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1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.
From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $300 billion in client assets under care, representing 15% of the firm's total assets under care.
The Portfolio Solutions Team is seeking an Associate Analyst I/II to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
The Portfolio Solutions Team includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. The model teams are responsible for the management and oversight of all Advisory Solutions and Guided Solutions models. These include taxable and tax-sensitive, UMA, and the new personalized models in both Model Assistant and Portfolio Assistant. The Proprietary Funds Team is responsible for the management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions. The Edward Jones Advisory Program is approximately $300 billion dollars and growing. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets.
What you'll do…
• Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model trade implementation processes and risk controls, internal and external tool management, and analytics governance.
• Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, monitoring, and manager selection process.
• Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy.
• Work towards completion of the CFA program.
What you'll need…
• Finance or Accounting bachelor's degree and/or MBA preferred
• 2-4 years of working experience preferred.
• 1-2 years' experience in related field preferred
• CFA designation or Successful progress towards completion of the Chartered Financial Analyst (CFA) designation within 1 year of hire preferred.
• Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire.
• Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
• Experience with multi-asset portfolios, manager selection and/or fund management is a plus.
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis
Location: St. Louis, MO
Posted: Sept. 18, 2024, 9:41 a.m.
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