Associate, Portfolio Implementation — CFA Track

Russell Investments; Milwaukee (WI); On-site; USD 80,500 - 90,000; Full time

Job summary

Russell Investments is seeking bright, driven candidates to join our portfolio management team and build a rewarding investment management career.

You will work side-by-side with portfolio managers across our global financial services business, learning portfolio management from the ground up with dedicated support for your success. The role offers on-the-job coaching, cross-functional projects, and CFA sponsorship.

Qualifications

• Bachelor's degree or higher in any discipline.
• Interest in global financial markets and portfolio management.
• Strong analytical and quantitative skills.
• Ability to communicate clearly and work across teams.

Responsibilities

• Oversee day-to-day implementation of fund portfolio manager decisions.
• Assist in daily management of fund cash flows and trading activity.
• Develop and refine implementation strategies for portfolios.
• Coordinate with multiple departments to ensure efficient investment processes.
• Support portfolio construction, transitions, and performance reporting.

Skills

Portfolio management

Financial analytics

Microsoft Excel

Problem solving

Communication

Education

Bachelor's Degree

Tools

Microsoft Excel

Job description

Russell Investments is seeking bright, driven candidates to join our portfolio management team and build a rewarding investment management career.

You will work side-by-side with portfolio managers across our global financial services business, learning portfolio management from the ground up with dedicated support for your success. The role offers on-the-job coaching, cross-functional projects, and CFA sponsorship.