Graduate Trainee (Apprentice), Performance & Reporting

Reporting To: Associate Director, Mumbai Performance, Reporting & Reconciliation

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:

Graduate Trainee/Apprenticeship – Performance & Reporting 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.

Team Overview: The Performance & Reporting team is responsible for measuring, analyzing, and reporting investment performance across a range of client portfolios and investment strategies. The team supports institutional and wealth management clients by delivering accurate performance calculations, attribution analysis, client reports, and reconciliation of portfolio data.

Key responsibilities include: Calculation and validation of portfolio and benchmark performance returns.

Analysis of investment performance and identification of performance drivers.

Production and delivery of periodic client performance reports.

Data reconciliation across accounting, performance, and reporting platforms.

Investigation and resolution of performance and data exceptions.

Support for client inquiries related to performance results and reporting.

Development of automated reporting solutions, dashboards, and process improvements using data analytics tools.

Ensuring data integrity, accuracy, and adherence to regulatory and client reporting requirements.

Assist in investment performance analysis and reporting activities.

Support data reconciliation and exception investigation processes.

Help automate manual reporting and operational tasks using Python and other tools.

Assist in developing dashboards and management reports using Power BI.

Perform data quality checks and support process improvement initiatives.

Collaborate with team members on reporting, analytics, and operational projects.

The team operates at the intersection of investment operations, data analytics, and client servicing, requiring strong analytical skills, attention to detail, and a continuous improvement mindset. As part of the team's digital transformation initiatives, there is an increasing focus on leveraging technologies such as Python, SQL, Power BI, and automation tools to enhance operational efficiency and reporting capabilities.

Preferred Educational Background: Bachelor’s degree in finance, Commerce or a related field.

Strong academic record with an interest in financial markets and data analytics.

Technical Skills: Basic knowledge of Python for data analysis and automation.

Basic understanding of SQL and database concepts.

Familiarity with Power BI , Excel, or other data visualization/reporting tools.

Good analytical and problem-solving skills.

Comfortable working with large datasets and performing data validation.

Soft Skills: Strong attention to detail.

Good communication and interpersonal skills.

Willingness to learn and adapt to new technologies and business processes.

Ability to work independently and as part of a team.

Strong organizational and time-management skills.

To know more about Russell Investments visit us at: https://russellinvestments.com