Financial Analyst I

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.

This position's primary purpose is to support and enable business unit and corporate reporting requirements across North America operating units.  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 revenue-generating and distribution-oriented business lines, as well as at the corporate level.  The responsibilities of the individual in this position include the following areas:

• Diligently support and help prepare business unit reporting across a broad array of functions including Go-To-Market and global shared services

• 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 local and corporate reporting requirements including AUM and cash flow reporting, group P&Ls, key performance indicators, sales reporting materials, other regular business unit and corporate-level reporting, and 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

The successful candidate will have demonstrable skills and experiences including the following:

• 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

• Developing analytical skills; 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