Investment Risk Manager
Company: EDWARD JONES
Location: Saint Charles
Posted on: May 15, 2022
Job Description:
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 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.Responsibility Summary:
- Conduct active research and portfolio optimization design
including objective functions, risk constraints, reference
benchmarks, and investment universe to align client accounts to
investment goals and objectives.
- Oversee portfolio construction and optimization for Advisory
models and home office discretionary accounts to ensure alignment
with investment objectives and risk framework.
- Research and enhance portfolio optimization configuration and
investment risk framework for post optimization review to ensure
alignment of client accounts to investment goals and risk
parameters.
- Collaborate with team lead(s) to prepare and present portfolio
optimization strategy recommendations to senior leadership for
approval.
- Deliver effective written and verbal communication of portfolio
optimization guidance and optimization analysis to investment
stakeholders and leadership as needed.
- 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.
- Implement and enhance risk framework and monitoring for
Advisory model portfolios and advisory accounts using Aladdin
Wealth platform, as needed.Qualifications Required in the Job:
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,
portfolio optimization and portfolio construction.Achieved or
actively pursuing FRM and/or CFA designation(s).Series 7/66
required or attainable within six months of hire.Proficiency in
spreadsheets, databases, programming, and investment risk platforms
(Microsoft Office, R, Python, Tableau, Aladdin Risk, MSCI BarraOne,
Axioma, Bloomberg, etc.)
Minimum Years of Experience Required
Minimum of 5 years' experience in portfolio construction, portfolio
optimization, or investment risk management, or 7 years' experience
in investment management preferred.
Depth of knowledge of principles and practices
Strong knowledge of various types of
investments, asset classes, and capital markets.Strong
understanding of and ability to manage multi-asset portfolio
investment risk and/or optimization platform on a day-to-day
basis.3 to 5 years' experience with multi-factor risk models i.e.,
Aladdin, MSCI, Axioma, etc.Strong knowledge of portfolio
construction, portfolio optimization, and/or portfolio risk
management.3 to 5 years' experience with portfolio optimization
platforms i.e., Axioma, MSCI, Aladdin, etc.Strong 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.Strong analytical skills and service
focus.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.Problem Solving:
- Strong critical thinking skills required. Ability to solve
complex, non-routine problems.
- Strong thought leadership and strategic thinking.
- Strong ability to communicate complex concepts in simple terms
and to link quantitative insight with business logic and intuition.
- 2021 FORTUNE 100 Best Companies to Work For - By Great Place to
Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the
list.
- From FORTUNE -2021 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.2021 Corporate Equality Index
- Edward Jones joins the ranks of 767 major U.S. businesses that
received top marks in the Foundation's 19th annual scorecard on
LGBTQ workplace equality.
From The Human Rights Campaign. All
Rights Reserved2021 Training Top 100 list - Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on
this prestigious list.J.D. Power, 2021 - Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Satisfaction Study.
Edward Jones received the highest
score among employee advisors in the J.D. Power 2007,2008, 2010,
2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of
employee advisors' satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information.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. 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:
Salary: $90628 - $154313
Category: Headquarters
Keywords: EDWARD JONES, Saint Charles , Investment Risk Manager, Executive , Saint Charles, Missouri
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