Russell Investments · 18 hours ago
Portfolio Consulting Analyst
Seattle, WA
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $115K/yr
2+ years expRussell Investments is a company focused on investment management and capital markets insights. They are seeking a Portfolio Consulting Analyst to support the Consulting Directors by creating materials, analyzing data, and collaborating with various business units to address client needs and enhance service delivery.
Financial Services
No H1B
Responsibilities
Support of Consulting Directors in creation of quarterly materials, product presentations, market commentaries, competitor insights, data searches, etc
Create/review/analyze the underlying data around quarterly competitor analysis for distribution to Sales & Service teams
Create/review commentary for market and investment products
Design and create customized analyses and responses to ad-hoc inquiries, to include index returns, data queries, competitor analysis, market trends, fund flows, etc
Work in close partnership with Sales and Service Teams to provide client service related to Russell Investments products and competitor analyses
Other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
FINRA licensed or willing to obtain the SIE, Series 7, and Series 66 within 180 days
2-5 years of experience working directly with clients/ investors in either a consulting, sales, service , or analytical capacity
Strong knowledge of global capital markets, the wealth management industry, investment vehicles commonly used by financial advisors (e.g., mutual funds, model strategies, separately managed accounts), and investment process review
Proven technical and system 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)
Proven analytical thinking, including exploring all sources of information and providing honest analysis for effective, timely decisions
Strong communication skills with team members, colleagues, and clients, and the ability to find engaging ways to explain complex concepts in a simple and easy-to-understand manner
Ability to work under pressure and juggle multiple projects simultaneously in a team environment
Hands-on experience working with a Consulting Director with the opportunity to potentially progress to consulting director
Self-starter and prior self-directed work experience
Preferred
CFA or progress towards CFA preferred
Benefits
Annual performance bonus
Healthcare
Retirement
Vacation
Wellbeing programs
Company
Russell Investments
Russell Investment Group a global leader in multi-manager investment services, provides investment products
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.23BKey Investors
Apollo
2026-01-06Debt Financing· $1.23B
2015-10-08Acquired
Leadership Team
Zach Buchwald
Chairman and Chief Executive Officer
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
2026-01-06
Company data provided by crunchbase