Talent.com
Senior Asset Allocation Strategist
Senior Asset Allocation StrategistRussell Investments • Seattle, WA, US
No longer accepting applications
Senior Asset Allocation Strategist

Senior Asset Allocation Strategist

Russell Investments • Seattle, WA, US
6 days ago
Job type
  • Full-time
Job description

Investment Solutions Professional

Russell Investments is seeking a highly skilled professional to develop multi-asset investment solutions with an emphasis on modeling multi-period asset allocation modeling supporting lifecycle and tax-managed solutions. 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 product design.

Your Core Responsibilities :

  • Design and development of multi-asset solutions with a focus on lifecycle finance and tax managed solutions.
  • Research and consult on investment approaches for single asset classes, translating these needs into objectives and solutions.
  • Collaborate with clients to understand their needs. Use this information to design solutions, ensuring components work together to fulfill client objectives.
  • Provide thought leadership
  • Conduct practical research on topics such as tax managed strategies, optimal asset location, longevity risk and optimal withdrawal strategies to guide product development.
  • Publish research that positions Russell Investments as a thought leader in the industry.
  • Represent Russell Investments at client events and industry conferences to enhance the company's thought leadership profile.
  • Support portfolio construction tools
  • Take a lead role in the design, technical specification and development of portfolio construction approaches and tools.
  • Contribute to coding and modeling of client solutions and proposal creation.
  • Collaborate with go-to-market teams and IT on the build-out of advisor tools.
  • 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 :

  • 5-7 years of experience in a capital markets finance role.
  • Proficiency in running quantitative analyses in object-oriented programming languages (e.g., C++ / C# and Python).
  • Strong understanding of object-oriented programming and ability to construct models.
  • Familiarity with optimization-based and Monte Carlo approaches to asset allocation analysis.
  • Ability to think clearly about complex problems and find pragmatic solutions.
  • Solid foundation in capital markets finance.
  • 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 to audiences with varied technical backgrounds, including team members, sales organization members, and advisors.
  • Strong and effective writing skills.
  • 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.

    Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender, 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.

    Create a job alert for this search

    Senior Strategist • Seattle, WA, US

    Related jobs
    Pricing Strategist Director United States - Remote

    Pricing Strategist Director United States - Remote

    Demandbase • Seattle, WA, United States
    Remote
    Full-time
    Demandbase is the leading account-based GTM platform for B2B enterprises to identify and target the right customers, at the right time, with the right message. With a unified view of intent data, AI...Show more
    Last updated: 30+ days ago • Promoted
    Senior Transaction Manager, Global Realty

    Senior Transaction Manager, Global Realty

    Amazon • Bellevue, WA, US
    Full-time +1
    Amazon operates a world-class network of large, technologically advanced fulfillment centers across North America.The North American Operations (NA Ops) Real Estate Team is responsible for acquisit...Show more
    Last updated: 6 days ago • Promoted
    Sr. Regional Manager, Schwab Wealth Advisory

    Sr. Regional Manager, Schwab Wealth Advisory

    Charles Schwab • BELLEVUE, WA, United States
    Full-time
    Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discreti...Show more
    Last updated: 30+ days ago • Promoted
    EY-Parthenon - Strategy and Execution - Corporate Real Estate - Director - Capital Projects

    EY-Parthenon - Strategy and Execution - Corporate Real Estate - Director - Capital Projects

    Washington Staffing • Seattle, WA, US
    Full-time
    EY-Parthenon's Strategy And Execution Corporate Real Estate Capital Projects.Location : Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Houston, Los Angeles, McLean, New York, Philadelphia, San ...Show more
    Last updated: 2 days ago • Promoted
    Senior Economist, Selling Partner Growth

    Senior Economist, Selling Partner Growth

    National Association for Business Economics • Seattle, WA, United States
    Full-time
    Join us in the evolution of Amazon’s Seller business! The Selling Partner Growth organization is the growth and development engine for our Store. Partnering with business, product, and engineering, ...Show more
    Last updated: 30+ days ago • Promoted
    VP, Strategic Planning

    VP, Strategic Planning

    Synchrony • Seattle, WA, United States
    Full-time
    Synchrony is hiring a VP, Strategy to support Strategy leadership and business executives in tackling some of the biggest questions facing the firm and the industry. Today, Synchrony is a premier fi...Show more
    Last updated: 1 day ago • Promoted
    Principal Ambassador Strategist - Fandom

