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: $81750

Hiring Maximum: $139194 **

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

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 **

About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.