Head of Trading and Risk Management

5 days ago


Mississauga, Ontario, Canada Edward Jones Full time

Edward Jones is seeking a highly experienced Overlay Portfolio Manager to join our team and take on the challenge of building, designing, hiring for, and launching a new Overlay Management team.

Key Requirements

The ideal candidate will possess:

  • 10+ years of experience in overlay portfolio management or related functions.
  • A CFA Charter holder and current licensure as a Portfolio Manager with CIRO.
  • Bachelor's Degree or higher level education.
  • Prior experience with CGI's Wealth360 (UMA) platform an asset.

Key Responsibilities:

  • Building, designing, hiring for, and launching a new Overlay Management team.
  • Designing and implementing trade strategies based on client requests for portfolio customization or tax management.
  • Ensuring compliance with client objectives and regulatory requirements through ongoing due diligence activities.
  • Developing and executing the Canadian Overlay Management business plan, leading and developing associates within the team.
  • Managing integration and utilization of CGI's Wealth360 (UMA) platform to enhance overlay trading efficiency and advisor/client reporting.
  • Driving partnership with portfolio managers and operations to develop and align on trading strategies based on market outlooks that help achieve client investment objectives.
  • Meeting regulatory obligations set forth by CIRO through design, development, and execution of written supervisory procedures (WSP) related to trade execution, client constraints, tax management, and model implementation.
  • Serving as the leading subject matter expert on Trade Overlay Management and leading creation of all policies, procedures, and guiding principles on overlay trading within UMA.


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