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 WMAS, the Advice & Guidance group can be viewed as the "investment engine", encompassing asset allocation, portfolio construction and optimization, manager research, securities research, and other investment-related functions. The Investment Risk Group partners closely with investment teams in Advice & Guidance on portfolio construction, optimization, and investment risk oversight for our Advisory model portfolios, discretionary client accounts, Bridge Builder mutual funds, sub-adviser funds, Asset Allocation models, and other investment processes. As an Investment Risk Analyst, you will be called upon to leverage your industry, analytical, and communications skills to provide risk oversight for portfolio construction, optimization design, and risk monitoring for Advisory models, mutual funds, SMAs, and client accounts.

You will be joining a team of incredibly talented associates who drive for results, with tenure ranging from years to decades, dedicated to personal development, inclusion, and diversity.

Responsibility Summary:

• Support active research and portfolio construction analysis to align Advisory multi-asset class models, Bridge Builder funds, asset allocation models, and SMA equity portfolios to investment objectives and investment risk framework.
• Assist investment risk managers to oversee portfolio construction and risk monitoring for Advisory multi-asset class model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios to ensure alignment with investment objectives and risk framework.
• Support research and enhance risk framework and portfolio optimization configuration for post optimization review to ensure alignment of advisory client accounts to investment objectives and risk parameters.
• Monitoring and support derivative risk management program for Bridge Builder mutual funds and sub advisers in accordance with SEC 18f-4 Rule.
• Responsible for data analysis, production, and enhancements to investment and optimization risk dashboards and reports.
• Support active derivative risk research and oversight for Advisory research models, Bridge Builder mutual funds and sub advisers, and client accounts as needed.
• Collaborate with investment risk managers to prepare and present portfolio construction research and risk recommendations to leadership for approval.
• 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.
• Deliver effective written and verbal communication of portfolio risk analysis and recommendation to investment team members and stakeholders as needed.

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $84100
Hiring Maximum: $143100

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Skills/Requirements

Position Requirements:

• Bachelor's degree in Finance, Economics, Mathematics, Engineering, or other quantitative subjects. Graduate degree in quantitative discipline or MBA preferred.
• Minimum 2 to 3 years' experience in portfolio construction, portfolio optimization, or investment risk management, or 3 to 5 years' experience in investment management 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, FactSet, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, etc.)
• Minimum Years of Experience Required
• Minimum 2 to 3 years' experience in portfolio construction, portfolio optimization, or investment risk management, or 3 to 5 years' experience in investment management preferred.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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