Investment Analyst

Russell Investments • Seattle, WA

2d

About The Position

As an Investment Analyst, you will play a key role on Russell Investments’ OCIO client service team, serving as a primary contact for day-to-day inquiries and working closely with senior team members (Client CIOs) to deliver exceptional service. You will participate in client meetings, manage quarterly investment reviews, and prepare clear, high-quality presentation and communication materials for our clients, primarily retirement plans, endowments, foundations, and hospital systems. In this role, you will partner with internal teams to provide a wide range of investment services, including policy review, asset allocation design, portfolio implementation, manager and product evaluation, and performance reporting. You will apply a strong understanding of performance calculations and attribution to deliver customized analysis and solutions in response to client requests. You will also craft clear, insightful, and well-structured written commentary, in both formal reports and client communications, to explain performance results, market conditions, and strategic recommendations in a way that is accurate, engaging, and client friendly.

Requirements

• Bachelor’s degree in Finance, Economics, Investments, Mathematics, Actuarial Science, or related field
• FINRA SIE, Series 7 and 63 required (will consider ability to obtain within six months)
• At least 2 years of applied investment-related experience, with knowledge in market/economic analysis and investment strategy evaluation
• At least 2 years of institutional investment management experience in client service, consulting, or portfolio management
• Working knowledge of asset allocation theory, modeling techniques, and performance measurement
• Proficiency with analytical tools and software, with the aptitude to quickly learn new systems
• Exceptional verbal and written communication skills, with the ability to craft clear, client-ready materials and executive-level narratives
• Demonstrated collaboration, integrity, and relationship-building skills
• Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Nice To Haves

• MBA and/or CFA designation strongly preferred.

Responsibilities

• Serve as a primary contact for day-to-day inquiries
• Work closely with senior team members (Client CIOs) to deliver exceptional service
• Participate in client meetings
• Manage quarterly investment reviews
• Prepare clear, high-quality presentation and communication materials for our clients, primarily retirement plans, endowments, foundations, and hospital systems
• Partner with internal teams to provide a wide range of investment services, including policy review, asset allocation design, portfolio implementation, manager and product evaluation, and performance reporting
• Apply a strong understanding of performance calculations and attribution to deliver customized analysis and solutions in response to client requests
• Craft clear, insightful, and well-structured written commentary, in both formal reports and client communications, to explain performance results, market conditions, and strategic recommendations in a way that is accurate, engaging, and client friendly

Benefits

• healthcare
• retirement
• vacation
• wellbeing programs
• annual performance bonus (subject to eligibility criteria)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level