Multi-Asset Senior Portfolio Manager, Model Team

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

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)

Remote

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

Country

United States

Search Headquarters Positions by Area of Interest

Client Services & Operations, Investment Products and Strategy

Position Requirements

Qualifications Required in the Job:

• 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
• 5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred
• Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management
• Solid knowledge of various types of investments, asset classes, and markets
• Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles)
• Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
• 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 Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards)
• Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
• 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 (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 begi