Investment Risk Manager
Company: EDWARD JONES
Location: Chesterfield
Posted on: May 12, 2022
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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 Reserved 2021 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. 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: $90628 -
$154313 Category: Headquarters
Keywords: EDWARD JONES, Chesterfield , Investment Risk Manager, Executive , Chesterfield, Missouri
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