Senior Analyst, Asset Allocation

About the role

The Investment Management Department is a core part of Edward Jones’ Wealth Management and Field Management Division. The Asset Allocation Team plays a central role in shaping the firm’s investment perspective.

Responsibilities

• Drive the development and evolution of HNW-focused portfolio frameworks, delivering differentiated, scalable guidance that shapes how the firm advises this client segment.
• Lead collaboration with key stakeholders to design and enhance portfolio objectives, incorporating multi-asset allocation, tax-aware implementation, and non-traditional exposures.
• Generate forward-looking capital market insights and asset allocation perspectives, informing firmwide positioning and investment strategy.
• Evaluate and integrate alternative investments, private markets, and hedging/monetization strategies into portfolio frameworks, expanding the firm’s capabilities for complex client needs.
• Author and deliver high-impact investment insights, strategy reports, and thought leadership, equipping Financial Advisors and internal stakeholders with actionable guidance.
• Shape strategic and opportunistic asset allocation recommendations, influencing portfolio construction across advisory platforms and client solutions.
• Partner cross-functionally to embed asset allocation insights into platforms, tools, and client experiences, ensuring seamless translation from research to implementation.
• Enhance and advance analytical models, research frameworks, and asset class assumptions, improving the rigor and breadth of the firm’s investment capabilities.
• Serve as a visible contributor to internal communications and forums, articulating market perspectives and portfolio positioning with clarity and credibility.

Requirements

• Bachelor’s degree required; advanced degree or CFA designation (or progress toward completion) required.
• 7+ years of experience in asset allocation, multi-asset investing, or investment strategy.
• Strong understanding of industry dynamics, global markets, and asset allocation frameworks.
• Demonstrated experience in portfolio construction across asset classes, including equities, fixed income, and alternative investments.
• Experience evaluating alternative investments, private markets, and hedging and monetization strategies within diversified portfolios.
• Ability to analyze complex datasets and translate insights into clear, actionable investment guidance, leveraging tools such as Microsoft Excel and PowerPoint for analysis and presentation development.
• Familiarity with responsible use of AI and advanced analytics tools to enhance research, streamline workflows, and improve efficiency and quality of investment insights preferred.

Qualifications

• Series 7 and Series 66 licenses required, or ability to obtain within six months of hire.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and collaboration abilities.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with advanced analytics tools.

Benefits

• Medical and prescription drug, dental, vision, and flexible spending accounts.
• Short- and long-term disability, basic life, and basic AD&D coverage.
• 401(k) retirement plan.
• Employee Assistance Program.

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.