About The Position
The Senior Analyst will join Edward Jones' Investment Management Department, specifically the Asset Allocation Team, which develops capital market assumptions, strategic and tactical asset allocation decisions, and multi-asset portfolio positioning frameworks. The role helps shape the strategic and tactical positioning of the firm's model portfolios and asset allocation frameworks across investment programs and business segments. It develops the analytical frameworks, quantitative foundations, and investment disciplines used across the organization's portfolio management framework, using modeling, investment analysis, factor-based frameworks, and evidence-based decision-making to assess and recommend asset classes, strategies, and sources of return aligned with the firm's long-term business strategy and investment philosophy. The position partners with Investment Management, Product Review, Financial Planning, and other stakeholders to build analytical foundations for portfolio strategy. It balances quantitative rigor with investment judgment to produce recommendations applicable across large and diverse client asset bases. Success is measured by the quality of investment frameworks, capital market assumptions, and asset allocation decisions supporting portfolio outcomes across investment programs.
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 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.
- Series 7 and Series 66 licenses required, or ability to obtain them within six months of hire.
Nice To Haves
- Familiarity with the responsible use of AI and advanced analytics tools to enhance investment research, improve efficiency, and strengthen investment decision-making.
Responsibilities
- Drive the development and enhancement of strategic and tactical asset allocation frameworks, shaping portfolio positioning across model portfolios and other investment programs.
- Lead the ongoing development and refinement of capital market assumptions supporting asset allocation decisions across investment programs and business segments.
- Strengthen the tactical asset allocation process through enhanced modeling techniques, decision frameworks, and investment decision-making capabilities.
- Advance factor investing capabilities by evaluating risk premia, systematic sources of return, and factor exposures, and integrating findings into capital market assumptions, asset allocation decisions, portfolio construction frameworks, and investment strategy.
- Evaluate and recommend emerging asset classes, investment strategies, and sources of return aligned with the firm's strategic direction and asset allocation opportunity set.
- Develop and communicate asset allocation recommendations, portfolio strategy views, and supporting rationale for Financial Advisors and internal stakeholders.
- Contribute visibly to internal communications and forums by articulating market perspectives, asset allocation decisions, investment recommendations, and portfolio strategy.
- Partner cross-functionally to incorporate asset allocation decisions, portfolio positioning recommendations, and investment strategy into investment platforms, tools, and client solutions.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage provided at no cost
- Basic life and basic AD&D coverage provided at no cost
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning January 1 each year
- Sick time and personal days
- Paid day for volunteerism
- Potential eligibility for bonuses and profit sharing
- Employee Assistance Program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
