Graduate Trainee (Apprentice), CRM Business Analyst

Reporting To: Senior Manager, Sales Operations 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 90-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 $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 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: Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment.

Eligibility

• Should not be self-employed
• Should not be enrolled under other government-funded programs
• Should not be practicing professionally at the time of application
• Should not be registered on EPF/ ESIC Portal
• Should not have completed their education from a foreign university Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate.

Position Summary The Sales Operations Apprentice will support the Sales Operations team in executing strategic initiatives, operational projects, reporting activities, stakeholder communications, and process improvement efforts. This role provides hands-on exposure to sales operations, project management, CRM processes, data management, and business transformation initiatives. The apprentice will work closely with cross-functional teams across Sales, Marketing, Data Governance, Technology, and Client Service to support the successful delivery of key business priorities.

Key Responsibilities

• Support project planning, coordination, and execution activities.
• Track project milestones, risks, dependencies, and action items.
• Prepare PowerPoint presentations and executive-ready communications.
• Coordinate stakeholder meetings and document decisions and next steps.
• Assist with process documentation and standard operating procedures.
• Support reporting and dashboard preparation.
• Monitor operational processes and identify improvement opportunities.
• Assist with vendor coordination and file management activities.
• Support AI-related productivity initiatives and process automation projects.
• Maintain project documentation and status reporting.

Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, Data Analytics, or a related field.”
• Strong verbal and written communication skills.
• Advanced Microsoft PowerPoint, Excel, and Word skills.
• Strong organizational and project coordination abilities.
• Analytical mindset with strong attention to detail.
• Ability to manage multiple priorities and deadlines.
• Interest in business operations, project management, and process improvement.

Preferred Skills

• Exposure to project management methodologies.
• Experience with Power BI or reporting tools.
• Familiarity with AI productivity tools.
• Knowledge of CRM systems is beneficial.