Institutional Sales Analyst

1 Month ago • 2 Years + • Sales • $78,000 PA - $90,000 PA

Job Summary

Job Description

The Institutional Sales Analyst will provide sales and analytical support to senior institutional sales professionals, driving growth in Russell Investments' Institutional Business. Responsibilities include drafting and finalizing sales presentations, performing investment analysis, conducting market research, and coordinating resources during sales engagements. This role aims to boost sales team productivity by interpreting data, prioritizing tasks, and producing high-quality deliverables for sales team members, clients, and prospects. Key duties involve providing on-demand sales team support, managing client interactions through presentation creation and investment analysis, assisting with portfolio performance data, asset allocation, fund pricing, and handling client onboarding support and compliance approvals.
Must have:
  • B.A. degree in Finance, Accounting, Economics or related field
  • At least two years of relevant experience in financial markets
  • Ability to conduct and present thorough research
  • Demonstrated client relationship ability
  • Credible and confident communication skills
  • Ability to execute projects on time, under pressure, with quality
  • Proven analytical, technical, and systems skills
  • Self-starter with initiative
Good to have:
  • Knowledge of investment industry and products
  • Experience with CRM database maintenance
  • Experience in coordinating compliance approval processes
  • Experience with quarterly and monthly reporting
Perks:
  • Annual performance bonus
  • Competitive benefits programs including healthcare
  • Retirement programs
  • Vacation
  • Wellbeing programs

Job Details

Business Unit:

North America Institutional


Salary Range:

$78,000 USD - $90,000 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:

The purpose of this position is to provide sales and analytical support to an assigned set of senior institutional sales professionals. The Sales Analyst supports 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. This role is expected to 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 execution on time, under pressure, and with quality on different projects simultaneously
  • Proven analytical, technical, and systems skills
  • Self-starter and able to demonstrate initiative

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

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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About The Company

Russell Investments is aleading outsourcedCIO(OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 88-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm has over $1 trillion in assets under advisement (as of December 31, 2023) and $302.7billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington, Russell Investments has offices in 16 cities around the world, including London, New York, Toronto, Sydney, Tokyo, Mumbai, and Shanghai.

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