Talent.com
No longer accepting applications
Senior Asset Allocation Strategist

Senior Asset Allocation Strategist

Russell InvestmentsSeattle, 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
    • Promoted
    Pricing Strategist Director United States - Remote

    Pricing Strategist Director United States - Remote

    DemandbaseSeattle, 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 moreLast updated: 30+ days ago
    • Promoted
    Senior Transaction Manager, Global Realty

    Senior Transaction Manager, Global Realty

    AmazonBellevue, 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 moreLast updated: 6 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 StaffingSeattle, 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 moreLast updated: 1 day ago
    • Promoted
    Senior Economist, Selling Partner Growth

    Senior Economist, Selling Partner Growth

    National Association for Business EconomicsSeattle, 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 moreLast updated: 30+ days ago
    • Promoted
    Senior AI Monetization Strategy Analyst

    Senior AI Monetization Strategy Analyst

    Washington StaffingRedmond, 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 moreLast updated: 1 day ago
    • Promoted
    Senior Global Portfolio Strategist, GREF Global Portfolio Strategy & Planning

    Senior Global Portfolio Strategist, GREF Global Portfolio Strategy & Planning

    AmazonSeattle, 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 moreLast updated: 7 days ago
    • Promoted
    • New!
    Right-of-Way Allocation Supervisor (Strategic Advisor 2, Property & Facility Management)

    Right-of-Way Allocation Supervisor (Strategic Advisor 2, Property & Facility Management)

    Government JobsSeattle, WA, US
    Full-time
    Right-of-Way Allocation Supervisor.Join us in shaping Seattle's streets! At the Seattle Department of Transportation (SDOT), we don't just move peoplewe connect communities, build safer streets, an...Show moreLast updated: 19 hours ago
    • Promoted
    • New!
    Actuary, Auto and Home Planning

    Actuary, Auto and Home Planning

    Liberty Mutual InsuranceSeattle, WA, United States
    Full-time
    The Auto & Home Planning Teams within US Retail Markets (USRM) Risk Analytics (RA) are both seeking an Actuary! We have two exciting opportunities, one aligned to Auto and one aligned to Home.Our t...Show moreLast updated: 13 hours ago
    • Promoted
    Senior Transmission Settlement Analyst

    Senior Transmission Settlement Analyst

    Washington StaffingBellevue, WA, US
    Full-time
    Senior Transmission Settlement Analyst.Puget Sound Energy is looking to grow our community with top talented individuals like you! With our rapidly growing, award winning energy efficiency programs...Show moreLast updated: 1 day ago
    • Promoted
    Senior Account Supervisor, Social Strategist

    Senior Account Supervisor, Social Strategist

    Daniel J Edelman HoldingsSeattle, WA, US
    Full-time
    Senior Account Supervisor, Social Strategy.Assembly is an integrated agency providing purpose-built communications to Microsoft bringing strategy, creative, research, social and digital, and influ...Show moreLast updated: 26 days ago
    • Promoted
    Sr. Analyst, EnergySeattle, Washington, United States

    Sr. Analyst, EnergySeattle, Washington, United States

    PitchBook DataSeattle, 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 moreLast updated: 30+ days ago
    • Promoted
    Strategic Sourcing Specialist, Senior

    Strategic Sourcing Specialist, Senior

    Washington StaffingSeattle, 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 moreLast updated: 1 day ago
    • Promoted
    Principal Ambassador Strategist - Fandom

    Principal Ambassador Strategist - Fandom

    Washington StaffingRedmond, 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 moreLast updated: 1 day ago
    • Promoted
    Asset Manager Bellevue, WA

    Asset Manager Bellevue, WA

    American Capital GroupBellevue, 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 moreLast updated: 30+ days ago
    • Promoted
    Senior Growth Analytics & Investment Planning Manager

    Senior Growth Analytics & Investment Planning Manager

    Expedia GroupSeattle, WA, US
    Full-time
    Senior Growth Analytics & Investment Planning Manager.Expedia Group brands power global travel for everyone, everywhere.We design cutting-edge tech to make travel smoother and more memorable, and w...Show moreLast updated: 30+ days ago
    Sales Strategist

    Sales Strategist

    The Max Spencer Co.Everett, WA, US
    Full-time
    Quick Apply
    Are you prepared to elevate your sales career?.Our company is thriving, celebrated as a Top Company Culture for two consecutive years and endorsed by Forbes. We've maintained a consistent presence o...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Brand Strategist, Amazon Devices Brand Studio

    Senior Brand Strategist, Amazon Devices Brand Studio

    AmazonSeattle, 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 moreLast updated: 30+ days ago
    • Promoted
    Principal Ambassador Strategist - Fandom

    Principal Ambassador Strategist - Fandom

    MicrosoftRedmond, 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 moreLast updated: 6 days ago