Senior Analyst- Asset Allocation, Wealth Management Advice & Solutions

This job posting is anticipated to remain open for 30 days, from 26-Sep-2026. The posting may close early due to the volume of applicants.

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 strategy through the development of capital market assumptions, strategic and tactical asset allocation decisions, and multi-asset portfolio positioning frameworks.
This is a high-impact opportunity to join a collaborative, forward-looking team at the forefront of the firm's investment strategy. In this role, you will directly influence the strategic and tactical positioning of the firm's model portfolios while helping shape asset allocation frameworks across investment programs and business segments. You will develop the analytical frameworks, quantitative foundations, and investment disciplines that support portfolio management across the organization. Through robust modeling, disciplined analysis, factor-based frameworks, and evidence-based decision-making, you will help evolve the firm's asset allocation capabilities and evaluate, prioritize, and recommend new asset classes, investment strategies, and sources of return aligned with Edward Jones' long-term strategy and investment philosophy. Success will be measured by the quality of the investment frameworks, capital market assumptions, and asset allocation decisions that support portfolio outcomes across the firm's investment programs.
In this role, you will help shape strategic and tactical asset allocation decisions by developing capital market assumptions, quantitative models, and investment frameworks that influence portfolio positioning across the firm's investment programs. You will partner across Investment Management, Product Review, Financial Planning, and other stakeholders to build the analytical foundation for portfolio strategy. The role requires balancing quantitative rigor with sound investment judgment to develop recommendations that can be applied consistently across a large and diverse client base.
Key Responsibilities:

• Drive the development and enhancement of the firm's strategic and tactical asset allocation frameworks, shaping portfolio positioning across model portfolios and other investment programs.

• Lead the ongoing development and refinement of capital market assumptions supporting asset allocation decisions across the firm.

• Strengthen the tactical asset allocation process through enhanced modeling techniques, decision frameworks, and investment decision-making capabilities.

• Advance factor investing capabilities by evaluating risk premia, systematic sources of return, and factor exposures, incorporating these insights into capital market assumptions, asset allocation decisions, portfolio construction, and investment strategy.

• Evaluate and recommend emerging asset classes, investment strategies, and sources of return that align with the firm's strategic direction and enhance the asset allocation opportunity set.

• Develop and communicate asset allocation recommendations and portfolio strategy views to provide actionable guidance for Financial Advisors and internal stakeholders.

• Serve as a visible contributor to communications and forums, articulating market perspectives, asset allocation decisions, investment recommendations, and portfolio strategy with clarity and credibility.

• Partner cross-functionally to ensure asset allocation decisions, portfolio positioning recommendations, and investment strategy are effectively incorporated into investment platforms, tools, and client solutions.

• Bachelor's degree required; advanced degree or CFA designation (or progress toward completion) required.

• 10+ years of experience in asset allocation, multi-asset investing, investment strategy, or quantitative investing, ideally in a portfolio management capacity.

• Deep understanding of capital markets, asset allocation methodologies, factor investing, portfolio theory, and the macroeconomic drivers of asset class returns.

• Demonstrated experience developing or enhancing an investment philosophy and process, capital market assumptions, asset allocation models, and investment decision frameworks.

• Extensive quantitative modeling experience, including statistical analysis, forecasting techniques, scenario analysis, probability-weighted decision frameworks, asset allocation model development, and portfolio optimization techniques.

• Familiarity with the responsible use of AI and advanced analytics tools to enhance investment research, improve efficiency, and strengthen investment decision-making preferred.

• Series 7 and Series 66 licenses required, or the ability to obtain within six months of hire.

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.