Analyst, Onboarding Operations

Russell Investment Group

Mumbai, India
On-site
Account opening for abor and ibor
Implement global investment strategies
Manage onboarding documentation
This position oversees the account opening process for the Accounting Book of Record (ABOR) and Investment Book of Record (IBOR), supporting the implementation of Russell's global investment and execution strategies

Job Summary

  • This position oversees the account opening process for the Accounting Book of Record (ABOR) and Investment Book of Record (IBOR), supporting the implementation of Russell's global investment and execution strategies.
  • Responsibilities include managing onboarding documentation, coordinating with vendors, custodians, and trading counterparties, and facilitating successful client account launches.
  • The role requires project management of the end-to-end process of setting up new accounts to ensure seamless operational readiness and assisting internal stakeholders to implement new client trading strategies.

Matching Summary

This position oversees the account opening process for the Accounting Book of Record (ABOR) and Investment Book of Record (IBOR), supporting the implementation of Russell's global investment and execution strategies.

Skills & Requirements

Must-have

  • Account opening for ABOR and IBOR
  • Implement global investment strategies
  • Manage onboarding documentation
  • Coordinate with vendors and custodians
  • Facilitate client account launches
  • Establish derivative clearing accounts
  • Integrate sub-advisors into systems

Nice-to-have

  • Strong communication skills
  • Proactive problem-solving
  • Customer-focused culture
  • Continuous learning and improvement
  • Maintain confidentiality

Key Requirements

  • Minimum 1 year of financial services or project management experience
  • Bachelor's degree in finance, economics, or business administration
  • Organized, analytical, detail-oriented
  • Ability to prioritize and manage multiple assignments
  • Demonstrates initiative and takes charge of tasks

Work Rights

Not specified

Tailored Resume

Cover Letter