Senior Analyst, Asset Allocation

Edward Jones Investment Management Opportunity

This job posting is anticipated to remain open for 30 days, from 06-Jun-2026. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

The Investment Management Department is a core part of Edward Jones' Wealth Management and Field Management Division, advancing the firm's mission of deeply serving clients by equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware planning frameworks. Within this organization, 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 is a high-impact opportunity to join a collaborative and forward-looking team at the forefront of the firm's investment strategy. In this role, you will directly influence portfolio design and long-term client outcomes, contributing to the advancement of asset allocation research and delivering sophisticated, scalable investment insights particularly for high-net-worth (HNW) client segments.

• Drive the development and evolution of HNW-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.
• 7+ 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…