Investment Optimization & Risk Analyst

Opportunity Overview

The Wealth Management & Field Management (WMFM) Division at Edward Jones is dedicated to building deep, enduring relationships with prospective and existing clients by developing a profound understanding of their financial needs. These insights allow us to design thoughtful, tailored solutions that deliver exceptional client experience and help individuals achieve their long‑term financial goals.

Within WMFM, Investment Management plays a critical role in shaping the firm’s investment offering. The Investment Management department is often described as the firm’s investment engine. This group spans asset allocation, portfolio construction and optimization, manager research, securities research, and other core investment functions that power Edward Jones’ advisory capabilities.

The Investment Risk Group partners closely with Investment Management teams to provide independent risk oversight across portfolios and investment processes. As an Investment Risk Manager, you will contribute directly to the design, construction, and ongoing monitoring of advisory model portfolios, discretionary client accounts, mutual funds, and other investment strategies—ensuring alignment with stated objectives, risk tolerances, and fiduciary standards.

What You Will Do:

• Conduct investment risk research and portfolio construction analysis to align Advisory multi-asset class models, Bridge Builder funds, asset allocation models, and SMA equity portfolios to investment objectives and investment risk framework.
• Provide independent portfolio construction oversight and risk monitoring for Advisory multi-asset class model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios to ensure alignment with investment goals and risk framework.
• Monitor and support the firm’s derivatives risk management program for Bridge Builder mutual funds and sub‑advisers in compliance with SEC Rule 18f‑4, including risk limit monitoring, reporting, and documentation.
• Contribute to the development, enhancement, and governance of portfolio optimization tools, methodologies, and post‑optimization review processes to ensure advisory client portfolios remain consistent with investment objectives, constraints, and risk parameters.
• Collaborate with team leaders to prepare and present Investment risk research and recommendations to senior leadership for approval.
• 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 investment risk guidance and optimization analysis to key stakeholders and leadership as needed.

Position Schedule

Full-Time

EEO Statement

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.

Company Description

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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Position Requirements

What Experience You Need:

• Bachelor's degree in Finance, Economics, Mathematics, Engineering, or other quantitative subjects. Graduate degree in quantitative discipline or MBA preferred.
• Minimum of 5 years' experience in portfolio construction, portfolio optimization, or investment risk management, or 7 years' experience in investment management preferred.
• Demonstrated strong interest in investment risk, portfolio optimization and portfolio construction.
• Progress toward completion of professional designations such as FRM® and/or CFA® strongly preferred.
• FINRA Series 7 and Series 66 licenses required (or ability to obtain within six months of hire).
• Strong quantitative, analytical, and problem‑solving skills with the ability to interpret complex data and translate analysis into actionable insights.
• Proficiency with AI, databases, programming languages, and investment risk platforms, including Microsoft Office, R, Python, Tableau, FactSet, Aladdin Risk, MSCI BarraOne, Axioma, Bloomberg, or comparable tools.
• Effective communication skills and the ability to collaborate with investment professionals across multiple disciplines in a fast paced, team-oriented environment.

What Could Set you Apart:

• 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.
• 5 to 7 years' experience with multi-factor risk models i.e. FactSet, Aladdin, MSCI, Axioma, etc.
• Strong knowledge of portfolio construction, portfolio optimization, and/or portfolio risk management.
• 5 to y years' experience with portfolio optimization platforms i.e. FactSet 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.
• Proficiency in spreadsheets, AI platforms, optimization, and investment risk management systems (FactSet, Aladdin Risk, MSCI Barra One, Axioma, etc.)
• Strong interpersonal skills are necessary to communicate ideas and research to investment stakeholders, internal departments, and other areas of the firm.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.