Posted:1 week ago|
Platform:
Work from Office
Full Time
We are seeking a detail-oriented and analytical associate to join our Mumbai-based team supporting the Personalized Managed Accounts (PMA) business. This role is part of a global portfolio management team responsible for managing multi-asset portfolios using systematic, tax-aware strategies. You will play a key role in daily portfolio management operations, trade instruction, optimization and analysis, data validation, and performance reporting. Key Responsibilities Support daily portfolio management processes, including account optimization, trade creation, compliance checks, and data validation. Coordinate with global teams on trade preparation, corporate actions, and cash availability. Maintain and troubleshoot performance reporting and portfolio data. Assist in managing portfolios aligned to benchmarks or model strategies. Contribute to onboarding automation and process improvements. Collaborate with portfolio managers and research teams on strategy and technology enhancements. Qualifications 5-8 years of experience in investment management or a related field. Bachelor s degree in finance, economics, mathematics, or a related discipline (Master s/CFA preferred). Strong understanding of asset classes, capital markets, and performance measurement. Proficiency with tools such as Bloomberg, Axioma, and Microsoft Excel. Excellent analytical, organizational, and communication skills. Preferred Attributes Self-starter with strong problem-solving skills and attention to detail. Ability to manage multiple priorities in a fast-paced environment. Experience applying AI or emerging technologies to investment processes is a plus. Team-oriented with the ability to work independently and collaboratively.
Russell Investments
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