Portfolio Consulting Analyst

4 weeks ago

Toronto, Canada Russell Investments Full time

Business Unit:
North America Advisor & Intermediary Solutions

**Job Description**:
Role Summary
- The Portfolio Consulting Analyst is an essential member of the Portfolio Consulting Group (PCG), a team of investment professionals with a passion for financial markets and the wealth management industry.

The responsibilities of the individual in this position include:
- Primary contact for Canadian regional sales teams’ ad hoc queries for consultative expertise and analysis regarding the performance, holdings, positioning, investment & market themes, and flows of our investment solutions, as well as their competitive standing (including pricing, availability, flows, performance, investment approach) relative to peers and benchmarks.-
- Stay abreast of market and product developments within our solutions and those of competitors in order to proactively generate relevant and timely stock-, sector
- or country-specific stories and capital market commentary that our sales team can share with financial advisors and investors.-
- Evaluate advisors’ model portfolios and craft bespoke analyses designed to identify opportunities for potential investment efficiency and effectiveness gains, and incorporation of Russell Investments’ products.-
- Collaborate with PCG peers and Marketing to create monthly and quarterly market and product materials (including presentations, commentaries, blog posts), product pitch presentations, competitor insights, data searches.-
- B.A. degree in Finance, Accounting, Economics or related field-
- CFA or progress towards CFA preferred-
- 3-5 years’ experience working directly with clients/ investors in either a consulting, sales and service, or analytical capacity-
- Strong knowledge of global capital markets, the wealth management industry and investment vehicles commonly used by financial advisors-
- Proven analytical, technical, and systems skills (e.g., solid knowledge of financial concepts and performance measurement standards and the mathematics behind them; knowledge of Morningstar Direct, YCharts a plus; strong proficiency with Excel, PowerPoint, Word, and related tools)-
- Strong communication skills with colleagues and clients and the ability to find engaging ways to explain complex concepts in a simple and easy to understand manner-
- Proven analytical thinking, including exploring all sources of information, providing honest analysis for effective, timely decisions-
- Ability to work under pressure, and to work on different projects simultaneously-
- Self-starter and prior self-directed work experience

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