Associate Analyst II, Asset Allocation
Company: EDWARD JONES
Location: Saint Charles
Posted on: June 25, 2022
Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.The Asset Allocation Team within Advice & Guidance
(A&G) is seeking a talented and experienced Analyst to conduct
rigorous and disciplined fundamental and quantitative analysis
across a broad spectrum of asset classes. The role will be
instrumental in helping to develop and shape the firm's strategic
and opportunistic asset allocation processes. This role also
determines the firm's capital market assumptions, as well as
investment category and asset class targets and ranges. This
position is a part of the firm's Client Strategies Group
Division.
The Client Strategies Group Division helps ensure that branch teams
and our clients have a consistent supply of high-quality
retirement, banking, insurance, mutual fund, and education savings
products aligned with the firm's investment philosophy and
solutions-based advice and guidance. In addition, the group drives
innovation that will enhance products, services, processes and
systems to meet our current and future client needs. These areas
play a pivotal role in supporting the firm's goals of deeply
serving clients and associates serve as the firm's subject matter
experts for their respective areas.
Key Responsibilities
- Responsible for developing robust multi-asset frameworks and
recommendations, including strategic and opportunistic asset class
positioning used in firm-wide portfolio guidance and discretionary
portfolio management.
- Responsible for development of firm-wide capital market
assumptions, long-term market expectations utilized in client tools
and planning discussions.
- Work in partnership with Investment Strategy, Portfolio
Solutions, Research and other internal stakeholders and committees
in making better informed decisions consistent with the firm's
long-term strategy.
- Deliver effective written and verbal communication to financial
advisors, clients, internal departments, firm leaders and
investment professional contacts.Skills-Requirements
- Bachelor's degree required
- Advanced degree in Business, Finance, Economics, Mathematics,
Statistics or another relevant discipline preferred.
- 5+ years' experience as an investment analyst, preferably with
asset allocation or multi-asset portfolio management
experience.
- Strong knowledge of asset allocation, including global economic
issues and the impact on investments, as well as solid knowledge of
various types of investments, asset classes, and markets.
- Solid quantitative knowledge and proven success in applying
such techniques used in building effective global, multi-asset,
asset allocation models.
- Strong interpersonal, written and verbal communication skills
for preparing and presenting research to financial advisors,
clients, internal stakeholders, and investment management
companies.
- Proficiency in spreadsheets, databases, and other software
programs (Morningstar Direct, Bloomberg, FactSet, Microsoft Office,
etc.)
- Familiarity of programming languages, including Python, R, SQL,
and/or Matlab preferred.
- Chartered Financial Analyst (CFA) or actively pursuing CFA
designation consistent with department policy.
- Series 7/66 required within 6 months of hire, consistent with
department policy.
- 2021 FORTUNE 100 Best Companies to Work For - By Great Place to
Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the
list.
- From FORTUNE -2021 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.
- 2021 Corporate Equality Index - Edward Jones joins the ranks of
767 major U.S. businesses that received top marks in the
Foundation's 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list - Edward Jones ranked No. 19, up six
spots from last year in its 21st consecutive year on this
prestigious list.
- J.D. Power, 2021 - Edward Jones has ranked "highest in Employee
Advisor Satisfaction among Financial Investment Firms" in the J.D.
Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors
in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial
Advisor Satisfaction Studies of employee advisors' satisfaction
among those who are employed by an investment services firm. Visit
jdpower.com/awards for more information.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.At Edward Jones, we value and respect our
associates and their contributions, and we recognize individual
efforts through a rewards program that promotes a long-term career,
financial security and well-being. Visit our career site to learn
more about our total compensation approach, which in addition to
base salary, typically includes benefits, bonuses and profit
sharing. The salary range for this role is based on national data
and actual pay is based on skills, experience, education, and other
relevant factors for a potential new associate:
Salary: $76798 - $130764
Category: Headquarters
Keywords: EDWARD JONES, Elgin , Associate Analyst II, Asset Allocation, Professions , Saint Charles, Illinois
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