EDWARD JONES | Analyst – Asset Allocation | Saint Louis, MO | United States | BigDataKB.com | 2022/10/28

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Job Location: Saint Louis, MO

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.

The Wealth Management Advice Solutions Division 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.

Opportunity Overview

The Asset Allocation Team within Advice & Guidance (A&G) is seeking a talented and experienced Analyst to help drive investment recommendations, by utilizing and conducting both disciplined fundamental and quantitative analysis across a broad spectrum of asset classes In addition, this role will be instrumental in helping to strategically build out the firm’s asset allocation processes to further accelerate the firm’s journey to become the industry leader in human centered complete wealth management. This position is a part of the firm’s Client Strategies Group Division.

The Client Strategies Group Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm’s investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes, and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm’s goals of deeply serving clients and associates serve as the firm’s subject matter experts for their respective areas.

Key Responsibilities

  • Responsible for developing robust multi-asset frameworks and recommendations, including strategic and opportunistic asset class positioning used in firm-wide portfolio guidance and discretionary portfolio management.
  • Responsible for development of firm-wide capital market assumptions, long-term market expectations utilized in client tools and planning discussions.
  • Work in partnership with Investment Strategy, Portfolio Solutions, Research and other internal stakeholders and committees in making better informed decisions consistent with the firm’s long-term strategy.
  • Deliver effective written and verbal communication to financial advisors, clients, internal departments, firm leaders and investment professional contacts.
  • Bachelor’s degree required
  • Advanced degree in Business, Finance, Economics, Mathematics, Statistics or another relevant discipline preferred.
  • 5+ years’ experience as an investment analyst, preferably with asset allocation or multi-asset portfolio management experience.
  • Strong knowledge of asset allocation, including global economic issues and the impact on investments, as well as solid knowledge of various types of investments, asset classes, and markets.
  • Solid quantitative knowledge and proven success in applying such techniques used in building effective global, multi-asset, asset allocation models.
  • Familiarity of programming languages, including Python, R, SQL, and/or Matlab preferred.
  • Strong interpersonal, written and verbal communication skills for preparing and presenting research to financial advisors, clients, internal stakeholders, and investment management companies.
  • Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Bloomberg, FactSet, Microsoft Office, etc.)
  • Chartered Financial Analyst (CFA) or actively pursuing CFA designation consistent with department policy.
  • Series 7/66 required within 6 months of hire, consistent with department policy.
  • 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 Reserved
  • 2021 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: $106916 – $182047
Category: Headquarters




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