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:
Senior Technical Business Analyst, Private Markets
This role sits at the intersection of Russell Investments’ Private Markets platform and technology, with a primary focus on supporting private markets investment teams through data, analytics, and process solutions. The Lead Technical Analyst will work closely with Private Markets professionals across private equity, real estate, and infrastructure to translate investment workflows, fund operations, and portfolio reporting needs into scalable technology and data solutions.
The ideal candidate brings deep, hands-on experience in private markets and a strong understanding of fund structures, investment lifecycle processes, and portfolio analytics. This individual will leverage their domain expertise to shape and deliver technology solutions that enhance investment insights, operational efficiency, and reporting capabilities.
Key Responsibilities
- Partner directly with Private Markets investment and operations teams to support deal lifecycle tracking, portfolio monitoring, and fund operations through improved data and technology solutions.
- Translate private markets workflows, including commitments, capital calls, distributions, valuations, and NAV reporting into clear business and technical requirements.
- Lead the design and implementation of data and reporting solutions that support fund-level and deal-level analysis, performance measurement (IRR, TVPI), and LP reporting.
- Collaborate with technology teams to ensure solutions align with the realities of private markets data structures and investment processes.
- Drive improvements in data quality, governance, and integration across private markets systems and datasets.
- Support and enhance reporting processes used by investment teams, including quarterly reporting, portfolio analytics, and ad hoc investment insights.
- Manage workstreams or projects, including planning, stakeholder engagement, and delivery execution.
- Facilitate adoption of new tools and processes within Private Markets teams, including documentation and training.
- Contribute to the evolution of the Private Markets data architecture and technology roadmap, ensuring alignment with investment team needs.
Required Private Markets Qualifications & Experience
- 1-2+ years of direct experience in private markets, including private equity, real estate, infrastructure, or similar asset classes.
- Demonstrated understanding of private markets fund structures, investment lifecycle, and portfolio reporting, including:
- Capital calls and distributions
- Commitments and unfunded capital
- NAV and valuation processes
- Fund and deal-level performance metrics (IRR, TVPI, DPI)
- Experience working closely with investment professionals, deal teams, or fund operations teams.
- Ability to translate complex private markets concepts and workflows into structured requirements and scalable solutions.
- Strong communication skills, with the ability to bridge investment and technology teams effectively.
- Experience supporting or improving LP reporting, portfolio analytics, or fund reporting processes.
Required Technical & Analytical Skills
- 5+ years of experience in a business analyst, data analyst, or similar role supporting financial systems or data platforms.
- Proficiency in SQL and Excel for data analysis and validation.
- Familiarity with data platforms, ETL processes, and business intelligence/reporting tools.
- Experience contributing to data integration, data modeling, or reporting solutions.
Preferred Qualifications
- Proven ability to manage multiple priorities in a fast-paced environment.
- Experience leading or contributing to projects in asset management or financial services environments.
- High attention to detail, particularly in working with complex financial and investment data.
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment OpportunityRussell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
Skills Required
- 5+ years of experience in a technical or business analyst role, preferably within private equity, real estate, infrastructure, or other private asset classes.
- Proven experience managing or leading technology projects in financial services.
- Strong skills in requirements elicitation, documentation, and stakeholder communication.
- Proficiency in SQL and Excel for data analysis and validation.
- Familiarity with private markets data structures, performance metrics, and reporting standards.
- Experience working with data platforms, ETL tools, and business intelligence/reporting tools.
- Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment.
- Strong written, verbal, and presentation communication skills.
- Ability to collaborate effectively across business and technology teams to solve complex problems.
Russell Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Russell Investments and has not been reviewed or approved by Russell Investments.
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Leave & Time Off Breadth — Time off starts at 20 days of vacation in year one (rising to 25 after four years) plus 10 paid holidays and nine sick days, which provides substantial leave coverage. Backup childcare and other leave supports add practical flexibility for life events.
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Retirement Support — A 401(k) company match up to 5% of eligible base salary, alongside access to select Russell Investments funds, offers a meaningful foundation for long‑term savings. This structure provides clear, predictable retirement support.
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Wellbeing & Lifestyle Benefits — Comprehensive medical coverage, employer HSA contributions, a Lifestyle Spending Account, and Modern Health access (10 counseling and 10 coaching sessions per year) strengthen overall wellbeing. These elements enhance total‑compensation value beyond base pay.
Russell Investments Insights
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.
