Job Opening for Associate Risk Analyst II, CSG in EDWARD JONES (Waterloo, IL 62298)



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Job Category : Business
Company Name: EDWARD JONES
Position Name: Associate Risk Analyst II, CSG
Location : Waterloo, IL 62298
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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals. Within CSG, the Advice & Guidance group can be viewed as the “investment engine”, encompassing asset allocation, portfolio solutions, manager research, securities research, and other investment-related functions.
The Investment Risk Group partners closely with investment teams in Advice & Guidance on portfolio construction, optimization, and investment risk oversight for our Advisory model portfolios, discretionary client accounts, Bridge Builder mutual funds, sub-adviser funds, Asset Allocation models, and other investment processes. As an Investment Risk Analyst, you will be called upon to leverage your industry, analytical, and communications skills to provide optimization research and risk oversight for portfolio construction and risk monitoring for Advisory models and client accounts.
You will be joining a team of highly talented associates who drive for results, with tenure ranging from years to decades, dedicated to personal development, inclusion, and diversity.
Support research and analysis of portfolio optimization configurations including objective functions, constraints, benchmarks, and investment universe to align client accounts to investment goals.
Provide risk oversight for portfolio construction and optimization for Advisory models and home office discretionary accounts to ensure alignment with risk framework and client objectives.
Support the design and implementation of risk framework for Advisory model portfolios and client advisory accounts using Aladdin Wealth platform.
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.
Deliver effective written and verbal communication of optimization strategies and investment risk analysis to investment stakeholders and leadership as needed.
Oversee maintenance of Axioma optimizer, interactions with technology team, development of dashboards, and enhancement to optimization configuration and testing.
Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or other relevant subjects. Graduate degree in quantitative discipline or MBA preferred.
Demonstrated strong interest in investment risk management and portfolio construction.
Achieved or actively pursuing FRM and/or CFA designation(s).
Series 7/66 required or attainable within six months of hire.
Minimum Years or Experience:
1 to 3 years’ experience in portfolio construction, optimization, or investment risk management, or 3+ years’ experience in investment management preferred.
Preferred Qualifications
Strong knowledge of various types of investments, asset classes, and capital markets.
Understanding of and ability to manage a multi-asset class, multi-portfolio investment risk platform on a day-to-day basis.
1 to 3 years’ experience with portfolio optimization platforms (i.e., Axioma, MSCI, etc.)
Knowledge of portfolio construction, portfolio optimization, and/or portfolio risk management.
1 to 3 years’ experience with multi-factor risk models i.e. Aladdin, MSCI, Axioma, etc.
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 monitoring/management platform.
Understanding of wealth management industry from an asset management perspective.
Understanding of Edward Jones investment philosophy, business model and culture.
Preferred Skills
Proficiency in spreadsheets, databases, dashboards (R, Python, or Tableau) and investment risk management systems (Aladdin Risk, MSCI Barra One, Axioma Risk, Aladdin Wealth, etc.).
Strong analytical skills and stakeholder focus.
Ability to influence within cross functional teams without formal authority.
Strong interpersonal skills are necessary to communicate ideas and research to investment stakeholders, internal departments, and other areas of the firm.
Ability to deliver results in uncertain/changing environments.
Strong organizational and/or project management skills.
Ability to work independently.

FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
From FORTUNE ©2020 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.
Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
Edward Jones named a top company for training, ranking No. 25 on Training magazine’s 2020 Training Top 125 list – the highest ranking among the financial-services industry!
Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.
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:
Salary: $76798 – $130764
Category: Headquarters

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