Sales operations analyst Jobs in Seattle, WA

Business Unit : Global Operations

Salary Range :

78,000 USD - $87,000 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 :

Every day, we seek to improve financial security for people. The Investments Operations team supports account opening, trade lifecycle management, reconciliation and reporting across equity, fixed income, listed and OTC derivatives and foreign exchange products globally. As a Senior Investment Operations Analyst, you will work closely with associates across Russell Investments including portfolio managers, analysts, and traders to deliver operational support for account opening, trade settlement, and maintenance of internal direct investing strategies, new product launches, and 3rd party assignments.

Your Core Responsibilities :

• Establishing credit to trade foreign exchange (FX) spot and forward transactions with counterparty banks
• Operational setup of FX accounts in our FX Accounts Database as well as on internal and 3rd-party platforms
• Assisting Portfolio Managers / Traders with implementing new client trading strategies. This includes analyzing data received from clients, internal systems, custodians, and vendors with an overarching objective of setting up the client's portfolio in our internal systems.
• Driving efficiencies in the onboarding processes across all instrument types
• Managing fund / client documentation including tax forms, prospectuses, investment management agreements, settlement instructions
• Working with FCM counterparties to establish derivative clearing accounts for trading instruments such as listed options, exchange-traded futures, and credit derivatives.
• Following the lifecycle of various FX and derivative products / assignments from account setup to trade affirmation / matching, variation margin / collateral and settlement
• Evaluating and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives
• Project manage the onboarding of new client wins, account changes and re-structuring for existing clients by partnering with go-to-market teams, Legal, Portfolio Management, Trading and other stakeholders involved in the onboarding process

Analysts are required to work periodic holidays and, on occasion, non-standard shifts when there are global business needs. Any holiday worked will be compensated with a float day to be used at the individual's preference.

Your Expertise :

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.