At a Glance
- Tasks: Build strong client relationships and support investment management strategies.
- Company: Dynamic financial services firm focused on fiduciary management.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth and to work with a diverse client base.
- Why this job: Make a real impact in the evolving institutional market while growing your career.
- Qualifications: Experience in financial services, preferably with pensions or investment consultancy.
The predicted salary is between 55000 - 65000 € per year.
The role involves working with Russell’s fiduciary management and other OCIO institutional clients. The focus will predominantly be to build strong client relationships, working alongside colleagues to deliver strategy, investment management and implementation services. In addition, associates will be required to support the sales team in seeking new business. The Senior Analyst will support the senior members of the team, interacting with other departments to assist in the delivery of services. Ultimately the position is expected to contribute to client retention and the evolution of the fiduciary management and solutions proposition across the EMEA region.
The responsibilities of the individual in this position include:
- Regulatory & Business conduct
- Displaying exemplary conduct and living by our organisation’s Code of Conduct.
- Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business.
- Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance.
- Client Relationship Management
- Supporting EMEA client relationships.
- The client base includes UK DB and DC private sector pension schemes, insurance clients, charities / endowments and government agencies.
- Supporting relationship managers in all aspects of client management, including preparation of client presentations, delivery of customised reports, liaison with the investment division, etc.
- Establishing a strong working relationship with clients and providing effective and timely responses to clients’ requests.
- Assisting relationship managers in proactively planning and executing strategies to retain and expand client relationships.
- Industry knowledge and understanding
- Developing an awareness of the EMEA market including the various requirements and nuances of the different client bases serviced by the EMEA team.
- Sales
- Supporting new business opportunities where required.
- Gathering high level information about clients or the services Russell Investments offer.
- Market Awareness
- Having an awareness of the Institutional market and how it’s evolving.
- Applying knowledge of traditional investment management and fiduciary management.
- Process Enhancement
- Providing support for internal project work.
- Supporting associates in relation to enhancements in processes, systems and client experience.
- Middle team oversight
- Helping supervise all functions outsourced to the middle office team, including client onboarding, audit queries, preparation and distribution of quarterly reports etc.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- Candidates who are nearly FIA or CFA qualified preferred.
- Relevant BSC/BA or equivalent experience.
- Relevant experience in the financial services industry; preferred experience of working for a Pensions / Investment Consultancy or Fiduciary Manager.
- Close working knowledge of the practical needs and experiences of pensions, present and future, of the UK institutional marketplace.
- Good knowledge and understanding of all major asset classes, with the ability to articulate investment processes knowledgeably and credibly.
- Promotes and facilitates the work of a group as well as contributing as a productive member of the team.
- Ability to communicate effectively and knowledgeably with both colleagues and prospective clients.
- Highly polished communication (written and oral) and presentation skills.
- Maintains regular contact and builds strong working partnerships with clients and suppliers.
- Acts with urgency and works hard to address client demands.
- Effectively manages client expectations and delivers value-added service.
Senior Analyst employer: Russell Investments
At Russell Investments, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. Our commitment to employee growth is evident through comprehensive training programmes and opportunities for career advancement, ensuring that our team members are well-equipped to excel in their roles. With a focus on building strong client relationships and delivering top-notch investment management services, we provide a meaningful and rewarding environment for those looking to make a significant impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and keep you top of mind. Plus, it shows your enthusiasm for the role and the company.
We think you need these skills to ace Senior Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Analyst role. Highlight relevant experience in financial services, especially if you've worked with pensions or investment consultancies. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your understanding of client relationship management and market awareness.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application reflects your polished communication skills. We love clear, concise, and professional writing that demonstrates your ability to articulate complex ideas.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining StudySmarter!
How to prepare for a job interview at Russell Investments
✨Know Your Stuff
Make sure you brush up on your knowledge of the EMEA market and the specific needs of institutional clients. Familiarise yourself with the latest trends in fiduciary management and investment strategies, as this will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their client relationships and how they approach client management. This demonstrates your interest in the role and shows that you value collaboration, which is key for a Senior Analyst.
✨Showcase Your Communication Skills
Since the role requires polished communication skills, be prepared to demonstrate this during the interview. Practice articulating your thoughts clearly and confidently. You might even want to prepare a brief presentation on a relevant topic to showcase your ability to convey complex information effectively.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think of examples from your past experiences where you've successfully managed client expectations or contributed to process enhancements. This will help you illustrate your capabilities in real-world situations.
