Associate Overlay Portfolio Manager - Data-Driven Investing

Edward Jones; St. Louis (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Job summary

Edward Jones in St. Louis, MO is seeking an Associate Overlay Portfolio Manager to support SMA strategy implementation and monitor performance. You will aid in tax loss harvesting, equitization, and multi-year transitions, collaborating with the overlay team to refine processes.

You will analyze attribution, participate in calls with sub-advisor teams, and help manage daily overlay activities within standard business hours, with some flexibility for U.S. market hours.

Qualifications

• Minimum 5+ years of industry experience.
• Bachelor's degree required.
• Strong communication skills.
• Proficiency with data analysis and tech tools.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Monitor performance of SMA strategies and benchmarks.
• Analyze performance attribution reports to identify drivers.
• Lead calls with sub-advisor teams to onboard strategies.
• Support tax loss harvesting and account equitization.
• Engage in routine overlay portfolio management during market hours.

Skills

5+ years experience

Communication skills

Technology skills

Critical thinking

Organizational skills

Multi-project

Python programming

Education

Bachelor's degree

Tools

Python

Job description

Edward Jones in St. Louis, MO is seeking an Associate Overlay Portfolio Manager to support SMA strategy implementation and monitor performance. You will aid in tax loss harvesting, equitization, and multi-year transitions, collaborating with the overlay team to refine processes.

You will analyze attribution, participate in calls with sub-advisor teams, and help manage daily overlay activities within standard business hours, with some flexibility for U.S. market hours.