Analyst - Asset Allocation
Company: EDWARD JONES
Posted on: January 25, 2023
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.
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 Wealth Management Advice and
The Wealth Management Advice and Solutions 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.
- Responsible for developing robust multi-asset frameworks and
recommendations, including strategic and opportunistic asset class
positioning used in firm-wide portfolio guidance and discretionary
- 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
- 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
- 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
- Proficiency in spreadsheets, databases, and other software
programs (Morningstar Direct, Bloomberg, FactSet, Microsoft Office,
- Chartered Financial Analyst (CFA) or actively pursuing CFA
designation consistent with department policy.
- Series 7/66 required within 6 months of hire, consistent with
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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. 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
Keywords: EDWARD JONES, Columbia , Analyst - Asset Allocation, Accounting, Auditing , California, Missouri
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