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At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.
To ensure a personal client experience, we have located our 15,000
branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.
Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help U.
S.
and Canada branch teams deliver an ideal client experience.
We continue to grow to meet the needs of long-term individual investors.
Responsibility
Summary:
Conduct active research and portfolio optimization design including objective functions, risk constraints, reference benchmarks, and investment universe to align client accounts to investment goals and objectives.
Oversee portfolio construction and optimization for Advisory models and home office discretionary accounts to ensure alignment with investment objectives and risk framework.
Research and enhance portfolio optimization configuration and investment risk framework for post optimization review to ensure alignment of client accounts to investment goals and risk parameters.
Collaborate with team lead(s) to prepare and present portfolio optimization strategy recommendations to senior leadership for approval.
Deliver effective written and verbal communication of portfolio optimization guidance and optimization analysis to investment stakeholders and leadership as needed.
Collaborate and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm’s long-term strategy.
Implement and enhance risk framework and monitoring for Advisory model portfolios and advisory accounts using Aladdin Wealth platform, as needed.
Qualifications Required in the Job:
Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or other quantitative subjects.
Graduate degree in quantitative discipline or MBA preferred.
Demonstrated strong interest in investment risk, portfolio optimization and portfolio construction.
Achieved or actively pursuing FRM and/or CFA designation(s).
Series 7/66 required or attainable within six months of hire.
Proficiency in spreadsheets, databases, programming, and investment risk platforms (Microsoft Office, R, Python, Tableau, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, etc.
)Minimum Years of Experience RequiredMinimum of 5 years’ experience in portfolio construction, portfolio optimization, or investment risk management, or 7 years’ experience in investment management preferred.
Depth of knowledge of principles and practicesStrong knowledge of various types of investments, asset classes, and capital markets.
Strong understanding of and ability to manage multi-asset portfolio investment risk and/or optimization platform on a day-to-day basis.
3 to 5 years’ experience with multi-factor risk models i.
e.
, Aladdin, MSCI, Axioma, etc.
Strong knowledge of portfolio construction, portfolio optimization, and/or portfolio risk management.
3 to 5 years’ experience with portfolio optimization platforms i.
e.
, Axioma, MSCI, Aladdin, etc.
Strong knowledge of measurement and evaluation techniques for a broad array of investment risks, including market, multi-factor, liquidity, and concentration risks.
Experience with Aladdin Wealth and/or client account management platform.
Strong analytical skills and service focus.
Understanding of Edward Jones investment philosophy, business model and culture.
Strong interpersonal skills are necessary to communicate ideas and research to investment stakeholders, internal departments, and other areas of the firm.
Problem Solving:
Strong critical thinking skills required.
Ability to solve complex, non-routine problems.
Strong thought leadership and strategic thinking.
Strong ability to communicate complex concepts in simple terms and to link quantitative insight with business logic and intuition.
2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No.
20 on the list.
From FORTUNE 2021 FORTUNE Media IP Limited.
All rights reserved.
Used under license.
FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license.
FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.
S.
businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign.
All Rights Reserved2021 Training Top 100 list – Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.
D.
Power, 2021 Edward Jones has ranked highest in Employee Advisor Satisfaction among Financial Investment Firms in the J.
D.
Power 2021 U.
S.
Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.
D.
Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm.
Visit jdpower.
com/awards for more information.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.
The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary:
$90628 – $154313Category:
Headquarters.
Estimated Salary: $20 to $28 per hour based on qualifications.
To ensure a personal client experience, we have located our 15,000
branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.
Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help U.
S.
and Canada branch teams deliver an ideal client experience.
We continue to grow to meet the needs of long-term individual investors.
Responsibility
Summary:
Conduct active research and portfolio optimization design including objective functions, risk constraints, reference benchmarks, and investment universe to align client accounts to investment goals and objectives.
Oversee portfolio construction and optimization for Advisory models and home office discretionary accounts to ensure alignment with investment objectives and risk framework.
Research and enhance portfolio optimization configuration and investment risk framework for post optimization review to ensure alignment of client accounts to investment goals and risk parameters.
Collaborate with team lead(s) to prepare and present portfolio optimization strategy recommendations to senior leadership for approval.
Deliver effective written and verbal communication of portfolio optimization guidance and optimization analysis to investment stakeholders and leadership as needed.
Collaborate and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm’s long-term strategy.
Implement and enhance risk framework and monitoring for Advisory model portfolios and advisory accounts using Aladdin Wealth platform, as needed.
Qualifications Required in the Job:
Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or other quantitative subjects.
Graduate degree in quantitative discipline or MBA preferred.
Demonstrated strong interest in investment risk, portfolio optimization and portfolio construction.
Achieved or actively pursuing FRM and/or CFA designation(s).
Series 7/66 required or attainable within six months of hire.
Proficiency in spreadsheets, databases, programming, and investment risk platforms (Microsoft Office, R, Python, Tableau, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, etc.
)Minimum Years of Experience RequiredMinimum of 5 years’ experience in portfolio construction, portfolio optimization, or investment risk management, or 7 years’ experience in investment management preferred.
Depth of knowledge of principles and practicesStrong knowledge of various types of investments, asset classes, and capital markets.
Strong understanding of and ability to manage multi-asset portfolio investment risk and/or optimization platform on a day-to-day basis.
3 to 5 years’ experience with multi-factor risk models i.
e.
, Aladdin, MSCI, Axioma, etc.
Strong knowledge of portfolio construction, portfolio optimization, and/or portfolio risk management.
3 to 5 years’ experience with portfolio optimization platforms i.
e.
, Axioma, MSCI, Aladdin, etc.
Strong knowledge of measurement and evaluation techniques for a broad array of investment risks, including market, multi-factor, liquidity, and concentration risks.
Experience with Aladdin Wealth and/or client account management platform.
Strong analytical skills and service focus.
Understanding of Edward Jones investment philosophy, business model and culture.
Strong interpersonal skills are necessary to communicate ideas and research to investment stakeholders, internal departments, and other areas of the firm.
Problem Solving:
Strong critical thinking skills required.
Ability to solve complex, non-routine problems.
Strong thought leadership and strategic thinking.
Strong ability to communicate complex concepts in simple terms and to link quantitative insight with business logic and intuition.
2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No.
20 on the list.
From FORTUNE 2021 FORTUNE Media IP Limited.
All rights reserved.
Used under license.
FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license.
FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.
S.
businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
From The Human Rights Campaign.
All Rights Reserved2021 Training Top 100 list – Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on this prestigious list.
J.
D.
Power, 2021 Edward Jones has ranked highest in Employee Advisor Satisfaction among Financial Investment Firms in the J.
D.
Power 2021 U.
S.
Financial Advisor Satisfaction Study.
Edward Jones received the highest score among employee advisors in the J.
D.
Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm.
Visit jdpower.
com/awards for more information.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.
Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.
The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Salary:
$90628 – $154313Category:
Headquarters.
Estimated Salary: $20 to $28 per hour based on qualifications.
