About this role
Senior Analyst- Asset Allocation, Wealth Management Advice & Solutions
Opportunity Overview: The Investment Management Department is a core part of Edward Jones' Wealth Management and Field Management Division, advancing the firm's mission of deeply serving clients by equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, the Asset Allocation Team plays a central role in shaping the firm's investment strategy through the development of capital market assumptions, strategic asset allocation policy, tactical asset allocation decisions, and multi-asset portfolio positioning frameworks.
This is a high-impact opportunity to join a collaborative and forward-looking team at the forefront of the firm's investment strategy. In this role, you will directly influence the strategic and tactical positioning of the firm's suite of model portfolios while helping shape asset allocation frameworks across multiple investment programs and business segments. You will help develop the analytical frameworks, quantitative foundations, and investment disciplines that underpin the portfolio management framework across the organization. Through robust modeling, disciplined investment analysis, factor-based frameworks, and evidence-based decision-making, you will help evolve the firm's asset allocation capabilities and evaluate, prioritize, and recommend new asset classes, investment strategies, and sources of return that align with Edward Jones' long-term business strategy and investment philosophy. Success in this role will be measured by the quality of the investment frameworks, capital market assumptions, and asset allocation decisions that support portfolio outcomes across the firm's investment programs.
Position Requirements: • Bachelor's degree required; advanced degree or CFA designation (or progress toward completion) required. • 10+ years of experience in asset allocation, multi-asset investing, investment strategy, or quantitative investing, ideally in a portfolio management capacity. • Deep understanding of capital markets, asset allocation methodologies, factor investing, portfolio theory, and the macroeconomic drivers of asset class returns. • Demonstrated experience developing or enhancing an investment philosophy and process, capital market assumptions, asset allocation models, and investment decision frameworks. • Extensive quantitative modeling experience, including statistical analysis, forecasting techniques, scenario analysis, probability-weighted decision frameworks, asset allocation model development, and portfolio optimization techniques. • Familiarity with the responsible use of AI and advanced analytics tools to enhance investment research, improve efficiency, and strengthen investment decision-making preferred. • Series 7 and Series 66 licenses required, or the ability to obtain within six months of hire.
Company Description: 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.
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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and 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
EEO Statement: 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.
Salary Information: 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.