Russell Investments

Senior Implementation Portfolio Manager page is loaded Senior Implementation Portfolio Managerlocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03636# Business Unit:Investment Division# Job Description: Role Summary The overall purpose of this position will be to provide implementation support for Russell's global multi-manager/asset/alternatives business, contributing to the overall strategy development and implementation for portfolios. The position will be expected to innovate daily processing, drive process and technology enhancements, implement operational policies, as well as perform daily functions/tasks.Daily functions include, but are not limited to, validating portfolio information, analysing portfolios in relation to market movements and product specifications, recommending and negotiating implementation options with portfolio managers and coordinating trade execution. In addition, the Senior IPM will initiate conversations with external investment managers to discuss, arrange and agree trading details.The Senior IPM will interact on a real-time basis with Russell portfolio managers, operations associates, client service associates, overlay portfolio managers, foreign exchange portfolio managers and global traders on exposure adjustments, timing, and execution details. The responsibilities of the individual in this position include: Portfolio Management Providing liquidity analysis, exposure analysis and implementation recommendations to Russell Portfolio Managers. Accountable for day-to-day implementation of physical and derivatives strategies as instructed by Portfolio Managers. Creating and sometimes executing orders. Ensuring timely implementation and execution.Implementation Key resource for the implementation for those asset classes with real-time coordination / facilitation with internal and/or external parties (portfolio analysts, portfolio managers, traders, investment managers, external fund administrations, custodians and brokers). Contributing to overall strategy development and implementation for portfolios to help generate superior investment performance in Russell funds and separate accounts. Providing support to the Head of IPM team as it relates to the improvement of the new and existing operational infrastructure for those asset classes, including portfolio viewing, implementation and analytics.Portfolio Transition Responsible for the coordination of fund and separate accounts transition events including: + Fund launches and closures + Manager changes + New product launches/closures Working with multiple departments to establish and manage implementation strategies as they relate to the implementation process. Ensuring efficient, risk-controlled plans for implementing investment process.Regulatory & Business conduct Displaying exemplary conduct and living by our organisation's Code of Conduct. Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business. Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance. Leading or inputting on any HR specific regulatory requirements including tracking of MiFID II, Senior Managers and Certification Regime population. The successful candidate will have extensive demonstrable skills and experiences including the following: CFA or progress towards charter required. Bachelor's Degree in Finance, Economics, Mathematics, or related technical field or equivalent qualification. Relevant experience in the financial services, preferred trading and investment operations or equivalent. Advanced understanding of securities markets with background in Multi- Asset trading and Alternatives. In-depth knowledge of equity, fixed income, and/or foreign exchange investment process. Strong knowledge of custodian and investment accounting processes. In-depth understanding and application of markets and technical issues related to all asset types and potential vehicles types that support the investment process of the client Ability to partner with associates across all trading desks to develop, communicate and implement required execution strategies. Skill to use advanced quantitative techniques and technology to research and develop sources of return and models to drive investment strategies. Ability to embed proprietary insights into front office investment systems, for the purpose of delivering stronger returns, greater efficiency and scale, and controlling risk. Uses technology in combination with investment process to provide clear attribution analytics that supports client communication and internal metrics. Self-starter who is able to prioritise workloads, operate under tight deadlines, and able to maintain poise under pressure. Advanced knowledge of global financial markets, portfolio management techniques, and investments. Understands continuous assessment processes to minimise unintended risk exposures; risks taken should be well understood linked directly to expected "active" return in portfolio. Strong presentation, client service and communication skills (oral and written)

Senior Analyst, Client Service, EMEA Client Team (12 month FTC) page is loaded Senior Analyst, Client Service, EMEA Client Team (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03816# Business Unit:EMEA# Job Description: Role Summary The Client Service Team supports clients through their whole life cycle with Russell Investments. This ranges from helping to win new business, to providing first class support to clients and intermediaries either directly or via the EMEA Relationship Managers to retain their business.The role supports clients through their whole life cycle with Russell Investments and key duties include: Helping to win and onboard new business. Providing first class support to clients and intermediaries either directly or via the EMEA offices in order to retain their business. Co-ordinating the onboarding and ongoing support of EMEA FM and OCIO clients, escalating and managing situations to ensure an efficient process. Assisting Russell Investments' platform service clients on a broad range of fund administration-related issues to retain and expand client relationships. Leading regular meetings, preparing presentations and ensuring queries are responded to in an accurate and timely manner. Compiling, checking and distributing both ad-hoc and regular client reporting and audit requests. Assisting with the oversight and distribution of client reporting and audit requests, providing support and guidance as appropriate. Liaising effectively with relevant internal business departments to respond to queries accurately and in a timely manner. Leading and participating in complex projects to implement new regulatory and product changes. Ensuring there is a consistent focus on enhancing process and updating procedures.The position supports our Fiduciary Management and OCIO clients as well as our Asset Management clients (Institutional and Retail) in the EMEA region.This is a 12-month fixed term contract role. The responsibilities of the individual in this position include: Client Onboarding Leading and participating in onboarding projects for the onboarding of new clients and distribution relationships as required, providing a central point of contact for the client and the business. Ensuring clear communication with relevant parties and making certain all documentation is received for account set up (including AML). Making sure there is an awareness of prospects, new clients, and investors, working with the EMEA Sales and Relationship Teams where required to ensure that the Client Service Team can meet their ongoing requirements in a structured and scalable manner.Client Retention Supporting the Relationship Managers in promoting RI products and services and ensuring we are the preferred service provider. Co-ordinating and participating in the daily processes for FM/OCIO clients, including the processing of cashflow and investment instructions. Supporting the creation and delivery of periodic reports and audit requests for existing clients, ensuring both accuracy and timeliness. Assisting in the management of the team inbox, ensuring both internal and external queries are responded to in an efficient and timely manner. Providing support to team members as needed.Platform Support Building strong relationships with existing platforms maximising retention. Overseeing servicing, pre-empting/resolving issues and escalating business risks where required. Ensuring service deliverables are met. Ensuring sustained knowledge of Russell Investments' business and capabilities, as well as Irish/European regulation and compliance issues. Logging all calls, pertinent emails and meetings in Client Relationship Management system (CRM). Completing meeting notes for each client touch pointInternal Business Support Contributing to the development and improvement of processes that support client requirements across EMEA GTM. Leading and participating in projects that support new business initiatives, regulatory and product changes. Assisting in the management of the Client Service Team relationship with external service providers, controlling issues through to resolution and identifying trends. The successful candidate will have extensive demonstrable skills and experiences including the following: Undergraduate Degree or equivalent experience / qualification. Candidates who are studying, or intending to study for IMC or CFA (or other finance related professional qualifications) will be preferred. Previous experience carrying out a similar role within a financial services/investment organisation. Experience of working with a broad range of clients, including institutional clients and distribution relationships in the EMEA Region. Working knowledge of the asset management industry and investment products, including funds. Proficient in Microsoft suite (Excel, Word, PowerPoint) Intermediate to advanced Excel skills preferred. Excellent administrative, problem solving, project managing and decision-making skills.

A financial services firm in Greater London is seeking a Senior Analyst for their Client Service Team on a 12-month fixed term contract. The ideal candidate will oversee client onboarding, manage day-to-day processes, and support client relationships across the EMEA region. Strong experience with institutional clients, excellent communication, and proficiency in Microsoft Office are required. This role demands problem-solving skills while enhancing client service delivery and requires a degree or equivalent qualification.