Senior Asset Allocation Strategist

Russell Investments is seeking a highly skilled professional to develop multi-asset investment solutions with an emphasis on modeling multi-period asset allocation modeling supporting lifecycle and tax-managed solutions. This role is part of our Asset Allocation and Investment Solutions team, which oversees strategic asset allocation, CMA forecasting, investment solution design, and management of Model Strategies offered to U.S. retail investors. The role involves designing and developing multi-asset solutions, providing thought leadership through research and presentations, supporting portfolio construction tools, and participating in investment management decisions.

Must Have

• Design and develop multi-asset solutions with emphasis on lifecycle finance and tax-managed solutions.
• Research and consult on investment approaches for single asset classes.
• Collaborate with clients to design solutions fulfilling objectives.
• Conduct practical research on tax-managed strategies, optimal asset location, longevity risk, and withdrawal strategies.
• Publish research to position Russell Investments as a thought leader.
• Represent Russell Investments at client events and industry conferences.
• Lead design, technical specification, and development of portfolio construction tools.
• Contribute to coding and modeling of client solutions and proposal creation.
• Collaborate with go-to-market teams and IT on advisor tools.
• Participate in strategic asset allocation positioning of multi-asset solutions.
• Conduct analyses guiding implementation of investment decisions.
• 5-7 years of experience in a capital markets finance role.
• Proficiency in quantitative analyses using object-oriented programming languages (C++/C#, Python).
• Strong understanding of object-oriented programming and ability to construct models.
• Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis.
• Solid foundation in capital markets finance.

Good to Have

• CFA, PH.D. or Masters degree in finance, economics or quantitative discipline.
• Knowledge and experience in the investment industry, particularly solution building for accumulation, retirement income, and tax-managed investing.
• Familiarity with portfolio construction, factor modeling, risk and return attribution, asset return forecasting, portfolio optimization, basic actuarial math, Monte Carlo simulation, and lifecycle finance.
• Ability to present results to audiences with varied technical backgrounds.
• Strong and effective writing skills.

Perks & Benefits

• annual performance bonus
• healthcare
• retirement
• vacation
• wellbeing programs

Russell Investments is seeking a highly skilled professional to develop multi-asset investment solutions with an emphasis on modeling multi-period asset allocation modeling supporting lifecycle and tax-managed solutions. This role is part of our Asset Allocation and Investment Solutions team, which oversees strategic asset allocation, CMA forecasting, investment solution design, and management of Model Strategies offered to U.S. retail investors. This is an excellent opportunity for a driven individual to contribute to advancing asset allocation and product design.

Your Core Responsibilities:

Solution design

• Design and development of multi-asset solutions with a focus on lifecycle finance and tax managed solutions.
• Research and consult on investment approaches for single asset classes, translating these needs into objectives and solutions.
• Collaborate with clients to understand their needs. Use this information to design solutions, ensuring components work together to fulfill client objectives.

Provide thought leadership

• Conduct practical research on topics such as tax managed strategies, optimal asset location, longevity risk and optimal withdrawal strategies to guide product development.
• Publish research that positions Russell Investments as a thought leader in the industry.
• Represent Russell Investments at client events and industry conferences to enhance the company’s thought leadership profile.

Support portfolio construction tools

• Take a lead role in the design, technical specification and development of portfolio construction approaches and tools.
• Contribute to coding and modeling of client solutions and proposal creation.
• Collaborate with go-to-market teams and IT on the build-out of advisor tools.

Investment management

• Participate in the strategic asset allocation positioning of multi-asset solutions.
• Conduct analyses that guides implementation of investment decisions.

Your Expertise and Role Qualifications:

• 5-7 years of experience in a capital markets finance role.
• Proficiency in running quantitative analyses in object-oriented programming languages (e.g., C++/C# and Python).
• Strong understanding of object-oriented programming and ability to construct models.
• Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis.
• Ability to think clearly about complex problems and find pragmatic solutions
• Solid foundation in capital markets finance.
• Ability to manage multiple projects and tasks simultaneously.

• Preferred:
• CFA, PH.D. or Masters degree in finance, economics or quantitative discipline such as mathematics, statistics, or operations research.
• Knowledge and experience in the investment industry, particularly in solution building for accumulation, retirement income, and tax-managed investing.
• Familiarity with: portfolio construction, factor modeling, risk and return attribution, asset return forecasting, portfolio optimization, basic actuarial math, Monte Carlo simulation and lifecycle finance.
• Ability to present results to audiences with varied technical backgrounds, including team members, sales organization members, and advisors.
• Strong and effective writing skills.

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.