Senior Investment Operations Analyst

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.

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 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 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 new 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 one of the first to join this new team based out of Goregaon (East) in Mumbai and be a part of creating the foundation and culture for the firm’s growing operations in India.  The Mumbai office operates 5-days a week from Monday to Friday with varying shifts to accommodate time zones around the world.

For more information, please visit www.russellinvestments.com.

• Investigate and manage claims related to failed or delayed trade settlements, including CSDR/Interest charges.
• Monitor and reconcile settlement discrepancies across multiple asset classes (equities, fixed income, derivatives, and FX).
• Liaise with custodians, brokers, and internal stakeholders to ensure claims are accurately tracked, documented, and resolved in a timely manner.
• Analyze root causes of claims and work with relevant teams to drive long-term resolution and process improvements.
• Maintain accurate records of all claims activity and ensure compliance with internal controls and regulatory requirements.
• Support periodic reporting and analytics related to custody claims, penalties, and trade failure trends.
• Collaborate with onboarding, settlements, and reconciliation teams to ensure alignment on trade lifecycle processes.
• Stay current with regulatory developments, especially CSDR and other trade settlement regulations, and assess their impact on claims processes.

• Prior experience specifically handling CSDR claims and penalties.
• Exposure to multiple asset classes including equities, fixed income, derivatives, and FX.
• Knowledge of custody operations and regulatory compliance.

• Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field.
• Minimum of 2–6 years’ experience in investment operations, trade settlements, claims management, or related roles.
• Solid understanding of the trade lifecycle, settlement processes, and CSDR regulatory requirements.
• Strong analytical and problem-solving skills with keen attention to detail.
• Effective communication and interpersonal skills to collaborate with internal teams and external counterparts.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Excel and familiar with operational/trade support systems. Experience with reconciliation tools is a plus.

• Strong computer skills, including advanced proficiency with Excel.
• Prior experience with Bloomberg AIM, custodian portals, and other financial systems.
• Prior experience in middle office operations.
• Ability to manage multiple priorities and meet deadlines in a high-pressure environment.
• Strong interpersonal, written, and verbal communication skills, with the ability to work collaboratively across teams.

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management.
• Excellent organizational skills, including the ability to adapt to shifting priorities and meet frequent deadlines.
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team player, with the ability to work independently while showing initiative and a sense of urgency.
• Exemplifies a customer-focused, action-oriented, and results-driven culture.
• Forward-looking thinker who actively seeks opportunities, pursues continuous learning, and proposes innovative solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s core values of non-negotiable integrity, valuing people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Visit us: https://russellinvestments.com/us/careers