Aaron Malo
About Aaron Malo
Aaron Malo serves as an Institutional Rebalancing and Trading Analyst at Russell Investments, where he ensures accurate processing of cash flow instructions for US Institutional clients. He has a background in finance and has held various roles in investment analysis and advisory services.
Work at Russell Investments
Aaron Malo has served as an Institutional Rebalancing and Trading Analyst at Russell Investments since 2015. In this role, he is responsible for ensuring that cash flow instructions are received in good order and processed accurately and timely. He provides high-quality rebalancing and cash flow implementation services specifically tailored for Russell's US Institutional clients and the Investment Division. His work involves the creation and validation of rebalance activities and implementing transactions within associated systems.
Previous Experience in Financial Services
Prior to his current position, Aaron Malo worked as an Advisor Solutions Manager at CONCERT Advisor Services for four months in 2014. He also held the role of Investment Performance Analyst at Purcell Advisory Services, LLC from 2008 to 2014, where he gained valuable experience in investment performance analysis. These roles contributed to his expertise in financial services and institutional trading.
Education and Expertise
Aaron Malo studied Finance at Washington State University from 2004 to 2008, where he earned a degree in Business. His educational background provides a strong foundation for his analytical skills and understanding of financial markets. He completed his high school education at Stadium High School from 2000 to 2004.
Background in Financial Analysis
With a career spanning over a decade in the financial industry, Aaron Malo has developed a solid background in financial analysis and trading. His experience includes responsibilities related to cash flow management and rebalancing activities, which are critical for institutional investment strategies. His analytical skills are complemented by hands-on experience in various financial roles.