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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 88-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 has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7 billion in assets under management (as of March 31, 2024). 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 the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

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Job Description:

Role Summary

The primary purpose of this role is to support the sales efforts across the EMEA sales teams: Customized Portfolio Solutions (including services like trading and transition Management), Fiduciary Management/OCIO & Private Markets. The successful candidate for this role will support the sales efforts across the Private Markets team specifically. The candidate will support every stage of the sales process, working directly with the EMEA Sales Support team and Sales associates. Examples of key responsibilities are supporting prospect interaction, preparation of background information ahead of meetings, compiling and updating sales collateral, leveraging sales enablement tools etc. It requires knowledge of the private markets environment, strong administrative, analytical and research capabilities.

Years of Experience

1 – 2 Years of Experience (in an equivalent role).

Qualifications

• Working knowledge of the asset management industry and investment products.
• Experience and knowledge of private market asset classes.
• Candidates who are studying or intending to study CFA/ CAIA (or other finance related professional qualifications) (preferred).
• Relevant BSC/BA (Finance, Economics, Business Management, Communication, Marketing, Finance & Private Equity,…) (preferred).
• Familiarity with some of the commonly used data/ sales intelligence sources and databases in asset management (CRM, Seismic, Outreach, LinkedIn Sales Navigator, …).
• Familiarity with Bloomberg (preferred).

Responsibilities

• Collate and update data around key individuals and organisations for our target companies including contact details and useful networks.
• Support prospect interaction, preparation of background information ahead of meetings.
• Work with sales teams to ensure they have the required collateral/pitch material for meetings to help drive new business activity, including the quarterly update of existing materials.
• Manage necessary compliance sign-off’s for new and existing collateral/ pitch materials.
• Contribute to essential parts of the RPF, including fee calculation and performance reporting.
• Assist in completing RFP response by tailoring to prospect specific circumstances, and ensuring all key sales messages are included.
• Assist in ongoing fund performance reporting and portfolio analytics.
• Leverage technology to support the sales process through effective use and training of the following tools: CRM, Seismic, Outreach, HeyDan, LinkedIn Sales Navigator, ZoomInfo).

Candidate Requirements

• Proficient in Microsoft suite - intermediate to advanced Excel skills (Vlookups, Pivot Tables, Conditional Formatting).
• Excellent administrative, problem solving, project managing and decision-making skills.
• Passion for supporting, improving and innovating the sales process.
• An understanding of asset management, financial markets, investment concepts, competitors and industry trends. Knowledge of private market asset classes.

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.