Investment Risk Manager
Edward Jones
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 Management department is often described as the firm’s investment engine. This group spans asset allocation, portfolio construction and optimization, manager research, securities research, and other core investment functions that power Edward Jones’ advisory capabilities.
The Investment Risk Group partners closely with Investment Management teams to provide independent risk oversight across portfolios and investment processes. As an Investment Risk Manager, 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.
What You Will Do:
- Conduct investment risk research and portfolio construction analysis to align Advisory multi-asset class models, Bridge Builder funds, asset allocation models, and SMA equity portfolios to investment objectives and investment risk framework.
- Provide independent portfolio construction oversight and risk monitoring for Advisory multi-asset class model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios to ensure alignment with investment goals and risk framework.
- 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.
- 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.
- Collaborate with team leaders to prepare and present Investment risk research and recommendations to senior leadership for approval.
- Collaborate and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm's long-term strategy
- Deliver effective written and verbal communication of investment risk guidance and optimization analysis to key stakeholders and leadership as needed.
(Internal Job Title for this role is Investment Optimization & Risk Anylst)