Associate Analyst I- Portfolio Solutions - Full-time / Part-time

Team Overview:
The Wealth Management Advice and Solutions Division (known as WMAS) 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 the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $200 billion in client assets under care, representing 15% of the firm's total assets under care.

PST is seeking an Associate Analyst I to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.

PST includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, responsible for management and oversight for the Advisory Solutions and Guided Solutions research models, and the Proprietary Funds Team, responsible for management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions.

What You Will Do:
The Associate Analyst I will be responsible to:

• Support the Portfolio Solutions Team in assembling and reviewing investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, and performance reporting and monitoring.
• Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, and manager selection process.
• Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy.
• Enroll in and work towards completion of the CFA program.

What Experience You Need:

• Finance or Accounting Bachelor’s degree; MBA preferred
• 2-4 years of working experience.
• Successful progress towards completion of the Chartered Financial Analyst (CFA) designation preferred
• Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire.
• Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) or programming languages (Python, R, SQL).
• Experience with multi-asset portfolios, manager selection and/or fund management is a plus.
• This is a hybrid position in out St. Louis, MO office
• Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.