Associate Analyst

2 weeks ago

Saint Louis MO, United States Edward Jones Full time

And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. Position Schedule: Full-Time
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. Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $300 billion in client assets under care, representing 15% of the firm's total assets under care.
We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.
The Portfolio Solutions Team includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. These include taxable and tax-sensitive, UMA, and the new personalized models in both Model Assistant and Portfolio Assistant. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets.
Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model trade implementation processes and risk controls, internal and external tool management, and analytics governance.
Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, monitoring, and manager selection process.
Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy.
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 beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. All associates are eligible for the firm's Employee Assistance Program. 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 beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. All associates are eligible for the firm's Employee Assistance Program. Finance or Accounting bachelor's degree and/or MBA preferred
~2-4 years of working experience preferred.
~1-2 years' experience in related field preferred
~ CFA designation or Successful progress towards completion of the Chartered Financial Analyst (CFA) designation within 1 year of hire preferred.
~ Experience with multi-asset portfolios, manager selection and/or fund management is a plus.

Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.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. View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2023, data as of December 2022. 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.
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