Investment Analyst, Consulting
At a glance
Mid-level Investment & Corporate Development role at Russell Investments. Seattle · full-time · $91,500–$95,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare quarterly investment reviews, presentations, and meeting materials for institutional clients
- Check client deliverables for accurate data and coordinate tailored analysis for client or consultant questions
- Explain manager performance and investment-process drivers, including Russell rankings, to clients
- Work with senior consultants and research colleagues on manager replacement searches and portfolio analysis
- Handle client calls and requests, prioritizing urgent needs and supporting direct client communication
What you bring
- A bachelor's degree, preferably in finance or a related discipline
- Experience in institutional investment management through client service, consulting, or portfolio management
- Applied investment experience, such as analyzing investments or market and economic effects
- Working knowledge of asset allocation, modeling, and performance measurement
- You can work in the United States without employer-sponsored immigration status
Who this fits
This mid-level role suits someone with investment analysis experience who enjoys client communication and producing detailed portfolio materials. You'll work with senior consulting colleagues and serve as a key contact for assigned institutional clients. The role is based in Seattle, and employer-sponsored immigration authorization is unavailable.
From the employer
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.
- 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 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.