Edward Jones

Associate Overlay Portfolio Manager

Edward Jones$92K — $110K *
Tempe, AZ 85281In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 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

Responsibilities

  • Monitor performance of separate account composites against benchmarks
  • Analyze performance attribution reports to identify performance factors
  • Participate in and lead calls with sub-advisor teams for strategy onboarding
  • Assist with active tax loss harvesting and account equitization
  • Contribute to multi-year tax managed transitions
  • Maintain flexibility in scheduling for U.S. market coverage

Benefits

  • Opportunity to work closely with experienced overlay portfolio management team
  • Engagement in advanced investment strategies and client-focused solutions
  • Professional development in a supportive work environment
  • Collaboration with sub-advisors and internal teams for comprehensive strategy management
Full Job Description
Opportunity Overview

Team Overview:
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.

What You Will Do:
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.


Position Requirements

What Experience You Need:
  • 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


What Could Set You Apart:
  • 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 office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.

Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

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