Investment Analyst, Consulting

Russell Investments; Seattle, Northern (WA, KY); Hybrid; USD 92,000 - 95,000; Full time

Job summary

Russell Investments in Seattle seeks an Investment Analyst, Consulting to support relationship management and service delivery for institutional clients, collaborating with the Americas Institutional Consulting team.

You will assist with investment policy reviews, policy implementation and rebalancing, prepare quarterly reviews and client materials, and contribute to performance reporting, asset allocation modeling, and manager searches.

Qualifications

• Bachelor's degree in finance or related field; CFA charter preferred.
• 2–4 years in investment analysis, portfolio management, or client service.
• Strong communication, presentation, and relationship-management skills; proficient with Excel and PowerPoint.

Responsibilities

• Support client requirements, investment policy reviews, and quarterly reviews with accurate deliverables.
• Research manager performance and assist in asset allocation modeling and performance reporting.
• Maintain primary client contact for inquiries, coordinate meetings and deliverables.

Skills

Relationship management

Investment analysis

Communication & presentation

Excel

Education

Bachelor's degree in finance

CFA charter preferred

Tools

PowerPoint

Database capabilities

Job description

## Investment Analyst, ConsultingApply: Seattle: Full time: Posted Today: R-04198# Salary Range:$91,500 USD - $95,000 USDSpecific 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:The Investment Analyst, Consulting role will provide relationship management and service delivery for an assigned set of institutional clients, while closely collaborating with senior members of the Americas Institutional Consulting team. As one of the primary points of contact for clients, the Investment Analyst ensures a high level of client support in partnership with the assigned go-to-market team. This role necessitates a passion for investing, capital markets, and analysis, with a dedicated focus on delivering timely and high-quality client deliverables. Key Responsibilities**Business Development & Reporting*** Monitor and support internal partners in delivering critical client requirements, including:* Comprehensive investment policy review and development* Investment implementation/rebalancing* Prepare, manage and coordinate quarterly investment reviews, presentations, and client communication/meeting materials.* Ensure accuracy of data and high quality in client deliverables.* Coordinate the design and creation of customized analysis and responses to ad-hoc client and consultant inquiries.* Provide support to senior members of the team in delivering strategic investment advice/solutions, conducting investment reviews, and addressing client inquiries. **Client Strategy & Portfolio Management*** Research and communicate client manager performance and key drivers of their investment process, including explanations of Russell Investment's rankings. Collaborate with Senior Consultants, Russell Investment’s manager research, and clients to facilitate manager replacement searches.* Performance reporting and evaluation and Portfolio asset allocation modeling. **Relationship Management & Communication*** Verbal and written communication to clients regarding markets, investments, projects, and analysis.* Serve as the primary contact for on-demand client calls and inquiries.* Identify and prioritize critical client requests and needs.* Serve as the primary contact for on-demand client calls and inquiries and identify and prioritize critical client requests and needs.* Act as a backup for client accounts, engaging in direct client interaction through in-person meetings, email, and telephone communications in collaboration with senior team members.* Conduct and participate in meetings as appropriate. **Qualifications & Experience*** Bachelor's Degree **(**finance related field preferred)* Advanced degrees or interest in pursuing CFA charter holder preferred* 2-4 years experience preferred* Demonstrated and applied experience in investment-related areas such as market/economic impacts, investment analysis, or other relevant financial fields.* Institutional investment management experience in client service, consulting, or portfolio management.* Working knowledge of asset allocation theory, modeling, and performance measurement.* Demonstrated ability in client relationship management. Strong communication, presentation, and consensus-building skills.* Proficiency in technology, including MS Excel, PowerPoint, and database capabilities.* Ability to prioritize work under pressure while managing multiple projects simultaneously. **Employment Authorization**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.*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.### About Us*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.*