Business Unit:

Investment Division

Salary Range:

$120,000 USD - $174,000 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.

Job Description:

As a valued member of the Private Markets Research team, this position plays a critical role in Russell Investments’ investment manager evaluation and portfolio management processes. The research team is responsible for evaluating, ranking, and recommending investment strategies managed by external asset managers, supporting key investment decisions across the firm’s discretionary funds and institutional client portfolios. The Senior Research Analyst will contribute directly to investment performance by identifying high-quality investment strategies, offering thoughtful insights, and partnering closely with internal portfolio managers and other stakeholders across the Investment Division. 

This is a high-impact role where your work will shape global investment outcomes and inform some of the most important decisions made on behalf of our clients. We are looking for an experienced professional who brings analytical strength, collaborative spirit, and clear communication skills—someone who thrives in a dynamic environment and is motivated by both independent research and teamwork. Success in this role means applying sound judgment, curiosity, and critical thinking to help us deliver strong, long-term results. 

The purpose of this position is to analyze private markets managers, with a strong preference/emphasis on private equity strategies (buyout, growth equity, venture, secondaries, etc.) and real assets (unlisted infrastructure, natural resources, secondaries, etc.) to make specific recommendations to Russell's fiduciary and global advisory clients.  Although Russell's manager research process is conducted in a team-oriented environment, it is essential that experienced analysts take individual accountability for the final ranking decision on private investment managers for which they are responsible.  The senior research analyst at this level will be "rank owner" for a set of managers with a significant level of impact on the success of Russell's overall research effort. 

 

Your Core Responsibilities: 

• Responsible for maintaining deep and rich buy lists of candidate managers for Russell portfolio managers. 

• Develop relationships with third party marketers and industry participants for idea generation 

• Set up and participate in research meetings and calls with high interest candidate managers, and capture findings in database 

• Attend manager and industry conferences in an effort to establish relationships, monitor select managers and generate investment ideas 

• Perform market research for the purposes of helping identify potential environments for investment purposes 

• Mentoring Research Analysts and providing guidance on the analysis being done 

• Document outcomes of manager meetings 

• Leads manager meetings (as directed by supervisor) 

• Prepares analysis to support documentation of manager meeting 

• Prepare Sounding Board documents 

• Set up and participate in regular and ad hoc calls with managers for the purposes of monitoring activities and current views regarding the markets in which they are invested 

• Act as a Private Investments expert for Russell's client service, funds management, media relations, and consulting efforts 

 

Your Expertise: 

• BA or BS Finance, Accounting, Economics or related discipline, CFA, CAIA certification preferred  

• 5-10+ years in private markets experience in the investment management industry

• Proven analytical, technical, and systems skills 

• Proven ability to explain complex investment topics orally and in writing 

• Self-starter and able to demonstrate initiative  

• Demonstrated ability to understand and use financial theory and tools 

• Demonstrated ability to think independently and to make an investment case   

• Integrity and Trust: Credible and confident with the ability to persuade and execute. Honest and accountable for follow through and accuracy.  

• Leadership: Models self-leadership and strong interpersonal, networking, and communication skills  

• Drive for Results: Sets high standards and pushes self and others to perform - strong drive and tenacity  

• Client Focus: Strong client orientation and capacity to proactively establish and maintain effective relationships.  Is dedicated to listening, recognizing, and responding to needs. Innovative, flexible, agile, pragmatic, dynamic and committed to excellence   

• Critical Thinking: Explores all sources of information.  Provides honest analysis and effective, timely, decisions 

• Communication: Strong ability to communicate and facilitate decisions and execution both verbally and in writing 

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 Opportunity 

Russell 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 which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), 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.