Investment Analyst, Consulting - Client-Focused Insights

Russell Investments

Seattle, Northern (WA, KY)

Ibrido

USD 92.000 - 95.000

Tempo pieno

2 giorni fa

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Descrizione del lavoro

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.

Competenze

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.

Mansioni

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.