Graduate Trainee (Apprentice), Performance & Reporting

The Russell Investments interview process typically starts with a timed online aptitude test covering quantitative, logical and verbal reasoning. Shortlisted candidates face a technical interview focusing on Python basics, SQL queries, and fundamental finance concepts, followed by an HR round that assesses cultural fit, communication skills, and motivation. Preparation should include mock tests, Python data‑manipulation exercises, and reviewing basic investment terminology.

Russell Investments promotes a merit‑based, inclusive environment where learning and innovation are encouraged. Employees benefit from global exposure, structured mentorship, and a balanced work‑life schedule, especially with the EMEA shift that respects personal time. Growth opportunities are abundant, with clear career ladders and regular upskilling programs.

• Bachelor’s degree in Finance, Commerce, Computer Science, Engineering or related field (2025 batch). • Minimum 60% aggregate (or equivalent CGPA). • No active backlogs at the time of joining. • Must not be self‑employed, enrolled in other government‑funded programmes, or practicing professionally. • Not registered on EPF/ESIC portal. • Education must be from an Indian university (no foreign degrees). • Aadhaar must be seeded with personal mobile number and email address. • Must be an Indian citizen or OCI holder.

Round 1: Online Aptitude & Logical Reasoning Test → Round 2: Technical Interview (Python, SQL, Finance concepts) → Round 3: HR Interview (fitment, communication, motivation)

Russell Investments is a globally recognized outsourced financial partner and investment solutions firm with a 90‑year legacy of innovation. Headquartered in Seattle, the firm serves institutional investors, financial intermediaries, and individual investors across more than 30 countries. With $962 billion in assets under advisement and $376.9 billion in assets under management as of December 2025, Russell Investments consistently ranks among the top consultants in the P&I survey (2024). The Mumbai office, launched in June 2023, operates from Goregaon (East) and acts as a strategic hub for serving EMEA and APAC clients, offering a unique blend of global exposure and local impact. The Graduate Trainee – Performance & Reporting apprenticeship is a 12‑month structured program designed to bridge academic knowledge with real‑world finance and data‑analytics experience. Trainees will work closely with the Associate Director, Mumbai Performance, Reporting & Reconciliation, and will be part of a high‑performing team that measures, analyses, and reports investment performance for a diverse client base. The role offers hands‑on involvement in portfolio return calculations, attribution analysis, client reporting, and data reconciliation, while also encouraging automation and digital transformation using Python, SQL, and Power BI. **Key Responsibilities** 1. Calculate and validate portfolio and benchmark performance returns. 2. Analyse investment performance to identify key drivers and anomalies. 3. Produce and deliver periodic client performance reports. 4. Reconcile data across accounting, performance, and reporting platforms. 5. Investigate and resolve performance and data exceptions. 6. Support client inquiries related to performance results. 7. Develop automated reporting solutions and dashboards using Python and Power BI. 8. Perform data quality checks and suggest process improvements. 9. Collaborate on analytics and operational projects with cross‑functional teams. 10. Document procedures and maintain regulatory compliance. **Tech Stack & Tools**: Basic Python for data manipulation and automation, SQL for database queries, Power BI for visualisation, advanced Excel, and exposure to version‑control tools. **Growth Path**: Successful apprentices can transition to full‑time Analyst roles within the Performance & Reporting team, with clear pathways to Senior Analyst, Team Lead, and eventually Manager positions. Continuous learning opportunities include certifications in data analytics, financial modelling, and advanced Python. **Why Join Russell Investments?** The firm offers a collaborative, inclusive culture that values innovation and professional development. Trainees gain exposure to global investment processes, work on real client deliverables, and receive mentorship from seasoned professionals. The Mumbai office’s focus on digital transformation ensures that you will be at the forefront of applying cutting‑edge technology to finance, setting a strong foundation for a rewarding career in asset management.