Portfolio Analyst

Business Unit:

Investment Division

Reporting To:

Director, Head of Multi-Asset, APAC

Shift:

India Standard (India)

Job Description:

Role Summary

This position provides portfolio management and client reporting support to Russell's Sydney-based active multi-asset Portfolio Managers (PMs). The responsibilities include assisting with: Design (strategic asset allocation), Construct (selection and monitoring of asset class strategy) and Manage (daily cash flow and tactical implementation). The portfolio analyst will also assist the Director of Capital Markets Research in the development and communication of strategic asset allocation advice across Russell Investments’ global portfolios with a focus on Australia.

This role provides an exceptional opportunity to work in a high profile and successful global investment team.

Years of Experience

1-3 years’ related investment experience, or experience in the investment management industry.

Qualifications

• A Bachelor’s degree in Business, Finance, Economics, Mathematics or related field is required.
• A Master's degree or Post Graduate degree in Business, Finance, Economics, Mathematics or related field is preferred.
• Certifications such as CFA is preferred.

Responsibilities Summary

• Run portfolio and performance analysis, attribution reporting and ad-hoc reports that assist with the production of investment commentary and monthly/quarterly client reporting.
• Support all aspects of portfolio management including investment decisions, implementation, portfolio rebalances, and daily monitoring of investment portfolios.
• Work with the investment team to improve the investment process and investment outcomes.
• Liaise with the internal technology teams to maintain and develop a scalable and robust infrastructure platform.
• Help manage the documentation of processes and procedures.
• Ensure that the portfolios adhere to investment guidelines and are managed within compliance guidelines.
• Liaise with the implementation and operations teams on account maintenance and the creation of new accounts.

Portfolio Analysis and Monitoring

• Production of multi-asset portfolio analytics using analytical tools including Riskmetrics, Roadmap and Paris.
• Monitor manager portfolios and funds to understand the strategies and investment risks. Liaise with managers as appropriate.
• Oversight of cash allocation, futures overlay, and performance measurement.
• Monitor investment guidelines at a fund and manager level.
• Rebalancing of fund allocations for global mandates as appropriate.
• Development of new tools and approaches for analysing the funds.

Portfolio Construction

• Support the PMs in evaluating the suitability of fund management companies to manage portfolios within Russell equity funds.
• Support the PMs to determine the investment constraints that should be placed on individual managers within a fund and the weightings of different managers.
• Support the PMs in overseeing manager transitions.
• Document and explain investment decisions and strategies.
• Provision of analytics for manager meetings and simulations for fund construction.
• Liaise with associates in Russell Manager Research and Capital Markets Research teams on issues related to manager research, market developments and quantitative market research.

Portfolio Reporting, Marketing and Client Service Support

• Communicate the construction, positioning and performance of multi-asset funds to Russell Client Service, Marketing and Sales teams and, as appropriate, to external clients.
• Regular preparation and presentation of market background material.
• Support the Client Service Team in the preparation of regular quarterly, flash and performance reviews.
• Support the Client Service Team in the preparation of presentations, including research, analytics and exhibits.
• Prepare reports and presentations on topical market and fund related issues.

Asset Allocation

• Assist with the design of strategic asset allocations for different types of portfolios (growth, defensive, income, etc.).
• Help develop tools that allow investment advisors to see the impact of asset allocation under different market environments and tax treatments.
• Help improve our asset allocation process.
• Conduct ad hoc research on asset allocation projects and tasks.

Candidate Requirements

• Understanding of securities markets with background in Equities and/or Multi- Asset.
• Knowledge of the global investment management industry, particularly capital markets.
• Excel skills.
• Additional systems or programming skills are an advantage.
• Ability to run quantitative analyses in a programming language (r, Matlab, Python, C#, C++ etc.)
• Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis.
• An ability to make progress on multiple projects/tasks.
• Present results to audiences with varied technical backgrounds: other team members, sales organization members, and advisors.
• Attention to detail and accuracy.
• Highly motivated self-starter.
• Teamwork; ability to work across cross-functional groups at all levels of the organization.
• Shift timings: 8:30 AM IST – 5:30 PM IST

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.