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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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