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Senior Investment Analyst
1 month ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. Purpose, Inclusion and Citizenship Report ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. The Canadian Portfolio Management team is responsible for the design, implementation, marketing, and ongoing management of fully discretionary multi‑asset investment programs that deliver Edward Jones’ best thinking to clients, in a fiduciary relationship, across multiple risk profiles and investment objectives. This team has overall responsibility for asset allocation implementation, portfolio construction, and manager/fund/security selection within firm discretionary multi‑asset model portfolios (including Edward Jones Models, SMAs and UMAs) and is ultimately responsible for the investment performance of these portfolios, which has direct client impact. The team is comprised of investment analysts and licensed Portfolio Managers who are experts in portfolio design, asset allocation, security selection and implementing tactical allocations within the portfolio. They will partner with other Advice & Guidance teams, including Investment Manager Research, Securities Research and the Asset Allocation team, to bring Edward Jones’ best thinking to life while effectively accounting for and addressing the unique nuances and structure of the Canadian market. The Senior Investment Analyst role is to support the team’s investment decision making by providing in‑depth analysis and research. Their primary functions include conducting comprehensive research on US and Canadian equities, drafting clear and insightful market commentary, diligently tracking market events and news related to portfolio companies, and performing other tasks as needed to assist in the investment process. Key Responsibilities: Support the Canadian Portfolio Management Team (PMT) in conducting in‑depth research and analysis to optimize asset allocation across different asset classes (including equities, fixed income, alternatives and cash) and preparing investment recommendations for Edward Jones Model Portfolios, SMAs and UMAs Conduct fundamental and quantitative research on individual companies and industries to identify equity investment opportunities for Edward Jones SMAs Contribute to the investment decision making process by assisting in the asset allocation implementation, portfolio construction and manager/security selection process Work in partnership with Investment Strategy, Portfolio Solutions, Research, Investment Risk Group, Asset Allocation Team, and other internal stakeholders and committees in making better informed decisions consistent with the firm’s long‑term strategy Deliver effective written and verbal communication on investment ideas and industry knowledge to financial advisors, clients, internal departments, firm leaders, and investment professional contacts (as needed) Actively look for opportunities to improve and further develop knowledge around portfolio construction, risk, asset allocation, investment managers, and market Deliver quality service to financial advisors and internal departments by responding to information requests Education and Experience: Bachelor’s degree in related field MBA Preferred 3-5 years experience minimum CFA considered an asset and required within 4 years Skills and Knowledge: Solid knowledge of asset allocation, portfolio construction, and portfolio risk management Various types of investments, asset classes, and financial markets Fundamental equity analysis, including analysis of industry attractiveness and single stock valuation Mutual fund and money management industry Various managed investments including mutual funds, ETFs, UMAs, and separately managed accounts Sound understanding of taxes and financial planning related items Proven ability to solve complex, non‑routine problems, often with incomplete information Proven ability to gather all relevant facts, analyze the information and apply seasoned judgment to make the final investment decision on behalf of clients Proven ability to proactively seek out new investment ideas and regularly make investment decisions on behalf of our clients based on a thorough and detailed analysis of historical data and future expectations Proven ability to prepare reports and statistical data for use in the formulation of investment recommendations Ability to apply sound judgement, critical thinking and formulate recommendations by analyzing large amounts of information Must be able to work well within a team and have the communication skills required to express ideas and research to other areas of the firm, mutual fund companies, and money management firms Ability to represent Edward Jones in meetings and conference calls with money managers and senior management of mutual fund companies and money management firms Must have strong written and verbal communication skills for preparing and presenting preliminary research to the PMT as well as responding to requests from branch teams and various internal departments and committees At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones 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. Visit our career site 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. #J-18808-Ljbffr
