Senior Analyst, Asset Allocations

Team Overview

The Investment Management Department is a core part of Edward Jones' Wealth Management and Field Management Division. It equips financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. The Asset Allocation Team plays a central role in shaping the firm's investment perspective – developing capital market assumptions, guiding strategic asset allocation, and informing opportunistic portfolio positioning across a broad spectrum of asset classes.

This high-impact opportunity allows you to directly influence portfolio design and long-term client outcomes, particularly for high-net-worth client segments.

• Drive the development and evolution of high-net-worth–focused portfolio frameworks, delivering differentiated, scalable guidance that shapes how the firm advises this client segment.
• Lead collaboration with key stakeholders to design and enhance portfolio objectives, incorporating multi-asset allocation, tax-aware implementation, and non-traditional exposures.
• Generate forward-looking capital market insights and asset allocation perspectives, informing firmwide positioning and investment strategy.
• Evaluate and integrate alternative investments, private markets, and hedging/monetization strategies into portfolio frameworks, expanding the firm's capabilities for complex client needs.
• Author and deliver high-impact investment insights, strategy reports, and thought leadership, equipping financial advisors and internal stakeholders with actionable guidance.
• Shape strategic and opportunistic asset allocation recommendations, influencing portfolio construction across advisory platforms and client solutions.
• Partner cross-functionally to embed asset allocation insights into platforms, tools, and client experiences, ensuring seamless translation from research to implementation.
• Enhance and advance analytical models, research frameworks, and asset class assumptions, improving the rigor and breadth of the firm's investment capabilities.
• Serve as a visible contributor to internal communications and forums, articulating market perspectives and portfolio positioning with clarity and credibility.

• Bachelor's degree required; advanced degree or CFA designation (or progress toward completion) required.
• Seven years of experience in asset allocation, multi-asset investing, or investment strategy.
• Strong understanding of industry dynamics, global markets, and asset allocation frameworks.
• Demonstrated experience in portfolio construction across asset classes, including equities, fixed income, and alternative investments.
• Experience evaluating alternative investments, private markets, and hedging and monetization strategies within diversified portfolios.
• Ability to analyze complex datasets and translate insights into clear, actionable investment guidance, leveraging tools such as Microsoft Excel and PowerPoint.
• Familiarity with responsible use of AI and advanced analytics tools to enhance research, streamline workflows, and improve efficiency and quality of investment insights preferred.
• Series7 and Series
  66 licenses required, or ability to obtain within six months of hire.
• Candidates that live within a commutable distance from our Tempe, AZ and St.Louis, MO home office locations are expected to work in the office four days per week.

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.

Compensation and benefits include medical, 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 401(k) retirement plan, health savings account, and flexible spending account. The firm observes ten paid holidays and provides 15 days of vacation for new associates beginning on January1 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.