Associate Overlay Portfolio Manager: SMA & Tax Strategy
Listed on 2026-10-06
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Finance & Banking
Portfolio & Asset Management, Financial Compliance
Edward Jones seeks an Associate Overlay Portfolio Manager to support SMA strategy implementation and monitoring. You will use analytical tools to track performance and risk, refining daily overlay processes with the team, including tax loss harvesting and transitions.
The candidate should have 5+ years of industry experience, a Bachelor's degree, and strong communication and data-analysis skills, with attention to detail and multitasking ability in a fast-paced financial environment.
Step into the Associate Overlay Portfolio Manager: SMA & Tax Strategy role at Edward Jones in St. Louis, MO, United States and grow with us.
The following opportunity is for a Associate Overlay Portfolio Manager: SMA & Tax Strategy with Edward Jones.
Our organisation is growing, and we are hiring a Associate Overlay Portfolio Manager: SMA & Tax Strategy in St. Louis, MO, United States.
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