Financial Analyst II

Business Unit:Office of the CFO

Reporting To:Senior Finance Manager

Shift:EMEA/UK (1:30 pm – 10:30 pm IST) (India)About Russell Investments, Mumbai: 

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 88-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 has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

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:

The primary purpose of this position is to support and enable business unit and corporate reporting requirements. By working with internal finance team members and various business unit clients, this role will facilitate the procurement of standard management reporting, planning and analytics across Go-to-Market and/or Shared Service functions.

Years of Experience

2-5 years of finance experience in Financial Planning and Analysis, Accounting, or related fields

Qualifications

• Degree in Accounting, Finance, Economics or related discipline
• 2 - 5 years finance experience in Financial Planning and Analysis, Accounting, or related fields; investment management or financial services experience a plus
• Advanced Excel skills, with emphasis on working with large data sets & reporting; data visualization and work-flow automation tools a plus

Special Requirements

None

Responsibilities

• Diligently support and help prepare business unit reporting.
• Seek opportunities to automate processes and find workflow efficiencies across business units
• Develop foundational knowledge of Russell’s products, services, organizational structure and systems of information.
• Build a knowledge and understanding of the assigned business units.
• Help support centralized or corporate reporting requirements including Assets Under Management, cash flow reporting, RFP metrics, key performance indicators, other regular corporate-level reporting, and financial analysis.
• Assist with research, reporting and analytical support for ad-hoc assignments, contribute to financial presentations
• Facilitate, in collaboration with the central finance teams, processes associated with management of financial records, e.g., revenue/cost allocations, maintenance of reporting hierarchies, cost center management

Candidate Requirements

• Developing analytical skills; and financial acumen 
• Knowledge of management information and financial reporting systems, such as TM1 and Cognos
• Highly motivated self-starter; quick learner
• Excellent organizational, interpersonal, listening and communication skills (oral, written and presentation)
• High degree of accuracy and attention to detail; focused and driven
• Proven ability to multi-task and work multiple projects simultaneously; deadline-oriented
• Ability to own a task, overcome obstacles, and make a recommendation