Edward Jones · 1 month ago
Multi-Asset Senior Portfolio Manager, Model Team
Missouri, St. Louis
Full-time
Hybrid
Senior Level
5+ years expEdward Jones is a Fortune 500 financial services firm that values contributions from its associates. The company is seeking a Senior Portfolio Manager to join the Portfolio Solutions Team, responsible for managing a significant amount of discretionary model portfolios and mutual funds, ensuring tailored investment solutions for clients.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight
Take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs
Support Model Teams within PST
Qualification
Required
Finance or Economics Bachelor's degree
CFA or actively pursuing CFA designation in accordance with firm policy
Series 7 and Series 66 required or attainable in accordance with firm policy
Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management
Solid knowledge of various types of investments, asset classes, and markets
Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles)
Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems
Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards)
Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL)
Ability to collaborate and work effectively in a team-based environment
Preferred
MBA preferred
5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred
Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
thecanadianpressnews.ca
2026-01-16
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2026-01-16
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