Senior investment analyst job description

The purpose of this position is to provide relationship management and service delivery for an assigned set of institutional investment management and consulting clients by partnering with senior members of AI relationship management team. The Investment Analyst is the primary in-office point of contact for clients and works closely with the assigned client executives and consultants to ensure a high level of client support. The position is responsible to ensure client deliverables are timely, provided with high quality, and meet client expectations. This position will be located in New York or Seattle.
Responsibilities


Provides front line contact for on-demand client calls and inquiries. Identifies and prioritizes critical client requests and needs. Partners with senior team members (Senior Client Executives and Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate. Manage and coordinate quarterly investment reviews, presentations, and client communication materials. Ensure accurate and high-quality deliverables Monitor and assist internal partners with critical client deliverables including: comprehensive investment policy review and development investment implementation/rebalancing manager evaluation, performance reporting and evaluation asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs. Research and communicate client manager performance and key drivers of their investment process, including rationale of Russell's rankings. Collaborate with Senior Consultants, Russell's manager research, and clients to facilitate manager replacement searches. Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries. SENIOR ANALYST ONLY - AI relationship manager for limited number of assigned clients. Accountable for client retention and net revenue of assigned clients. Maintain client's long-term strategic allocation and provide strategic/tactical advice in conjunction with applicable client types. Attend client meetings and events. Expected coverage scope - 3 to 5 clients with total AUM responsibility of ~$100m and no more than $1m in net revenue



Qualifications:



Investment Analyst


Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area. (2 Years) Institutional investment management experience in client service, consulting, or portfolio management (2 Years) Working knowledge of asset allocation theory, modeling, and performance measurement (2 Years) Demonstrated client relationship ability (2 Years) Technology skills: MS Excel, PowerPoint and database capability (2 Years)



Senior Investment Analyst


Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area. (5 Years) Institutional investment management experience in client service, consulting, or portfolio management (5 Years) Working knowledge of asset allocation theory, modeling, and performance measurement (5 Years) Demonstrated client relationship ability (3 Years) Technology skills: MS Excel, PowerPoint and database capability (5 Years)



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.

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At Unisys, we believe in better! Here, you have the opportunity to learn new skills, apply your expertise, and solve complex problems with cutting edge technologies and solutions. You are part of a global diverse team that supports you, drives change, and delivers successful results consistently.

Our associates are at the forefront of everything we do, driving our clients' successes while giving back to communities and making this world a safer and more secure place to live and work. Our success is a direct result of the work of our people who live and breathe our Core Beliefs. Simply put, we believe in better lives. Join us!

Learn more about Unisys and our key solution offerings: Unisys, Stealth™, CloudForte , InteliServe™

What success looks like in this role:

Key Responsibilities:
This position will support the Investor Relations efforts through a combination of the following: Coordinates and manages calendars and logistics for conferences, investor meetings, non-deal roadshows, internal and external meetings. Acts as a point of contact for investors who want to schedule meetings or events with the IR team or leadership. Works independently, requires limited guidance. Assists with development and proofreading of presentation materials for quarterly earnings, internal and external communications. Works well under pressure/time constraints (generally in the context of quarterly earnings preparation) with high level of attention to detail. Exposure and interaction with CEO, CFO, Finance Leadership, Investors and Analysts.

You will be successful in this role if you have:
Qualifications:
A college degree in finance is preferred.Minimum 5 years of related finance/IR experience.Strong written and verbal communication and organizational skills.Attention to detail, and think creatively about presentation development Ability to work in a fast-paced team environment Strong knowledge of Microsoft Office Suite

#LI-KB1

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:

* The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
* Help support the senior members of the investment team in their delivery of investment solutions to clients.
* Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
* Prepare investment policy statements for prospective clients
* Analyze economic trends/activities and advise the effects on the investors' portfolios
* Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
* Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
* In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
* Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
* Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

* 5-8 years of experience
* Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
* Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
* US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

* Bachelor's/University degree or equivalent experience