Graduate Trainee (Apprentice), Strategic Initiative & Program Management

Reposted 2 Days Ago
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Mumbai, Maharashtra
In-Office
Entry level
Software • Financial Services
The Role
The Graduate Trainee will support business strategies, project management, and enhance operational efficiency while gaining exposure to asset management.
Summary Generated by Built In
Business Unit:Global Sourcing, Corporate Services & OCOO Administration

Reporting To:Director, Strategic Initiatives

Shift:India Standard (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 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:

Graduate Trainee/Apprenticeship – Program Management

Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment.

Eligibility

  • Should not be self-employed

  • Should not be enrolled under other government-funded programs

  • Should not be practicing professionally at the time of application

  • Should not be registered on EPF/ ESIC Portal

Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate.

Key Responsibilities

1. Business & Strategic Support

  • Assist in preparing business updates, dashboards, and strategic presentations for leadership and global stakeholders

  • Participate in business performance reviews, tracking projects and KPIs and ensuring timely follow-ups on action items

  • Conduct basic industry or peer benchmarking to support internal initiatives

2. Project Management & Coordination

  • Support planning and execution of key global or regional projects

  • Maintain project trackers, timelines, and reporting documentation

3. Communication & Stakeholder Engagement

  • Collaborate with senior managers to understand business priorities

  • Draft meeting minutes, follow-up summaries, and communications for internal teams

  • Assist in organizing leadership workshops, townhalls, and internal events

4. Operational Efficiency & Governance

  • Identify areas for process improvements and support implementation of automation or standardization initiatives

  • Ensure documentation hygiene, compliance with internal processes, and audit-readiness of project records

  • Coordinate with teams across Operations, Risk, Technology, Finance, Legal and other teams to ensure smooth workflow

Candidate Requirements

  • Bachelor’s degree in Business Administration (BBA), Commerce (B.Com), Economics, or Finance. Engineering / Computer Science with an interest in business/finance is also welcome

  • Strong interest in asset management, global financial services, or strategy & operations

  • Familiarity with MS PowerPoint, Excel, and other productivity tools

  • Analytical thinker with a problem-solving attitude and attention to detail

  • Strong verbal and written communication skills

  • Ability to work in a fast-paced, global team environment
     

Good to Have (Not Mandatory):

  • Exposure to financial concepts such as mutual funds, portfolio management, or investment products

  • Experience with project tracking tools like Workfront is added advantage but not mandatory. Knowledge to work on sharepoint

  • Basic knowledge of data visualization (Power BI) is a plus
     

 To know more about Russell Investments visit us at: https://russellinvestments.com

Top Skills

Excel
Ms Powerpoint
Power BI
Sharepoint
Workfront
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The Company
HQ: Seattle, WA
1,951 Employees

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.

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