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Job Description
The Wealth Management & Field Management (WMFM) Division at Edward Jones is dedicated to building deep, enduring relationships with prospective and existing clients by developing a profound understanding of their financial needs. These insights allow us to design thoughtful, tailored solutions that deliver exceptional client experience and help individuals achieve their long‑term financial goals.
Within WMFM, Investment Management plays a critical role in shaping the firm’s investment offering. The Investment Management group is often described as the firm’s investment engine. This group spans asset allocation, portfolio construction and optimization, manager research, securities research, and other core investment functions that power Edward Jones’ advisory capabilities.
The Investment Risk Group partners closely with Investment Management teams to provide independent risk oversight across portfolios and investment processes. As an Investment Risk Analyst, you will contribute directly to the design, construction, and ongoing monitoring of advisory model portfolios, discretionary client accounts, mutual funds, and other investment strategies—ensuring alignment with stated objectives, risk tolerances, and fiduciary standards.
You will be joining a team of incredibly talented associates who drive results, with tenure ranging from years to decades, dedicated to personal development, inclusion, and diversity.
Responsibility Summary:
Within WMFM, Investment Management plays a critical role in shaping the firm’s investment offering. The Investment Management group is often described as the firm’s investment engine. This group spans asset allocation, portfolio construction and optimization, manager research, securities research, and other core investment functions that power Edward Jones’ advisory capabilities.
The Investment Risk Group partners closely with Investment Management teams to provide independent risk oversight across portfolios and investment processes. As an Investment Risk Analyst, you will contribute directly to the design, construction, and ongoing monitoring of advisory model portfolios, discretionary client accounts, mutual funds, and other investment strategies—ensuring alignment with stated objectives, risk tolerances, and fiduciary standards.
You will be joining a team of incredibly talented associates who drive results, with tenure ranging from years to decades, dedicated to personal development, inclusion, and diversity.
Responsibility Summary:
- Support active investment risk research and portfolio construction analysis to ensure Advisory multi‑asset class models, Bridge Builder® mutual funds, asset allocation models, and SMA equity portfolios align with stated investment objectives and the firm’s investment risk framework.
- Partner with Investment Risk Managers to provide independent risk oversight of portfolio construction, optimization, and ongoing risk monitoring across Advisory model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios.
- Contribute to the development, enhancement, and governance of portfolio optimization tools, methodologies, and post‑optimization review processes to ensure advisory client portfolios remain consistent with investment objectives, constraints, and risk parameters.
- Monitor and support the firm’s derivatives risk management program for Bridge Builder mutual funds and sub‑advisers in compliance with SEC Rule 18f‑4, including risk limit monitoring, reporting, and documentation.
- Perform in-depth data analysis and design, maintain, and enhance investment risk dashboards, reports, and automated tools that enable effective portfolio oversight and informed decision-making.
- Support derivatives and alternatives risk research and ongoing oversight for Private Wealth, Advisory research models, Bridge Builder mutual funds, sub‑advisers, and high new worth client portfolios, as applicable.
- Collaborate with Investment Risk Managers to develop and present portfolio construction research, risk analyses, and recommendations to governance committees and senior leadership for review and approval.
- Partner cross‑functionally with internal departments, committees, and firm‑wide initiatives to support well‑informed investment decisions aligned with the firm’s long‑term strategy and fiduciary responsibilities.
- Deliver clear, concise, and effective written and verbal communication of portfolio risk assessments, insights, and recommendations to investment teams and key stakeholders.