Portfolio Analyst - Resource Management, Firm PMO
Company: EDWARD JONES
Location: Maryland Heights
Posted on: January 16, 2022
Job Description:
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 14,000+ branch offices where our
more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with
clients face-to-face and one branch office administrator who
enhances the team's ability to build deep relationships with
clients. Headquarters associates in St. Louis and Tempe provide
support and expertise to help U.S. and Canada branch teams deliver
an ideal client experience. Edward Jones currently has more branch
offices than any other financial services firm, and we continue to
grow to meet the needs of long-term individual investors.Portfolio
Analyst - Resource Management, Firm PMO - US Remote Eligible
The Firm Portfolio Management Office (Firm PMO) is an
enterprise-level, strategic portfolio management office that serves
as a critical link between enterprise vision and the work of the
firm. It aims to provide a standard organizational methodology for
planning, executing, staffing, prioritizing and learning from all
efforts that comprise the firm's portfolio.
POSITION SUMMARY: This role will help support organizational and
Technology leadership in their efforts at overseeing, managing and
leveraging the entire life cycle of investments and initiatives (IT
and non-IT), to optimally achieve enterprise goals and
objectives.
Key Responsibilities:
Supports daily operations of resource
management and reporting using Clarity or tool with similar
resource management capabilitiesUses resourcing forecast to track
and identify resource allocation needs for Firm Investments.
Supports the efficient analysis and forecasting of resource needs
Coordinate the intake, follow up and resolution of all resource
management requests. Maintains resource information in eco-system
of tools (Clarity)Monitor and support resource requests,
availability and overall state of Firm resources to assure needs of
stakeholders are clearly understood and met Provides support to the
Resource Management Leader for regular resource meetings with
Division Resource Experts (DREs) to ensure continued alignment,
transparency and communication to support assignment of resource to
the highest priority work across the Firm. Creates agenda,
participates, and contributes during resource sync meetingsSupports
the collaboration with internal departments to prioritize
resourcing needs and assignments for future work.Ability to work
effectively with a wide range of individualsCreate and maintain
resource dashboards and other tools within the Firms eco-system to
reconcile and quality check division reports for review in with
Firm Portfolio Governance Group (FPGG).Act as resource partner and
provide support to function and segment leadersProvide support to
manage, monitor and create reports on resource trends and
KPIsUnderstanding of resource management practices and tools used
to create monthly-insights and reportingWorks as part of a team of
4-6 resource management analystsPosition Qualifications:
BA/BS Degree or higher3-5 years of
experience in resource management Interpersonal skills and Critical
ThinkingAble to clearly articular and communicate ideas both
written and verballyAble to work independently in a dynamic,
fast-paced and often changing environmentPossess technical and
analytical aptitude and organizational skillsAble to work as part
of team of leaders across the FirmPrevious resource management
experience required (manager and analyst)MS Office products, Agile,
SDLC knowledge and experienceExperience with Clarity resource
management module and Tableau reporting.
- FORTUNE 2020 - Edward Jones was named No. 7 on the 2020 FORTUNE
100 Best Companies to Work For - list.
- From FORTUNE -2020 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.
- Edward Jones Ranked No. 6 of the 100 best workplaces for
millennials by Great Place to Work and FORTUNE Magazine.
- 2020 Corporate Equality Index - Edward Jones joins the ranks of
680 major U.S businesses that received top marks in the HRC
Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
- Edward Jones named a top company for training, ranking No. 25
on Training magazine's 2020 Training Top 125 list - the highest
ranking among the financial-services industry!
- Financial services firm Edward Jones has been named one of the
2019 Best Workplaces for Parents by Great Place to Work and FORTUNE
magazine. The firm ranked No. 5 on the list of 50 companies, up two
spots from last year.
- The Best Workplaces for Parents list is one of a series of
rankings by Great Place to Work and FORTUNE based on employee
feedback from Great Place to Work-Certified - organizations. Edward
Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in
2019 list, the firm 's 20th appearance on the list. The firm also
was ranked the No. 1 Best Workplace in Financial Services &
Insurance and the No. 6 Best Workplace for Millennials by Great
Place to Work and FORTUNE. 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.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. 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:
Salary: $76798 - $130764
Category: Headquarters
Keywords: EDWARD JONES, Springfield , Portfolio Analyst - Resource Management, Firm PMO, Professions , Maryland Heights, Illinois
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