Associate Overlay Portfolio Manager

Edward Jones

3d•Hybrid

About The Position

Overlay Management serves advisors and clients by efficiently and expertly addressing their tax, risk, and customization needs through the coordinated management of investments across sleeves, accounts, and households. Applying seasoned judgment to orchestrate tailored outcomes from a complex web of client and model provider inputs, helps clients achieve goals and financial wellness, drives advisor efficiency, and makes a client and advisor’s relationship with Edward Jones irreplaceable. A primary focus for the Associate Overlay Portfolio Manager will be to assist the overlay portfolio management team in monitoring Separately Managed Accounts (SMA) strategy implementation. This includes using analytical tools to monitor performance and risk. The Associate Overlay Portfolio Manager will also work with the other members of the overlay portfolio management team to refine, develop, and assist in the daily implementation of overlay portfolio management processes including tax loss harvesting, equitization, and multi-year tax managed transitions.

Requirements

5+ years' industry experience
Bachelor's degree required
Strong written and verbal communication skills
Strong technology skills and learning agility with new technology
Ability to think critically and research/analyze data
Demonstrated organizational skills & attention to detail
Ability to work on multiple projects simultaneously

Nice To Haves

Experience applying data science or advanced analytics to business or operational decision-making
Programming experience in Python, particularly for analysis, automation, or process optimization
CFA designation or progress towards
Experience monitoring /evaluating investment management strategies

Responsibilities

Monitor performance of separate account composites relative to benchmarks as well as corresponding institutional composites.
Analyze performance attribution reports on separate account strategies to identify key factors affecting performance.
Participate in and lead calls with sub-advisor trading and portfolio management teams to onboard new strategies and address model communication issues with existing strategies.
Assist other overlay portfolio managers with active tax loss harvesting process, account equitization, and multi-year tax managed transitions.