PMO Portfolio Analyst

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **

Job Overview**

Position Schedule: Full-Time **

Responsibilities**

Join the Firm Strategy Shared Services organization where the direction of the firm is being defined. You will be a member of the Portfolio & Program Services (PPS) team within Shared Services as a portfolio analyst, using standard tools and processes combined with your experience to provide oversight and guidance to one or more portfolios or strategic programs. The PPS team is a small group who supports one another and has regular opportunities to engage and support senior leaders across the Firm Strategy organization. The role has a broad range of responsibilities that include:

• Stakeholder management to create efficiencies and influence positive portfolio/program outcomes
• Manage work intake and prioritization
• Ensure the work is represented and maintained in Clarity, Jira and/or Aha!
• Actively manage risks, issues, dependencies, and trade-offs
• Facilitate regular execution reviews and provide visibility of status to senior leaders
• Provide resource management support and associated Clarity tool support to portfolio/program leaders, including developing and delivering actionable resource-oriented insights
• Support adoption of firm-level tool enhancement roll-outs for Clarity, Jira, etc.
• Maintain understanding of methodologies, including Agile and Waterfall, in order to assist with appropriate execution and resource management strategies
• Various portfolio/program-related administrative responsibilities (meeting minutes, scheduling meetings, developing agendas, etc.)

Benefits

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $78795

Hiring Maximum: $134163 **

Skills/Requirements**

• Bachelor's degree or equivalent experience is required
• 5+ years working in a project environment either as a portfolio manager, program manager, or project manager leading large projects
• 2-3 years of experience with both Waterfall and Agile methodologies
• 2-3 years of experience working with Clarity in a project management capacity
• Experience working with Jira, Rally, or comparable Agile tool
• Excellent interpersonal and written communication skills; effectively communicates with organizational leaders; incorporates effective listening and collaboration skills
• Ability to prioritize and execute on multiple tasks/projects and autonomously adjust to changing priorities
• Ability to summarize complex information and concepts and clearly communicate to various audiences
• Works effectively both autonomously and team environment
• A positive approach to fulfilling responsibilities: willingness to engage in healthy team debate and ultimately support decisions even if they are different than the candidate's recommendation
• Willingness to be flexible - to pitch in and help to accomplish a goal even if the need is outside typical responsibilities

What Could Set You Apart

• Scrum Master or Agile Coach experience
• Power BI experience
• Financial Services experience
• PMP certification
• Series 7 and/or 66

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

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.