    Principal Ambassador Strategist - Fandom

    Georgia Staffing • Redmond, WA, US
    Full-time
    Principal Ambassador Strategist - Fandom.The Creator & Fandom team is building a new frontier of community-driven content for Microsoft's commercial brands. As a Principal Ambassador Strategist - Fa...Show more
    Last updated: 2 days ago • Promoted
    Senior AI Monetization Strategy Analyst

    Senior AI Monetization Strategy Analyst

    Washington Staffing • Redmond, WA, US
    Full-time
    Senior AI Monetization Strategy Analyst.The Microsoft AI Monetization team plays a pivotal role in shaping how Microsoft generates value from its AI innovations, particularly through products like ...Show more
    Last updated: 2 days ago • Promoted
    Property Management Lead

    Property Management Lead

    Target • Seattle, WA, US
    Full-time
    Pay is based on several factors which vary based on position.These include labor markets and in some instances may include education, work experience and certifications. In addition to your pay, Tar...Show more
    Last updated: 30+ days ago • Promoted
    Senior Global Portfolio Strategist, GREF Global Portfolio Strategy & Planning

    Senior Global Portfolio Strategist, GREF Global Portfolio Strategy & Planning

    Amazon • Seattle, WA, US
    Full-time
    Global Real Estate And Facilities Leader.The Global Real Estate and Facilities (GREF) organization is looking for a strategic and results-driven leader to lead and execute high-impact initiatives f...Show more
    Last updated: 7 days ago • Promoted
    Sr. Regional Manager, Schwab Wealth Advisory

    Sr. Regional Manager, Schwab Wealth Advisory

    Washington Staffing • Bellevue, WA, US
    Full-time
    Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations, and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based, and non-discre...Show more
    Last updated: 2 days ago • Promoted
    Sr. Analyst, EnergySeattle, Washington, United States

    Sr. Analyst, EnergySeattle, Washington, United States

    PitchBook Data • Seattle, WA, US
    Full-time
    At PitchBook, we are always looking forward.We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energ...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Sourcing Specialist, Senior

    Strategic Sourcing Specialist, Senior

    Washington Staffing • Seattle, WA, US
    Full-time
    Requires working knowledge in Purchased Services, specifically non-clinical.Assists in developing sourcing strategies and directing divisional team, suppliers and internal stakeholders to achieve c...Show more
    Last updated: 2 days ago • Promoted
    Asset Manager Bellevue, WA

    Asset Manager Bellevue, WA

    American Capital Group • Bellevue, WA, US
    Full-time
    Founded in Bellevue, Washington in 1986, American Capital Group stands proud as a family-owned leader in real estate development. With over three decades of dedicated service, our expertise shines i...Show more
    Last updated: 30+ days ago • Promoted
    Manager or Senior Manager, Asset Management

    Manager or Senior Manager, Asset Management

    Washington Staffing • Seattle, WA, US
    Full-time
    KPMG Business Tax Services Manager / Senior Manager.At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that e...Show more
    Last updated: 2 days ago • Promoted
    Senior Brand Strategist, Amazon Devices Brand Studio

    Senior Brand Strategist, Amazon Devices Brand Studio

    Amazon • Seattle, WA, US
    Full-time
    The Devices and Services Brand Studio is looking for a dynamic, multifaceted brand builder and storyteller to join Amazon as a Senior Brand Strategist. A creative and incisive thinker, this individu...Show more
    Last updated: 30+ days ago • Promoted
    Principal Ambassador Strategist - Fandom

    Principal Ambassador Strategist - Fandom

    Microsoft • Redmond, WA, US
    Full-time
    Principal Ambassador Strategist - Fandom.The Creator & Fandom team is building a new frontier of community-driven content for Microsofts commercial brands. As a Principal Ambassador Strategist - Fan...Show more
    Last updated: 7 days ago • Promoted
    Client Growth & Adoption Director Housing -Real Estate & Mortgage-

    Client Growth & Adoption Director Housing -Real Estate & Mortgage-

    Evocalize, Inc. • Seattle, WA, US
    Full-time
    Evocalize powers the performance marketing infrastructure behind many of the world’s largest real estate and mortgage brands. Our patented Collaborative Marketing Platform enables Real Estate ...Show more
    Last updated: 30+ days ago • Promoted