Implementation Analyst

Job Summary

Reporting To: Associate Director, Implementation

Shift: EMEA (1:30 pm - 10:30 pm IST) (India)

This role will involve supporting and managing Russell Investments global third-party overlay portfolios. These portfolios consist primarily of derivatives (futures, forwards, swaps, and options), including listed and OTC instruments. Our team s goal is to help our third-party clients manage portfolio risk, optimize asset allocation, implement their desired positioning, and maintain target exposures across complex multi-asset portfolios.

Years of Experience

This role requires 3-6 years of experience depending on historical asset class and derivatives experience.

Qualifications

• Strong math and analytical skills
• Familiarity with portfolio management and/or trading
• Knowledge of Bloomberg and Microsoft products
• Good understanding of custodian reports
• Good understanding of securities markets
• Strong communication and coaching skills
• The ability to prioritize multiple tasks that have tight timelines
• Proactive mindset to anticipate issues and communicate them quickly and effectively
• Bachelor s degree in Finance, Economics, Mathematics, or related technical field is required, this is in addition to the skills, knowledge, and experience required to undertake the role. Master s degree, CFA, or CAIA preferred.

Responsibilities

• Execute on
• (1) the daily processes necessary to ensure accurate portfolio valuations and resolution of data discrepancies so that the desired portfolio solutions can be implemented effectively,
• (2) the timely implementation of portfolio changes, and
• (3) the required reporting on outcomes to internal and external clients.

Candidate Requirements

• Familiarity with Bloomberg, Axioma, Microsoft suite (excel, Outlook).
• Experience with portfolio management processes.
• Strong understanding of various asset classes.
• Strong understanding of performance measurement calculations.
• Strong understanding of capital markets and what affects portfolio outcomes in order to write (and lead the writing) commentary regarding portfolio outcomes.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills.
• 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.