Asset Allocation Quant Analyst

Business Unit:

Investment Division

Reporting To:

Senior Asset Allocation Manager

Shift:

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 89-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 is "Top 12 Ranked Consultant " in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

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.

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Job Description:

Russell Investments is seeking a highly skilled professional to help with quantitative modeling and process automation supporting asset allocation initiatives and model strategy construction. 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 wealth channel solutions at a company known for its asset allocation expertise.

Your Core Responsibilities:

Support asset allocation and model strategy tools

• Take a lead role in the design, technical specification and development of asset allocation and model portfolio construction models/ tools.
• Integrate different Russell risk models within the strategic asset allocation process.
• Partner with IT resources to organize data and create data delivery for the asset allocation team
• Collaborate with go-to-market teams and IT on the build-out of model deployment and financial advisor tools.

Solution construction

• Design and construct model strategy portfolios (asset allocation portfolios built from mutual funds, ETFs, interval funds and SMAs)

• Collaborate with clients or stakeholders to understand their needs and design solutions that align components to fulfill total portfolio client objectives.

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:

• A minimum of 5 years of experience in a capital markets finance role, developing asset allocation tools.
• Proficiency in running quantitative analyses in object-oriented programming languages (C++/C# and Python).
• Strong understanding of object-oriented programming.
• Proficiency in relational database management systems, database design and tools (SQL etc)
• Familiarity with optimization-based and Monte Carlo approaches applies to asset allocation analysis.
• Ability to think clearly about complex problems and find pragmatic solutions.

• 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 effectively to audiences with varied technical backgrounds, including team members, sales organization members, and advisors.
• Strong and effective writing skills.