Associate Portfolio Manager/Portfolio Manager
Listed on 2026-06-17
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Finance & Banking
Portfolio Manager, Financial Consultant, Risk Manager/Analyst
Salary & Benefits
Salary Range: $100,000 USD - $140,000 USD. Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
ResponsibilitiesPortfolio Management
Design, implement, and manage portfolios incorporating a broad mix of asset classes including equities, fixed income, private markets, real assets, hedge funds, commodities, and cash.
Oversee the ongoing management of portfolios of derivative instruments, including instructing trades and evaluating the effectiveness of investment solutions.
Track cash flows and asset movements associated with client portfolios and implement and/or recommend portfolio changes as needed.
Partner closely with clients and internal resources—including derivatives trading, FX, quantitative research, and transition management teams—to design and implement hedging strategies using exchange‑traded and OTC instruments.
Support the onboarding and launch of new clients, including finalizing investment strategies, coordinating contractual requirements, and ensuring portfolio setup accuracy.
Monitor and report portfolio performance relative to benchmarks and client objectives.
Client ServiceDevelop strong working relationships with clients and maintain in‑depth knowledge of their portfolios, objectives, and evolving needs.
Serve as a trusted resource for clients by helping implement investment ideas efficiently while reducing cost and risk.
Meet with clients to better understand their challenges and collaborate with internal teams to identify opportunities that improve portfolio outcomes.
Enhance the client experience through clear communication, refreshed reporting, and improved transparency around investment solutions and portfolio activity.
Product and Process ExpertiseCollaborate with internal stakeholders to evaluate and recommend solutions for atypical or complex portfolio implementation scenarios.
Partner with cross‑functional teams to improve coordination and service delivery across the investment platform.
Support the training and mentoring of Portfolio Analysts and junior team members.
Lead or contribute to projects focused on innovation, operational improvements, and new investment ideas.
Work with technology teams to develop and test tools that improve portfolio monitoring, implementation efficiency, and operational scalability.
Assist in drafting presentations, position papers, and supporting materials related to portfolio strategy and implementation findings.
Qualifications- 2–6 years of experience in institutional investing, asset management, trading, and/or portfolio management.
- Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience).
- CFA and/or CAIA designation or progress toward designation preferred.
- Strong understanding of investment markets, asset allocation, portfolio risk management, and portfolio implementation strategies.
- Knowledge of global equity markets, investment vehicles, and derivative instruments across multiple currencies and long/short exposures.
- Familiarity with institutional fund structures and reporting requirements for defined benefit plans, endowments, foundations, insurance companies, and sovereign wealth funds.
- Strong diagnostic, analytical, and problem‑solving skills, including investment decision‑making and financial analysis capabilities.
- Excellent interpersonal and communication skills with the ability to articulate complex concepts clearly to a diverse audience.
- Ability to thrive in a collaborative, fast‑paced, and dynamic work environment.
- High tolerance for complexity, change, and ambiguity, with a mindset focused on innovation and continuous improvement.
- Strong quantitative and analytical skills.
- Proficiency with investment and analytics tools such as Bloomberg, Excel, AI‑tools, database architecture, and portfolio analytics platforms.
This role is not eligible for employment‑based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment OpportunityRussell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.
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