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Job Description
The Senior Area Portfolio Manager, Leader serves as the people and thought leader for Edward Jones’ discretionary portfolio management function within Separately Managed Accounts (SMAs). This role is accountable for leading and developing portfolio management talent while owning investment philosophy execution across asset allocation, portfolio construction, and stock selection. The role partners closely with internal governance committees and stakeholders to support disciplined, informed investment decision-making consistent with the firm’s long-term strategy.
Extensive expertise across asset allocation, portfolio construction, risk management, financial markets, asset classes, investment vehicles, and equities‑based managed investments.
Extensive expertise across asset allocation, portfolio construction, risk management, financial markets, asset classes, investment vehicles, and equities‑based managed investments.
Key Responsibilities
- Lead the team accountable for delivering investment performance and managing risk across client accounts invested in discretionary SMA portfolios.
- Provide people leadership through coaching, feedback, priority-setting, and talent development.
- Communicate investment philosophy, portfolio positioning, performance results, and recommendations to internal and external stakeholders.
- Support internal departments by contributing insights that enhance investment decision-making and adherence to processes.
- Lead or contribute to high-priority department and firm-wide initiatives aligned to firm strategy.