Implementation Analyst

Russell Investments; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Russell Investments in Mumbai is seeking a qualified professional to support and manage global third-party overlay portfolios primarily involving derivatives. You will validate data, monitor compliance, and help with daily trade creation and client reporting.

The role requires 3–6 years of experience, strong math/analytical skills, and familiarity with Bloomberg and Microsoft tools. Shift timing aligns with EMEA hours (IST), with cross-functional collaboration across global teams.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or related technical field is required.
• Master’s degree, CFA, or CAIA preferred.
• Experience with portfolio management processes.
• Strong understanding of capital markets and asset classes.
• Strong math and analytical skills.
• Proactive communication and ability to meet deadlines.

Responsibilities

• Execute daily processes to ensure accurate portfolio valuations and resolution of data discrepancies.
• Timely implementation of portfolio changes.
• Prepare reporting on outcomes to internal and external clients.

Skills

Strong math and analytical skills

Familiarity with portfolio management

Strong communication and coaching

Prioritize multiple tasks

Proactive mindset

Education

Bachelor’s degree in Finance/Economics/Math

Master’s degree, CFA, or CAIA preferred

Tools

Bloomberg

Microsoft Excel/Outlook

Axioma

Job description

Reporting To: Associate Director, Implementation Shift: EMEA (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 90-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 $1,013 billion in assets under advisement (as of June 30, 2026) and $417.5 billion in assets under management (as of June 30, 2026) 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 Mumbai. Joining our Mumbai office means becoming part of a globally connected team where associates collaborate across functions, geographies, and time zones to support the work of a globally recognized asset management firm. Based in Goregaon (East), you will have the opportunity to work alongside colleagues around the world, contribute to meaningful initiatives, and build your career in a collaborative and inclusive environment. The Mumbai office operates with varying shifts to support collaboration across global time zones. For more information, please visit https://www.russellinvestments.com.

Job Description

Job Posting Description This role will involve supporting and managing Russell Investments’ global third-party overlay portfolios. These portfolios consist primarily of derivatives (futures, forwards, swaps, and options), including listed and OTC instruments. Our team’s goal is to help our third-party clients manage portfolio risk, optimize asset allocation, implement their desired positioning, and maintain target exposures across complex multi-asset portfolios.

Responsibilities will include daily data validation, pre/post trade compliance monitoring, trade creation, verbal and written interaction with the appropriate internal contacts (Portfolio Managers, data teams, compliance, reconciliation, performance) and external vendors. The role also involves maintaining performance reporting for certain accounts, troubleshooting data and reasons for discrepancies, and tracking client cash flows. This role will be fully crossed trained on all applicable asset classes and instruments.

Years of Experience

This role requires 3-6 years of experience depending on historical asset class and derivatives experience.

Qualifications

• Strong math and analytical skills
• Familiarity with portfolio management and/or trading
• Knowledge of Bloomberg and Microsoft products
• Good understanding of custodian reports.
• Good understanding of securities markets.
• Strong communication and coaching skills
• The ability to prioritize multiple tasks that have tight timelines
• Proactive mindset to anticipate issues and communicate them quickly and effectively.
• Bachelor’s degree in Finance, Economics, Mathematics, or related technical field is required, this is in addition to the skills, knowledge, and experience required to undertake the role.
• Master’s degree, CFA, or CAIA preferred.

Responsibilities

• Execute on (1) the daily processes necessary to ensure accurate portfolio valuations and resolution of data discrepancies so that the desired portfolio solutions can be implemented effectively,
• the timely implementation of portfolio changes,
• the required reporting on outcomes to internal and external clients.

Candidate Requirements

• Familiarity with Bloomberg, Axioma, Microsoft suite (excel, Outlook).
• Experience with portfolio management processes.
• Strong understanding of various asset classes.
• Strong understanding of performance measurement calculations.
• Strong understanding of capital markets and what affects portfolio outcomes in order to write (and lead the writing) commentary regarding portfolio outcomes.

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills.
• Strong 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 also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $381 billion in assets under management (as of 3/31/2026) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.