Associate Analyst II - Investment Risk

Investment Risk Analyst

The Wealth Management & Field Management (WMFM) Division at Edward Jones is dedicated to building deep, enduring relationships with prospective and existing clients by developing a profound understanding of their financial needs. These insights allow us to design thoughtful, tailored solutions that deliver exceptional client experience and help individuals achieve their long-term financial goals. Within WMFM, Investment Management plays a critical role in shaping the firm's investment offering. The Investment Risk Group partners closely with Investment Management teams to provide independent risk oversight across portfolios and investment processes. As an Investment Risk Analyst, you will contribute directly to the design, construction, and ongoing monitoring of advisory model portfolios, discretionary client accounts, mutual funds, and other investment strategies—ensuring alignment with stated objectives, risk tolerances, and fiduciary standards. You will be joining a team of incredibly talented associates who drive results, with tenure ranging from years to decades, dedicated to personal development, inclusion, and diversity.

Responsibilities:

• Support active investment risk research and portfolio construction analysis to ensure Advisory multi-asset class models, Bridge Builder® mutual funds, asset allocation models, and SMA equity portfolios align with stated investment objectives and the firm's investment risk framework.
• Partner with Investment Risk Managers to provide independent risk oversight of portfolio construction, optimization, and ongoing risk monitoring across Advisory model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios.
• Contribute to the development, enhancement, and governance of portfolio optimization tools, methodologies, and post-optimization review processes to ensure advisory client portfolios remain consistent with investment objectives, constraints, and risk parameters.
• Monitor and support the firm's derivatives risk management program for Bridge Builder mutual funds and sub-advisers in compliance with SEC Rule 18f-4, including risk limit monitoring, reporting, and documentation.
• Perform in-depth data analysis and design, maintain, and enhance investment risk dashboards, reports, and automated tools that enable effective portfolio oversight and informed decision-making.
• Support derivatives and alternatives risk research and ongoing oversight for Private Wealth, Advisory research models, Bridge Builder mutual funds, sub-advisers, and high new worth client portfolios, as applicable.
• Collaborate with Investment Risk Managers to develop and present portfolio construction research, risk analyses, and recommendations to governance committees and senior leadership for review and approval.
• Partner cross-functionally with internal departments, committees, and firm-wide initiatives to support well-informed investment decisions aligned with the firm's long-term strategy and fiduciary responsibilities.
• Deliver clear, concise, and effective written and verbal communication of portfolio risk assessments, insights, and recommendations to investment teams and key stakeholders.

Qualifications Required in the Job:

• Minimum 2–3 years of experience in portfolio construction, portfolio optimization, or investment risk management (or 3–5 years in investment management overall).
• Demonstrated expertise in portfolio construction principles, asset allocation, portfolio optimization, and risk-adjusted decision-making across multi-asset investment strategies.
• 2–3 years of hands-on experience with multi-factor risk models, analytics frameworks, and optimization platforms such as Aladdin, MSCI, or Axioma.
• Strong understanding of investment risk measurement and evaluation across market, factor, liquidity, concentration, and structural risks.
• Advanced quantitative, analytical, and problem-solving skills, with the ability to translate complex data into clear, actionable risk insights.
• Proficiency with AI tools, spreadsheets, databases, programming languages, and institutional investment risk platforms (e.g., Microsoft Office, R, Python, Tableau, FactSet, Bloomberg, Aladdin, MSCI, Axioma).
• FINRA Series 7 and Series 66 licenses required (or ability to obtain within six months); progress toward or completion of FRM® or CFA® designations strongly preferred.
• Strong communication, interpersonal, and collaboration skills, with the ability to work effectively across investment teams and develop familiarity with Edward Jones' investment philosophy, business model, and client-centric culture.

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

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.

Edward Jones' compensation and benefits package includes medical and 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 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.