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Associate Portfolio Analyst
2 months ago
We are seeking a highly skilled Associate Portfolio Analyst to join our Portfolio Solutions Team at Edward Jones. As a key member of our team, you will play a critical role in supporting the development of investment data, conducting quantitative and qualitative analysis, and preparing investment recommendations.
Key Responsibilities- Support the Portfolio Solutions Team in assembling, reviewing, and ensuring the integrity of investment data.
- Conduct quantitative and qualitative analysis to inform investment decisions.
- Prepare investment recommendations, performance reporting, and monitoring.
- Implement model trade processes and risk controls.
- Manage internal and external tools, and analytics governance.
- Finance or Accounting bachelor's degree and/or MBA preferred.
- 2-4 years of working experience preferred.
- 1-2 years' experience in a related field preferred.
- CFA designation or successful progress towards completion of the Chartered Financial Analyst (CFA) designation within 1 year of hire preferred.
- Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire.
- Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
