Investment Analyst

2 weeks ago


Toronto, Canada Russell Investments Full time

Business Unit:
North America Institutional

**Job Description**:
The purpose of this position is to provide relationship management and service delivery for an assigned set of institutional clients by partnering with senior members of the relationship management team. The Investment Analyst is one of the primary points of contact for clients and works to ensure a high level of client support. The position is responsible to ensure client deliverables are timely, provided with high quality, and meet client expectations. This position will be located in Toronto and requires a highly motivated, proactive self-starter with an ability to work independently and collaboratively in a fast-paced environment.

**Responsibilities**:

- Provides front line contact for on-demand client calls and inquiries.
- Identifies and prioritizes critical client requests and needs.
- Manages and coordinates quarterly investment reviews, presentations, and client communication materials.
- Ensures accurate and high-quality deliverables.
- Conducts and participates in meetings as appropriate.
- Monitors and assists internal partners with critical client deliverables including:

- comprehensive investment policy review and development
- due diligence and database questionnaires
- investment implementation/rebalancing
- fund characteristic evaluation
- performance reporting and evaluation
- asset allocation/asset liability work and communication to clients pertaining to fund information or other client requests, projects or needs.
- Research and communicate client portfolio performance and key drivers of their investment process.
- Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries.

Qualifications:

- Bachelor's Degree
- Passion for and interest in global financial markets, portfolio management and analytics
- Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area.
- Institutional investment management experience in client service, consulting, or portfolio management
- Ability to prioritize work under pressure while considering different projects simultaneously
- Working knowledge of asset allocation theory, modeling, and performance measurement
- Demonstrated client relationship ability
- Technology skills: MS Excel, PowerPoint and database capability
- Advanced degrees or interest in studying to become a CFA charter holder are considered a plus


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