Edward Jones · 1 day ago
Multi-Asset Senior Portfolio Manager, Model Team
St Louis, MO
Full-time
Onsite
Senior Level
$168K/yr - $287K/yr
5+ years expEdward Jones is a Fortune 500 financial services firm focused on client relationships and helping individuals achieve their financial goals. They are seeking a Multi-Asset Senior Portfolio Manager to join their Portfolio Solutions Team, where the primary responsibilities include portfolio construction, manager selection, and delivering performance results for clients.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class(es)
Deliver performance results that meet or exceed expectations on behalf of clients
Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models
Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace
Contribute to internal departments and committees in making better informed decisions consistent with the firm's long-term strategy
Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed
Develop SME knowledge for assigned asset class(es) to share expertise and support PST as well as other key stakeholders as needed
Qualification
Required
Finance or Economics Bachelor's degree and/or MBA preferred
CFA or actively pursuing CFA designation in accordance with firm policy
Series 7 and Series 66 required or attainable in accordance with firm policy
5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred
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)
Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
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
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
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
2025-12-20
Dallas Morning News
2025-12-20
Company data provided by crunchbase