At a glanceSummarised by Seekless from the posting.
Must have9
Passion for investing, capital markets, and analysis
Ability to deliver timely and high-quality client deliverables
Provides relationship management and service delivery for institutional clients
Collaborate closely with senior members of the Americas Institutional Consulting team
Monitor and support internal partners in delivering critical client requirements
Prepare, manage and coordinate quarterly investment reviews, presentations, and client communication/meeting materials
Ensure accuracy of data and high quality in client deliverables
Coordinate the design and creation of customized analysis and responses to ad-hoc client and consultant inquiries
Provide support to senior members of the team in delivering strategic investment advice/solutions
Benefits
Health insurance
Retirement
Vacation
Salary Range:
$91,500 USD - $95,000 USD
Benefits
Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Job Description:
The Investment Analyst, Consulting role will provide relationship management and service delivery for an assigned set of institutional clients, while closely collaborating with senior members of the Americas Institutional Consulting team. As one of the primary points of contact for clients, the Investment Analyst ensures a high level of client support in partnership with the assigned go-to-market team. This role necessitates a passion for investing, capital markets, and analysis, with a dedicated focus on delivering timely and high-quality client deliverables.
Responsibilities
Key Responsibilities
Business Development & Reporting
•
Monitor and support internal partners in delivering critical client requirements, including:
•
Comprehensive investment policy review and development
•
Investment implementation/rebalancing
•
Prepare, manage and coordinate quarterly investment reviews, presentations, and client communication/meeting materials.
•
Ensure accuracy of data and high quality in client deliverables.
•
Coordinate the design and creation of customized analysis and responses to ad-hoc client and consultant inquiries.
•
Provide support to senior members of the team in delivering strategic investment advice/solutions, conducting investment reviews, and addressing client inquiries.