Associate Portfolio Manager - North American Equities

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      "Value": "<span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">The Canadian Portfolio Management team is responsible for the design, implementation, marketing, and ongoing management of fully discretionary multi-asset investment programs that deliver Edward Jones’ best thinking to clients, in a fiduciary relationship, across multiple risk profiles and investment objectives. This team has overall responsibility for asset allocation implementation, portfolio construction, and manager/fund/security selection within firm discretionary multi-asset model portfolios (including Edward Jones Models, SMAs and UMAs) and is ultimately responsible for the investment performance of these portfolios, which has direct client impact. </span></span></span></span></span></span><br><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">The team will be comprised of licensed Portfolio Managers and an Associate Portfolio Manager (APM) who are experts in portfolio design, asset allocation, security selection and implementing tactical allocations within the portfolio. They will partner with other Advice &amp; Guidance teams, including Investment Manager Research, the US Portfolio Management team and the Asset Allocation team, to bring Edward Jones’ best thinking to life while effectively accounting for and addressing the unique nuances and structure of the Canadian market. The team will manage client assets in a manner consistent with Edward Jones' investment philosophy, adhering to its established investment process and regulatory considerations, and deliver performance that meets or exceeds expectation on behalf of clients.&nbsp;</span></span></span></span></span></span><br><br><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Key Responsibilities:</span></span></span></span></span></span><ul style=\"margin-bottom:11px\"><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Execute rigorous fundamental and quantitative research on individual companies and industry sectors to identify high-conviction equity opportunities specifically for the Edward Jones Proprietary SMAs, including financial modelling and determining intrinsic value of companies</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Support the Canadian Portfolio Management Team (PMT) in conducting in-depth research and analysis to optimize asset allocation across different asset classes (including equities, fixed income, alternatives and cash) and preparing investment recommendations for Edward Jones Model Portfolios, SMAs and UMAs</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Serve as an investment subject matter expert and deliver high quality recommendations to support the Canadian PMT areas of influence and support other areas of the organization in pursuit of firm objectives.</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Contribute to the investment decision making process by assisting in the asset allocation implementation, portfolio construction and manager/security selection process, including proposing recommendations for the MyCompass Model series.</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Work in partnership with Investment Strategy, Portfolio Solutions, Research, Investment Risk Group, Asset Allocation Team, and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Deliver effective written and verbal communication on investment ideas and industry knowledge to financial advisors, clients, internal departments, and firm leaders (as needed). This includes the ability to create and deliver timely, insightful and technical presentations on Edward Jones' managed portfolios.</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Actively look for opportunities to improve and further develop knowledge around portfolio construction, risk, asset allocation, investment managers, and markets</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Serve as a deep SME and deliver high quality insights and answers to financial advisors and internal departments by responding to information requests</span></span></span></span></span></span></li><li style=\"margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Responsible for translating Canadian PM team insights and decisions into client and branch facing content on a recurring basis; including writing quarterly commentary, fact sheets, model sheets, security/manager changes and supporting rationale. Content is highly technical but communication must be easy to understand for the end user.</span></span></span></span></span></span></li><li style=\"margin-bottom:11px; margin-left:8px\"><span style=\"font-size:12pt\"><span style=\"line-height:115%\"><span style=\"font-family:Aptos,sans-serif\"><span style=\"font-size:10.0pt\"><span style=\"line-height:115%\"><span style=\"font-family:\" arial\",sans-serif\"=\"\">Act with integrity, diligence, and due care in supporting the design, implementation, and ongoing oversight Edward Jones' Managed Accounts by ensuring all investment recommendations meet our fiduciary standard, regulatory obligations and prioritize clients’ best interests</span></span></span></span></span></span></li></ul>",
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