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 89-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 “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.
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:
As a Senior 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, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Onboarding, Settlements, and Reconciliation. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support.
Years of Experience
A minimum of 5 years of previous experience in the financial services industry, preferably in a trading operations or reconciliation capacity within an asset management firm or financial institution.
Qualifications
Bachelor's degree in finance, economics, or business administration.
CFA or progress towards is preferred (not required).
2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred.
Familiarity with custodian, broker, and money manager operations
Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies.
Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines.
Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success.
Excellent communication skills, understanding how to tailor communication style to the situation at hand.
Ability to thrive in dynamic and fast-paced environments, handling ambiguity and change effectively.
Responsibilities
Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues.
Support the end-to-end trade lifecycle for a wide range of products, including equity, fixed income, ETD, OTC derivatives, and foreign exchange, ensuring accurate and timely processing of trade settlements, confirmations, and settlements.
Oversee the reconciliation of equity, fixed income, and FX transactions, ensuring accuracy across systems such as Bloomberg AIM, custody and accounting provider.
Perform detailed position reconciliations, including cash reconciliation, dividend tax postings, margin movements, and corporate actions.
Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients.
Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk
Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives
Display exemplary conduct and live by our organizations Code of Conduct
Candidate Requirements
Strong computer skills, including advanced proficiency with Excel
Prior experience with Bloomberg AIM, custodian portals, and other financial systems.
Prior experience in middle office operations.
Ability to manage multiple priorities and meet deadlines in a high-pressure environment.
Strong interpersonal, written, and verbal communication skills, with the ability to work collaboratively across teams.
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.
