1+ months

Sr Investment Risk Mgr, CSG

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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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. Within CSG, the Advice & Guidance group can be viewed as the "investment engine", encompassing asset allocation, portfolio solutions, manager research, securities research, and other investment-related functions.

The Investment Risk Group partners closely with investment teams in Advice & Guidance on portfolio construction, optimization, and investment risk oversight for our Advisory model portfolios, discretionary client accounts, Bridge Builder mutual funds, sub-adviser funds, Asset Allocation models, and other investment processes. As a Senior Investment Risk Manager, you will be called upon to leverage your industry, analytical, and communications skills to provide risk oversight for portfolio construction, optimization design, and risk monitoring for Advisory models and client accounts.

You will be joining a team of highly talented associates who drive for results, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity.
*Responsibilities*:
Partner with portfolio managers and research analysts to monitor and assess investment risk for Advisory model portfolios, Bridge Builder mutual funds, sub-adviser funds, Asset Allocation models as well as other investment processes within Advice & Guidance.
Provide thought and project leadership and mentor associates to aid in the development of the team and improve the ability to partner with investment teams.
Conduct fundamental and quantitative research and analysis to provide risk guidance and to improve investment decision process including analysis of macroeconomic factors, risk factor exposures, multi-factor attribution, stress testing, and liquidity risk.
Refine and enhance the investment risk monitoring framework utilizing scenario analysis, stress testing, and quantitative modeling including Monte Carlo simulations.
Provide risk oversight for portfolio construction and optimization for Advisory models and home office discretionary accounts to ensure alignment with risk framework and client objectives.
Design and implement investment risk framework for post optimization trade review to ensure alignment of client accounts to investment objectives and risk parameters.
Research and review portfolio optimization inputs including objective functions, risk constraints (covariance matrices), reference benchmarks, and investment universe to align client accounts to investment goals and objectives.
Serve as investment risk subject matter expert and deliver high quality risk intelligence and enhancements that support our Advisory models, dynamic optimization, and other investment stakeholders.
Collaborate and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm's long-term strategy.
Deliver effective written and verbal communication of investment risk guidance and analysis to investment stakeholders and senior leadership as needed.



*Education/Certification:*
Bachelor's degree in Finance, Economics, Mathematics, Engineering, or other quantitative subjects. Graduate degree in quantitative discipline or MBA preferred.
Demonstrated strong interest in investment risk management and portfolio construction.
Achieved or actively pursuing FRM and/or CFA designation(s).
Series 7/66 required or attainable within six months of hire.

*Minimum Years or Experience:*
Minimum of 7+ years' experience in portfolio construction, optimization, or investment risk management, or 9+ years' experience in investment management preferred.

*Preferred Qualifications*
Strong understanding of and ability to manage a multi-asset class, multi-portfolio investment risk platform on a day-to-day basis.
7+ years' experience with multi-factor risk models i.e. Aladdin, MSCI, Axioma, Northfield, etc.
In-depth knowledge of portfolio construction, portfolio optimization (mean variance, multi-period, quadratic), and/or portfolio risk management.
7+ years' experience with portfolio optimization platforms i.e. Axioma, MSCI, Aladdin, etc.
Knowledge of measurement and evaluation techniques for a broad array of investment risks, including market, multi-factor, liquidity, and concentration risks.
Experience with Aladdin Wealth and/or client account management platform.
Proficiency in spreadsheets, databases, programming (R, Python, or Tableau) and investment risk management systems (Aladdin Risk, MSCI Barra One, Axioma or Aladdin Wealth).
Strong knowledge of various types of investments, asset classes, and capital markets
Strong analytical skills and service focus.
Strong understanding of Edward Jones investment philosophy, business model and culture.
Strong interpersonal skills are necessary to communicate ideas and research to investment stakeholders, internal departments, and other areas of the firm.

* 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: 2021-04-19 Expires: 2021-07-19
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Sr Investment Risk Mgr, CSG

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

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