Senior Research Analyst

RIM Russell Investment Management, LLC; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

Russell Investments is seeking a Senior Research Analyst to lead in-depth manager research across fixed income, credit, and macro strategies. You will build relationships with external managers, perform quantitative and qualitative analysis, and develop well-supported investment views for client portfolios.

The role emphasizes programming skills (Python; VBA/SQL a plus), strong judgment, and clear communication to investors and internal teams.

Qualifications

• 7-10 years of investment or related experience.
• Bachelor's degree required; a master's degree or higher is preferred.
• A degree in finance or a quantitative field is strongly preferred.
• Strong understanding of fixed-income markets, investment principles, asset classes, and financial theory.
• Experience analyzing investment portfolios, including risk attribution and performance analytics.
• Programming and data skills, including Python; VBA and SQL are assets.
• CFA or CAIA charterholder, or progress toward designation, is desirable.
• Strong written and verbal communication skills and relationship-management ability.

Responsibilities

• Collect, organize, and validate data to support manager and strategy research.
• Conduct quantitative and qualitative analysis of investment managers and strategies.
• Develop and maintain relationships with third-party investment managers.
• Form research agendas for manager meetings with focused questions.
• Explain manager views and conclusions clearly to clients and internal stakeholders.
• Develop ranking recommendations for assigned strategies with supporting evidence.
• Document assessments, research conclusions, risks, and changes in views.
• Prepare supporting analysis for investment recommendations and portfolio discussions.
• Create investment research content for internal and external audiences.
• Identify opportunities to improve research methods and data quality.
• Use AI tools to improve research quality and efficiency.

Skills

Fixed income knowledge

Quantitative analysis

Python

Communication

Relationship management

Education

Bachelor's degree

Master's degree preferred

Tools

Python

VBA

SQL

Job description

Salary Range

Salary Range: $175,000 USD - $200,000 USD Specific 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 Macro and Credit Research team evaluates and recommends investment strategies for internal and external clients. Its coverage spans fixed income, credit, and macro strategies, including long-only and hedge fund approaches. The Senior Research Analyst conducts in-depth research on third-party investment managers and their strategies. Working with senior members of the team, the analyst builds manager relationships, gathers and evaluates investment and operational information, applies quantitative tools, and identifies the key drivers of strategy performance, risk, and fit. The role is expected to take ownership of defined manager research assignments, develop well-supported views and ranking recommendations, and contribute investment ideas for client and Russell portfolios. The analyst will also help strengthen research processes and produce clear, decision-useful analysis for investment teams and clients. The successful candidate brings strong fixed-income knowledge, sound investment judgment, and experience analyzing portfolios using both qualitative and quantitative methods. Experience researching external investment managers is required as is knowledge of the fixed income manager universe. Strong communication and relationship-management skills are essential, as the role involves regular interaction with investment managers, colleagues, and clients.

Programming skills, particularly in Python, are important; experience with VBA, SQL, or other analytical tools is also valuable. This position offers the opportunity to work with a small, experienced team and grow toward broader manager research and investment responsibilities.

Your Core Responsibilities

• Collect, organize, and validate data to support manager and strategy research.
• Conduct detailed quantitative and qualitative analysis of investment managers and their strategies.
• Develop and maintain working relationships with third-party investment managers.
• Form research agendas for manager meetings, combining prior analysis with focused questions that make effective use of meeting time.
• Explain manager views, investment processes, and research conclusions clearly to clients and internal stakeholders.
• Develop research-based views and ranking recommendations for assigned strategies, supported by relevant evidence and analysis.
• Document manager assessments, research conclusions, key risks, and changes in investment views.
• Prepare supporting analysis and content for investment recommendations and portfolio discussions.
• Create clear investment research and market content for internal and external audiences.
• Work with team members to set research priorities and deliver agreed objectives.
• Identify and implement opportunities to improve research methods, data quality, and team processes.
• Use AI and other analytical tools responsibly to improve research processes and efficiency.

Your Expertise

• 7-10 years of investment or related experience.
• Bachelor's degree required; a master's degree or higher is preferred.
• A degree in finance or a quantitative field is strongly preferred.
• Strong understanding of fixed-income markets, investment principles, asset classes, and relevant financial theory.
• Experience analyzing investment portfolios, including factor analysis, risk exposures, performance attribution, or related portfolio analytics.
• Ability to assess complex quantitative and qualitative information and translate findings into clear investment views.
• Experience evaluating investment managers and their strategies is required.
• Programming and data skills, including Python; experience with VBA and SQL is an asset.
• Excellent problem-solving skills, attention to detail, and sound judgment.
• CFA or CAIA charterholder, or progress toward a designation, is desirable.
• Strong written and verbal communication skills, curiosity and enthusiasm for continued learning.
• Demonstrated ability to build and maintain effective professional relationships.
• Experience using AI tools to improve research quality, processes, and efficiency.

#LI-LP1

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 Opportunity

Russell 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.

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.