asset classes
- Ability to work directly with Russell's vendors to resolve open issues and ensure the software is operating within expectations
- Collaborate across the Global Performance & Reporting Team to understand requirements and deliver on them
- Be a subject matter expert on P&R systems/vendors to answer stakeholder questions
Candidate Requirements
- Knowledge of commonly used reporting dimensions
- Ability to communicate with global team members to source data and establish new processes for report maintenance
- Proficient in MS Office tools like Excel, Powerpoint
- Required knowledge of SQL
Core Values
- Strong interpersonal, oral, and written communication and collaboration skills with team members
- 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
- Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor
Visit us: https://russellinvestments.com/us/careers
Top Skills
What We Do
Russell Investments is a leading outsourced CIO (OCIO) 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 87-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 is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.
