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Investment Analyst
$78,000 - $88,000/Yr
Russell Investments - Seattle, WA
posted about 1 month ago
Full-time - Mid Level
Seattle, WA
Real Estate
About the position
The Investment Analyst position at Russell Investments is designed to provide relationship management and service delivery for a set of institutional OCIO clients. The role involves close collaboration with Client Chief Investment Officers (CCIO) to ensure high-quality client support and timely deliverables. The analyst serves as the primary in-office contact for clients, managing various aspects of client communication and investment performance analysis.
Responsibilities
- Provides front line contact for on-demand client calls and inquiries.
- Identifies and prioritizes critical client requests and needs.
- Conducts and participates in client meetings as appropriate.
- Partners with CCIO as a back-up for client accounts, including direct client interaction via in-person meetings, email, and phone.
- Manages and coordinates quarterly investment reviews, presentations, and client communication materials.
- Conducts comprehensive investment policy statement review and development.
- Handles investment implementation/rebalancing and product review and evaluation.
- Prepares performance reporting and evaluation, and client portfolio design and construction.
- Communicates with clients regarding product information, projects, and other needs.
- Collaborates with CCIO and Portfolio Management to research and communicate client performance and key drivers of the investment process.
- Coordinates design and creation of customized analysis and responses to ad-hoc client inquiries.
Requirements
- Demonstrated and applied investment related experience including market and economic impacts, performance and investment analysis, or other related financial areas (2 Years).
- Institutional investment management experience in client service, consulting, or portfolio management (2 Years).
- Working knowledge of asset allocation theory, modeling, and performance measurement (2 Years).
- Demonstrated client relationship ability (2 Years).
- Technology skills: MS Excel, PowerPoint and database capability (2 Years).
Benefits
- Health insurance
- Annual performance bonus
- Participation in competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
