Analyst, Onboarding Operations

Analyst, Onboarding Operations page is loaded## Analyst, Onboarding Operations locations:
Mumbai posted on:
Posted Todayjob requisition :
R-03902# Business Unit:

Global Operations# # Reporting To:

Director, Global Fund Services# #

Shift: 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 90-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.

For more information, please visit .#

Job Description:

** Role Summary
** This position oversees the account opening process for the Accounting Book of Record (ABOR), Investment Book of Record (IBOR), and supporting the implementation of Russell's global investment and execution strategies in equities, fixed income, pooled vehicles, ETFs, FX, and derivatives. Working closely with stakeholders across Russell's business lines, portfolio management, legal, operations and risk teams, this role ensures timely execution of the onboarding process.

Responsibilities include managing onboarding documentation, coordinating with vendors, custodians, and trading counter parties to extract critical information, and facilitating successful client account launches.
** Years of Experience
** A minimum of 1 year of previous experience in the financial services industry or a project management function.
** Qualifications*
* • Bachelor's degree in finance, economics, or business administration.
• Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies.
• Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize, manage expectations when required and complete multiple assignments and onboarding projects under short deadlines.
• Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success.
• Demonstrates initiative by taking charge of tasks and projects without needing constant supervision. Identifies opportunities for improvement and acts on them independently.
• Excellent communication skills, understanding how to tailor communication style to the situation at hand.
** Responsibilities
* ** Project manage and lead the end-to-end process of setting up new accounts to ensure seamless operational readiness.
* Assist internal stakeholders across business lines to implement new client trading strategies, including analyzing data from clients, internal systems, custodians, counter parties and vendors to facilitate accurate portfolio setup in internal systems.
* Identify, escalate, mitigate, and resolve operational risks effectively and collaboratively.
* Ensure that all necessary documentation and information are accurately communicated and received by all parties involved.
* Work with counter parties to establish derivative clearing accounts for trading…