Institutional Investment Strategist
3 weeks ago
Russell Investments is a global investment manager that provides a range of solutions for institutional investors. Our mission is to help our clients achieve their investment goals through innovative and tailored solutions.
Salary Range:
$140,000 USD - $160,000 USD
In this role, you will be responsible for working with existing OCIO clients, developing strategic advice through asset allocation studies, managing, and enhancing key client relationships, including the promotion of investment products, strategies, and solutions. This includes collaborating with other client-facing team members and acting as a backup to senior members of the Institutional team to create an exceptional client experience. You will leverage a deep understanding of U.S. institutional retirement and non-profit markets, as well as portfolio management and liability-driven investing, to develop and deliver strategic advice to institutional investors. Your responsibilities will include playing a role with institutional clients to develop investment goals and objectives, determine asset allocation strategies, and implement multi-asset investment programs targeting specific outcomes. Additionally, you will effectively build and strengthen client relationships to retain and expand assets under management (AUM).
Responsibilities:
- Develop investment goals and objectives for institutional clients.
- Determine asset allocation strategies for institutional clients.
- Implement multi-asset investment programs targeting specific outcomes for institutional clients.
- Build and strengthen client relationships to retain and expand AUM.
Qualifications:
- Bachelor's degree required; CFA strongly preferred.
- FINRA Series 7 and 63 (will consider ability to obtain in 90 days).
- 7 years of experience with a proven success record of dealing with institutional investors.
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