Business Unit:
North America Institutional
Salary Range:
$78,000 USD - $82,000 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.
Job Description:
In this role, you will provide sales and analytical support to an assigned set of senior institutional sales professionals. As a Sales Analyst, you will support the growth of Russell Investments Institutional Business by drafting, reviewing, and finalizing sales presentations for external use, performing investment analysis, providing market research, and acting to coordinate internal and external resources during sales engagements. Your contributions will enhance the productivity and success of the sales team by collecting and interpreting data, prioritizing tasks and producing high quality deliverables for consumption by sales team members, clients and prospects.
The responsibilities of the individual in this position include:
- Provides front line on-demand sales team member support. Identifies and prioritizes critical requests and needs. Partners with senior team members (Sales Management, Regional Directors, and Associate Regional Directors) as a resource to enhance client interactions via presentation creation, investment analysis, meeting and logistic support, and territory-level CRM database cleanup and maintenance.
- Portfolio performance data collection, asset allocation, fund and solution pricing support, and other investment solution related tasks as required.
- Creation of client and prospect specific output using provided sales tools with particular attention to deadlines and detail. Researching meeting attendees, open opportunities, meeting notes and other general meeting preparation.
- Coordination of compliance approval process for all relevant deliverables, ownership of quarterly and monthly reporting items, and deliver on requests for client onboarding support.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- B.A. degree in Finance, Accounting, Economics or related field
- At least two years of relevant experience with demonstrated knowledge of financial markets, investment industry, investment products, or other related financial area
- Ability to conduct and present thorough research on potential clients, competitors and other sales process stakeholders
- Demonstrated client relationship ability
- Credible and confident with the ability to communicate with stakeholders
- Ability to execute multiple projects simultaneously while meeting deadlines and maintaining high quality.
- Proven analytical, technical, and systems skills
- Self-starter and able to demonstrate initiative
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
