The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.

From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Advisory Solutions has over $300 billion in client assets under care, including 12 multi-manager sub-advised Bridge Builder mutual funds with approximately $150 billion in assets.
 
What you will do:

Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model trade implementation processes and risk controls, internal and external tool management, and analytics governance.Develop the knowledge and analytical skills for investment decision-making by assisting in portfolio construction, monitoring, and manager oversight and selection process.Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy.This position will predominantly focus on supporting the management of the Bridge Builder mutual funds and Edward Jones Money Market Fund, while allowing for exposure to and impact on all PST's areas of investment responsibility, including the Research Model portfolios for Advisory Solutions and Guided Solutions.