Portfolio Manager

2 days ago


Seattle, Washington, United States Russell Investments Full time
Job Title: Portfolio Manager - Transition Management

We are seeking a skilled Portfolio Manager to join our Transition Management team at Russell Investments. As a key member of our team, you will be responsible for developing and executing implementation strategies, analyzing performance, and completing attribution analysis during the pre, intra, and post-implementation time frames.

Your Key Responsibilities:
  • Work closely with clients, consultants, money managers, custodians, and other team members to determine transition constraints and develop optimal transition strategies.
  • Act as the project manager to coordinate and implement the strategy developed, ensuring seamless execution and timely completion.
  • Continually evaluate, automate, and improve internal processes and infrastructure supporting the transition process, seeking to develop external relationships with custodians, money managers, and correspondent brokers to explore additional efficiencies.
  • Create and present detailed pre-analysis and post-analysis reports to clients, including portfolio risk decomposition, transaction cost analysis, and portfolio performance reporting.
  • Analyze transition event performance, including a breakdown of performance attributions and intra-day analysis, and streamline the process to disseminate this information in a concise manner.
  • Drive transition strategies through detailed analysis of portfolio attributes and implement trading strategies to achieve successful transition outcomes, utilizing risk models, optimization systems, and other trading analytic systems.
  • Research trade execution costs associated with various trading strategies and implement the most cost-effective strategy, ensuring optimal results for clients.
  • Complete post-trade reports and deliver results to clients in a timely manner, continually seeking to improve the format of data within these reports according to client feedback and industry standards.
Your Expertise:
  • Bachelor's degree in finance, business, or a related area required, advanced degree and/or CFA designation preferred.
  • Experience in fixed-income is required, with 2+ years of experience in the investment industry in portfolio management, capital markets, or servicing custodians, managers, and brokers desired.
  • Knowledge of capital markets, portfolio management strategies, and statistical analysis is essential, with knowledge of equity trading costs and settlement and clearing practices, and the global securities markets preferred.
  • Project management experience, with the ability to manage multiple projects simultaneously, is required, along with strong client service and communication skills, especially in communicating complex concepts verbally and in writing to individuals with varying degrees of investment experience.
  • Detail-oriented and precise with numbers, with the ability to work collaboratively across the investment division.

Russell Investments is an equal employment opportunity employer, committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender, 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.


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