1+ months

Senior Analyst- Asset Allocation (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients needs, in order to create an unparalleled experience. 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 CSG division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

*Opportunity Overview*

The *Asset Allocation Team* within Advice & Guidance (A&G) is seeking a talented and experienced *Senior Analyst* to conduct rigorous and disciplined 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 and implementing robust multi-asset frameworks to determine strategic and opportunistic asset allocation weights for firm-wide portfolio objectives, and research additional asset classes for inclusion in client portfolios.
* 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.


* Bachelor's degree required
* Advanced degree in Mathematics, Statistics, Engineering, Physics, Economics or another relevant quantitative discipline preferred.
* 5+ years' experience as a quantitative analyst, preferably in the financial services industry.
* Strong quantitative knowledge and proven success in applying such techniques used in building effective global, multi-asset, asset allocation models.
* Solid 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.
* Strong interpersonal, written and verbal communication skills for preparing and presenting research to financial advisors, clients, internal stakeholders, and investment management companies.
* Proficiency in programming languages, including Python, R, SQL, and/or Matlab
* Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Bloomberg, FactSet, Microsoft Office, etc.)
* 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.


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-05-03 Expires: 2021-07-24
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Senior Analyst- Asset Allocation (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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