Investment Operations Analyst
Content + Source + Freshness • 11 Dec 2025 • 95% confidence
Offer value
Moderate opportunity offering stability within a reputable finance organization, but with specific requirements demanding experience.
- Stable role in a global investment firm
- Room for career progression within finance
- Engagement with diverse investment operations
Pros
- Stable position within a well-respected financial firm
- Potential for steady progression with gained experience
- Exposure to a diverse range of financial operations
Cons
- Requires specific financial operations experience
- Work hours may include late shifts which could be demanding
- Limited flexibility in remote working arrangements
Who it's for
Mid-level • Hybrid
Good fit
- Finance professionals with operational experience
- Individuals looking for stable careers in investment
- Analytical thinkers wanting to work in finance
Not recommended for
- Candidates without industry experience in finance
- Those preferring high-paced technological environments
- Individuals looking for fully remote work opportunities
Motivation fit
Key skills
About the job
Business Unit:
Global OperationsReporting To:
Associate Manager, Global OperationsShift:
US (7:30 pm - 4:30 am IST) (India)About Russell Investments, Mumbai:
Russell Investments is a leading outsourced financial 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 $302.7 billion in assets under management (as of March 31, 2024). Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.
Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.
For more information, please visit https://www.russellinvestments.com.
Job Description:
As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, listed and OTC derivatives and foreign exchange products globally .
This position will primarily focus on supporting the full trade lifecycle, including Account Opening, Derivative Documentation, Settlements, and Collateral Management. The position will work closely with associates across Russell Investments including portfolio managers, analysts, and traders to help deliver precise and scalable operational support for account opening, trade settlement, collateral management, and maintenance of internal systems affecting direct investing strategies, new product launches, and 3rd party assignments.
Years of Experience
At least 3-5 years previous experience in the financial services industry, preferably in an operations capacity within an asset management firm
Qualifications
Ability to function successfully in ambiguous conditions
Organized, analytical, detail-oriented, and precise with numbers, with a solid understanding of the securities/fund industry as well as investment concepts and strategies
Familiarity with custodian, broker, and money manager operations
Strong computer skills, including advanced proficiency with Excel and comfort with database applications. Knowledge of SQL, VBA or Python is a plus but not required
Ability to adapt quickly and readily to change and embrace new opportunities
Intellectual curiosity to perform a “deep-dive” into new subject material
Responsibilities
Working with internal portfolio managers, analysts, and traders to ensure trade details are accurate and tied out with brokers, custodians, and vendors
Analyze data received from internal systems/clients, custodians, and vendors with an overarching objective of setting up the client's portfolio in internal systems
Work with FCM counterparties to establish derivative clearing accounts for trading instruments such as listed options, exchange-traded futures, and credit derivatives.
Respond to queries regarding derivative and FX documentation from various departments including the Investment Division & Legal
Negotiate with internal and external legal counsel on the documentation for implementing derivative-related counterparty contracts (e.g. ISDA, collateral control agreements, etc.).
Work with clients, legal teams, and internal stakeholders to analyze, consult and provide guidance to determine derivative contract requirements for each onboarding event.
Management of fund/client documentation including tax forms, prospectuses, investment management agreements, settlement instructions, etc.
Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients.
Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk
Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives
Display exemplary conduct and live by our organizations Code of Conduct
Candidate Requirements
Strong computer skills, including advanced proficiency with Excel
Prior experience with Bloomberg AIM or Charles River
Prior experience with trading and portfolio management systems.
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.
