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 89-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 $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 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:
About the Role
We are seeking a detail-oriented and analytical associate to join our Mumbai-based team supporting the Personalized Managed Accounts (PMA) business. This role is part of a global portfolio management team responsible for managing multi-asset portfolios using systematic, tax-aware strategies. You will play a key role in daily portfolio management operations, trade instruction, optimization and analysis, data validation, and performance reporting.
Key Responsibilities
Support daily portfolio management processes, including account optimization, trade creation, compliance checks, and data validation.
Coordinate with global teams on trade preparation, corporate actions, and cash availability.
Maintain and troubleshoot performance reporting and portfolio data.
Assist in managing portfolios aligned to benchmarks or model strategies.
Contribute to onboarding automation and process improvements.
Collaborate with portfolio managers and research teams on strategy and technology enhancements.
Qualifications
5-8 years of experience in investment management or a related field.
Bachelor’s degree in finance, economics, mathematics, or a related discipline (Master’s/CFA preferred).
Strong understanding of asset classes, capital markets, and performance measurement.
Proficiency with tools such as Bloomberg, Axioma, and Microsoft Excel.
Excellent analytical, organizational, and communication skills.
Preferred Attributes
Self-starter with strong problem-solving skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Experience applying AI or emerging technologies to investment processes is a plus.
Team-oriented with the ability to work independently and collaboratively.
Why Join Us?
Be part of a growing, innovative investment team.
Gain exposure to global portfolio management practices.
Contribute to the evolution of scalable, tech-enabled investment solutions.
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What We Do
Russell Investments is a leading outsourced CIO (OCIO) 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 87-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 the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.
