Portfolio Consulting Analyst - Toronto, Canada - Russell Investments

Russell Investments

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Business Unit:
North America Advisor & Intermediary Solutions

Job Description:

Role Summary

The Portfolio Consulting Analyst is an essential member of the Portfolio Consulting Group (PCG), a team of investment professionals with a passion for financial markets and the wealth management industry.

The responsibilities of the individual in this position include:

Primary contact for Canadian regional sales teams' ad hoc queries for consultative expertise and analysis regarding the performance, holdings, positioning, investment & market themes, and flows of our investment solutions, as well as their competitive standing (including pricing, availability, flows, performance, investment approach) relative to peers and benchmarks.-
Stay abreast of market and product developments within our solutions and those of competitors in order to proactively generate relevant and timely stock-, sector

- or country-specific stories and capital market commentary that our sales team can share with financial advisors and investors.

Evaluate advisors' model portfolios and craft bespoke analyses designed to identify opportunities for potential investment efficiency and effectiveness gains, and incorporation of Russell Investments' products.
Collaborate with PCG peers and Marketing to create monthly and quarterly market and product materials (including presentations, commentaries, blog posts), product pitch presentations, competitor insights, data searches.
B.A. degree in Finance, Accounting, Economics or related field
CFA or progress towards CFA preferred 35 years' experience working directly with clients/ investors in either a consulting, sales and service, or analytical capacity
Strong knowledge of global capital markets, the wealth management industry and investment vehicles commonly used by financial advisors
Proven analytical, technical, and systems skills (e.g., solid knowledge of financial concepts and performance measurement standards and the mathematics behind them; knowledge of Morningstar Direct, YCharts a plus; strong proficiency with Excel, PowerPoint, Word, and related tools)
Strong communication skills with colleagues and clients and the ability to find engaging ways to explain complex concepts in a simple and easy to understand manner
Proven analytical thinking, including exploring all sources of information, providing honest analysis for effective, timely decisions
Ability to work under pressure, and to work on different projects simultaneously
Selfstarter and prior selfdirected work experience

Investment Analyst