Investment Strategist / Delegated CIO

Russell Investments
17-08-2022    2022-00080   

Russell Investments
Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 85-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $2.8 trillion in assets under advisement (as of December 31, 2020) and $331.5 billion in assets under management (as of June 30, 2021) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 18 cities around the world, including in New York, London, Tokyo, Toronto and Shanghai. For more information, please visit www.russellinvestments.com.

Associate Director
The role involves working with existing Russell Investments’ clients or prospects in the design, implementation and maintenance of investment solutions using Russell Investments’ range of services. This includes the provision of strategic investment advice to institutional investors in Continental Europe, with a focus on the Benelux and DACH region, covering the full investment decision process: governance, strategic asset allocation, manager structure, selection and monitoring. It also involves finding implemented solutions for clients through the use of existing fund management products, or through the design of new fund management products. The Manager will interact extensively with other departments in the Company (including ID) to provide the investment solutions described above for the client. Ultimately the position is expected to contribute significantly to Russell Investments’ new business growth in the EMEA region. The Associate Director, Investment Strategy reports to the Director, Investment Strategy & Solutions (Jaap Hoek).

The responsibilities of the individual in this position include:
Overall Revenue Target

  • Actively supporting the Northern European team located in Amsterdam and Frankfurt to achieve its annual AUM and Net Revenue targets.

Fiduciary Client Servicing

  • Operating as the key fiduciary contact person for assigned institutional clients.
  • Responsible for strategic investment advice, solution development and cross selling.
  • Working with Investment Division, reporting and other teams in order to deliver the services in the most efficient and effective way.

Business Development

  • Playing an active role in the sales process in Northern Europe and supporting the institutional sales team in positioning Russell Investments as the lead Multi Asset/Fiduciary provider in the Benelux & DACH region.

Knowledge sharing & development

  • Continuing personal & professional development.
  • Maintaining an understanding of current themes and developments in the investment industry and sharing these with the team (regulation, new products and competition). • Writing articles in magazines, to position Russell Investments as one of the champion league Fiduciary players in the region.

The successful candidate will have extensive demonstrable skills and experiences including the following:

  • Previous relevant work experience / extensive hands-on experience in similar roles needed.
  • Fiduciary service and management experience needed.
  • Investment and risk management knowledge required.
  • The ability to communicate effectively and knowledgeably with both colleagues and prospective clients.
  • Highly polished communication (written and oral) and presentation skills
  • Close working knowledge of the practical needs and experiences of pensions, present and future, of the Benelux & DACH institutional marketplace.
  • Good knowledge and understanding of all major asset classes, with the ability to articulate investment processes knowledgeably and credibly.
  • Commitment to professional excellence and capable of exercising professional judgement.
  • Leads individuals and teams to objectives and drives results.
  • Inspires the highest levels of performance.
  • Is accessible, engaged and a positive force for change.
  • Uses a variety of approaches to gain cooperation, overcome barriers, or gains agreement for proposals and ideas.
  • Works through issues in a confident, positive way.
  • Find ways to encourage others to feel ownership of solutions; wins over clients and suppliers.
  • Uncovers and meets the needs of both the internal and external clients.
  • Maintains regular contact and builds strong working partnerships with clients and suppliers.
  • Acts with urgency and works hard to address client demands.
  • Effectively manages client expectations and delivers value-added service.
  • Anticipates and considers in advance the concerns and issues that are most important to others.
  • Plans actions to reach mutually satisfying agreements which are in Russell’s best interest.

The procedure
Russell Investments is guided in this recruitment procedure by Ingrid Reichmann, partner at Partners at Work. She will conduct the first interviews with potential candidates. Subsequently, the best suitable candidates are assigned to Russell. Based on this, a few candidates are invited for the sequel.

If you are interested in this job, upload your CV and motivation and click on the solliciteer button.

For more information please contact Ingrid Reichmann by phone 035 – 548 0760 or by email: i.reichmann@partnersatwork.nl

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