Portfolio Consulting Analyst
Russell Investments(24 days ago)
About this role
This role supports Russell Investments’ Portfolio Consulting Group by providing consultative expertise in investment management and capital markets insights for North America Advisor & Intermediary Solutions. The position acts as a central coordination point for client needs, working closely with Consulting Directors to secure and deploy internal resources and produce analytical deliverables. The role emphasizes collaboration across investment, product, sales, and reporting teams and offers opportunities for skill growth and progression.
Required Skills
- Excel
- PowerPoint
- Financial Analysis
- Capital Markets
- Competitor Analysis
- Client Service
- Data Analysis
- Communication
- Performance Measurement
- Morningstar Direct
Qualifications
- Bachelor's Degree in Finance/Accounting/Economics or Related Field
- CFA (preferred)
- SIE (willing to obtain)
- Series 7 (willing to obtain)
- Series 66 (willing to obtain)
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