Portfolio Analyst

Reporting To:

Senior Manager, Portfolio Management

Shift:

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

About Russell Investments, Mumbai: 

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $964 billion in assets under advisement (as of December 31, 2025) and $381.8 billion in assets under management (as of March 31, 2026) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining our Mumbai office means becoming part of a globally connected team where associates collaborate across functions, geographies, and time zones to support the work of a globally recognized asset management firm. Based in Goregaon (East), you will have the opportunity to work alongside colleagues around the world, contribute to meaningful initiatives, and build your career in a collaborative and inclusive environment. The Mumbai office operates with varying shifts to support collaboration across global time zones.

For more information, please visit https://www.russellinvestments.com.

Job Description:

We are looking for bright, driven candidates to join our global Investment Division team and build a career in investments.

Working closely with Portfolio Managers, the broader investment team, and the Alternatives team, this role will support investment management, portfolio implementation, portfolio analysis, investment processes, and reporting activities. The role will contribute to work across our Total Solutions Portfolio Management teams, including Equities, Fixed Income, Multi-Asset, and Alternatives.

This is a strong development opportunity for someone early in their investment career, with exposure to global portfolios, on-the-job coaching, cross-training opportunities, and CFA sponsorship.

Years of Experience

1–3 years of related investment experience, or experience in the investment management industry.

Key Responsibilities

• Support Portfolio Managers with portfolio management activities, including investment decisions, portfolio implementation, rebalances, transition events, and daily monitoring of investment portfolios.
• Work closely with the Alternatives team to support portfolio analysis, reporting, data review, and investment process activities linked to alternatives portfolios and related strategies.
• Run portfolio and performance analysis, attribution reporting, and ad hoc analysis to support investment commentary and monthly / quarterly client reporting.
• Partner with the investment team to improve investment processes, portfolio insights, and investment outcomes.
• Assist with research projects, model development, and analysis to support and validate the investment process.
• Liaise with internal technology teams to maintain and improve scalable investment infrastructure and reporting platforms.
• Support documentation of processes, procedures, controls, and recurring investment workflows.
• Ensure portfolios are monitored in line with investment guidelines and compliance requirements.
• Work with implementation and operations teams on account maintenance, set-up requirements, and ongoing portfolio support.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Mathematics, Engineering, Technology, Science, or a related discipline.
• 1–3 years of related investment experience, or experience in investment management, investment operations, consulting, financial services, or a related field.
• Interest in global financial markets, portfolio management, investment analysis, and asset allocation.
• Knowledge of quantitative investment practices, portfolio analysis, portfolio optimisation, or performance analysis would be helpful.
• Exposure to Alternatives, private markets, portfolio reporting, investment operations, or manager / fund-level analysis would be an advantage, but is not mandatory.
• Bloomberg experience, or the ability to quickly learn investment and technology systems, would be useful.
• Basic programming knowledge such as Python, R, SQL, or similar tools would be desirable.
• Strong Excel and analytical skills.

Candidate Requirements

• Strong interest in building a career in investments.
• Ability to work independently, manage deadlines, and prioritise work effectively.
• Strong attention to detail and comfort working with data, reporting, and analysis.
• Growth mindset with willingness to learn, including interest in pursuing CFA or progressing towards charter status.
• Strong communication skills and ability to work effectively with Portfolio Managers, investment teams, operations, technology, and other stakeholders.
• Comfortable working in a global team environment with cross-functional exposure.

Core Competencies

• Strong interpersonal, written, and verbal communication skills.
• Strong organisational skills with the ability to adapt to shifting priorities and meet deadlines.
• Proactive approach to problem-solving, with sound judgement and decision-making ability.
• Collaborative team player who can also work independently and take initiative.
• Client-focused, action-oriented, and results-driven mindset.
• Intellectual curiosity and willingness to continuously learn and improve.
• Ability to act with discretion and maintain confidentiality.
• Commitment to the firm’s values of integrity, valuing people, exceeding client expectations, and embracing intellectual curiosity and rigour.