Associate Overlay Portfolio Manager

This job posting is anticipated to remain open for 30 days, from 21-Sep-2026. The posting may close early due to the volume of applicants.

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.

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

Overlay Management serves advisors and clients by efficiently and expertly addressing their tax, risk, and customization needs through the coordinated management of investments across sleeves, accounts, and households. Applying seasoned judgment to orchestrate tailored outcomes from a complex web of client and model provider inputs, helps clients achieve goals and financial wellness, drives advisor efficiency, and makes a client and advisor’s relationship with Edward Jones irreplaceable.

A primary focus for the Associate Overlay Portfolio Manager will be to assist the overlay portfolio management team in monitoring Separately Managed Accounts (SMA) strategy implementation. This includes using analytical tools to monitor performance and risk. The Associate Overlay Portfolio Manager will also work with the other members of the overlay portfolio management team to refine, develop, and assist in the daily implementation of overlay portfolio management processes including tax loss harvesting, equitization, and multi-year tax managed transitions.

Responsibilities include:

• Monitor performance of separate account composites relative to benchmarks as well as corresponding institutional composites.
• Analyze performance attribution reports on separate account strategies to identify key factors affecting performance.
• Participate in and lead calls with sub-advisor trading and portfolio management teams to onboard new strategies and address model communication issues with existing strategies.
• Assist other overlay portfolio managers with active tax loss harvesting process, account equitization, and multi-year tax managed transitions.
• This role generally operates during standard business hours. At times, business needs may require flexibility in scheduling, including occasional coverage during U.S. market hours.

• 5+ years' industry experience
• Bachelor's degree required
• Strong written and verbal communication skills
• Strong technology skills and learning agility with new technology
• Ability to think critically and research/analyze data
• Demonstrated organizational skills & attention to detail
• Ability to work on multiple projects simultaneously

• Experience applying data science or advanced analytics to business or operational decision-making
• Programming experience in Python, particularly for analysis, automation, or process optimization
• CFA designation or progress towards
• Experience monitoring /evaluating investment management strategies

Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home…