Overlay Portfolio Solutions Developer

Edward Jones; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Edward Jones in San Francisco is seeking a seasoned software engineer to join the Overlay Management team as Engineer III. You will design, develop, test, and deploy scalable overlay systems addressing tax, risk, and customization needs for clients and advisors.

You will collaborate with business and technology stakeholders, translate requirements into robust solutions, and contribute to continuous improvement while delivering on schedule in a dynamic financial services environment.

Qualifications

• Bachelor's degree in Computer Science or related field or comparable work experience.
• 5+ years of experience in software development.
• 2+ years experience with multi-factor risk models (Aladdin, MSCI, Axioma).
• 2+ years experience with portfolio optimization platforms (Axioma, MSCI, Aladdin).
• Expert level in at least one environment: Web App, Client App, Mainframe, or Optimization/risk models.

Responsibilities

• Apply business and technical knowledge to ensure availability of systems used in overlay services.
• Independently complete high-level and technical systems design for new/enhanced systems.
• Develop business and technical requirements for enhancements and projects.
• Design, develop, test, document, and implement quality application software.
• Provide and validate program estimates and project timelines.
• Identify dependencies and trade-offs across multiple systems.
• Develop stakeholder relationships and promote continuous improvement.
• Develop and execute complex system test plans to ensure quality.
• Create documentation across systems and functional areas.

Skills

Software development

Communication

Education

Bachelor's degree

Tools

Aladdin

MSCI

Axioma

Portfolio optimization

Job description

This job posting is anticipated to remain open for 30 days, from 29-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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:

• Responsible for applying business and technical knowledge to ensure availability of systems used in the implementation of pilot overlay services, and to provide quality solutions for Overlay Management needs
• Independently complete high-level and technical systems design for new and enhanced systems
• Develop business and technical requirements for enhancements, projects, and new systems
• Design (including system specifications), develop, test, document, and implement quality application software within targeted due dates
• Provide and validate program / task / system estimates
• Proactively identify implications of a project – articulate urgency, dependencies and trade-offs over multiple systems
• Develop relationships with stakeholders
• Identify opportunities to modify software to avoid future problems and promote continuous improvement
• Develop and execute complex system test plans to ensure quality
• Create documentation across many systems and functional areas, describes touch points and impacts at a total system level
• May involve periodic review and confirmation of general support documentation
• Internally, this position will be known as Engineer III.

What You'll Need:

• Bachelor's degree (preferred) in Computer Science, Management Information Systems, related field or related work experience
• 5+ years of experience in software development
• 2+ years experience with multi-factor risk models i.e. Aladdin, MSCI, Axioma, etc.
• 2+ years experience with portfolio optimization platforms i.e. Axioma, MSCI, Aladdin, etc.
• Expert level in at least one of the following environments; gaining understanding in other environments. Environments may include the following, plus the ability to interface with one or more database platforms:
  • Web Application Development
  • Client Application Development
  • Mainframe Online and/or Batch Development
  • Optimization and factor risk models

What Could Set You Apart:

• Strong knowledge of various types of investments, asset classes, and capital markets
• Strong understanding of and ability to manage multi-asset portfolio investment risk and/or optimization platform on a day-to-day basis.
• Strong knowledge of portfolio construction, portfolio optimization, and/or portfolio risk management.

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.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.