Reporting To: Manager, Global Operations

Shift: EMEA (1:30 pm - 10:30 pm IST) (India)

Role Summary

As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Settlements, for Equity and Fixed income. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support.

Years of Experience

A minimum of 2-3 years of previous experience in the financial services industry, preferably in a trading operations capacity within an asset management firm.

Qualifications

- Bachelors degree in finance, economics, or business administration. (Preferred)
- CFA or progress towards is preferred (not required).
- 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred.
- Familiarity with custodian, broker, and money manager operations
- Organized, analytical, detail-oriented, and exact with numbers, possessing a solid understanding of the securities/fund industry,



as well as investment concepts and strategies.
- Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines.
- Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success.
- Excellent communication skills, understanding how to tailor communication style to the situation at hand.

Responsibilities

- Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues.
- Support the end-to-end trade lifecycle for a wide range of products, ensuring accurate and timely processing of trade settlements, confirmations, and settlements.
- Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients.
- Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk
- Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency,



and support regulatory requirements and business initiatives
- Display exemplary conduct and live by our organizations Code of Conduct

Candidate Requirements

- Strong computer skills, including advanced proficiency with Excel
- Prior experience with Bloomberg AIM. (preferred)
- Prior experience with trading and portfolio management systems.

Core Values

- Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
- Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
- Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
- Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
- Exemplifies our customer-focused, action-oriented, results-driven culture.
- Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
- Ability to act with discretion and maintain complete confidentiality.
- Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Analyst, Investment Operations (Mumbai)
🏢 Russell Investments
📍 Mumbai