Institutional Sales Analyst

Russell Investments

Institutional Sales Analyst supporting North America Institutional business at Russell Investments. Contributing to the sales process by drafting materials, gathering data, and coordinating compliance.

Posted 5/1/2026full-timeNew York City • New York, Washington • 🇺🇸 United StatesJunior💰 $82,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Support the sales efforts of Russell Investments’ North America Institutional business
Contribute to every stage of the sales process by working closely with senior institutional sales professionals and other key stakeholders across the firm
Draft, review, and finalize sales materials
Gather and calculate performance and pricing data
Prepare background research
Identify and prioritize incoming requests and ensure urgent items are handled timely
Prepare and update sales presentations, pitch materials, and other documents used in client and prospect meetings
Coordinate compliance approval for all relevant deliverables
Research meeting attendees, client background, and relevant sales opportunities ahead of meetings
Gather performance data, fund/solution information, pricing details, and other investment-related tasks as required
Leverage technology to support the sales process through effective use and training of tools: CRM, Seismic, ZoomInfo etc
Work with colleagues across the business, including investment teams, performance & reporting, product, marketing, and compliance, to gather information and complete requests efficiently

Requirements

What you’ll need

Relevant bachelor's degree (Finance, Economic, Business Management, Communication, Marketing etc) preferred
At least one year of relevant experience with demonstrated knowledge of financial markets, investment industry, investment products, or other related financial area (exceptional graduates will be considered)
Ability to work under pressure and with conflicting deadlines
Strong administrative, analytical, quantitative and organizational skills
Self-starter and able to demonstrate initiative
Proficient in Microsoft suite - intermediate to advanced Excel skills (Vlookups, Pivot Tables) + Strong Microsoft PowerPoint skills

Benefits

Comp & perks

Annual performance bonus (subject to eligibility criteria)
Participation in competitive benefits programs including healthcare
Retirement
Vacation
Wellbeing programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial marketsinvestment industryinvestment productsanalytical skillsquantitative skillsorganizational skillsExcelPowerPointVlookupsPivot Tables

Soft Skills

administrative skillsability to work under pressureinitiativeself-starterstrong communication skillstime managementattention to detailcollaborationproblem-solvingprioritization