Research Analyst

Job Description

The Macro and Credit research team is responsible for rating and recommending investment strategies to both internal and external clients. Strategies range from the full spectrum of fixed income, credit, and macro strategies, both long only and in hedge fund format. The analyst position in the team will be responsible for working with senior analysts to assess third party investment managers. This entails developing relationships with third party asset managers, gather the necessary data, utilizing quantitative analytical tools and identifying critical drivers of performance is such strategies. The analyst will be expected to eventually own manager ranks and sponsor ideas for client and Russell portfolios.

Qualifications / Requirements

• Demonstrable experience in a fixed income and ability to undertake qualitative and quantitative analysis of portfolios.
• Ideal experience doing analysis of money managers and respective strategies in the fixed-income universe would be an asset, and having the ability to suggest process improvements based off this knowledge is an asset.
• Detailed understanding of fixed income markets is necessary.
• Strong programming skills in Python and VBA.
• Understanding of investment principles and asset classes.
• Ability to understand and use financial theory and tools.
• Strong quantitative skill set with the ability to analyze complex data.
• Programming experience is an asset: Python, SQL.
• Excellent problem-solving capabilities and attention to detail.
• CFA or CAIA charter or progress is desirable.
• Previous experience in portfolio analysis including factor analysis, risk exposures, performance attribution, etc. is required.
• Excellent communication skills, curiosity and enthusiasm to learn and grow in the role.
• Strong relationship management skills.
• Experience utilizing AI to enhance processes.

Responsibilities

• Be responsible for collecting and organising data to enable manager research.
• Conduct desktop analysis to form views on investment manager strategies.
• Form agendas for onsite meetings with managers, that manage time well, integrate desktop research and extract critical information.
• Explain manager views and process to clients.
• Propose investment ranks for manager strategies substantiated by knowledge.
• Document manager views.
• Utilise AI to enhance processes and efficiency.
• Preparing supporting content for investment recommendations.
• Creating investment content for internal/external use.
• Liaise with members of the team to determine key priorities and objectives.
• Drive ideas for process improvements.

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.
• A learning mindset with a passion for investing.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• 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.

Pay

Salary Range: $85,000 USD - $100,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.

Schedule

Time zone flexibility to work with colleagues based in Russell’s different locations globally.