Portfolio Manager - Investment Advisory

Position Type

Home Office

Position Schedule

Full-Time

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.

Posting Location

Missouri, St. Louis, Arizona, Tempe

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. 

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.
 

External Flexible Work Option(s)

Hybrid

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

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

Position Requirements:

• Finance or Economics Bachelor's degree and/or MBA preferred
• CFA or actively pursuing CFA designation in accordance with firm policy.
• Series 7 and Series 66 required or attainable in accordance with firm policy
• 7+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred.
• Exceptional knowledge of fixed income and equity markets, strategies and managers. Additional knowledge of alternatives is a plus.
• Excellent knowledge of asset allocation implementation, portfolio construction, and portfolio risk management.
• Strong knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, and separate accounts.)
• Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, BlackRock Aladdin, etc.)
• Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems.
• Strong written and verbal communication skills for preparing and presenting research to FAs, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards).
• Ability to collaborate and work effectively in a team-based environment

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (