Jobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

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.

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.

• 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.)

• Bachelor’s degree or equivalent experience.
• 5+ years of experience working in a project environment, leading large projects as a portfolio manager, program manager, or project manager.
• Familiarity with Waterfall and Agile methodologies.
• Experience working with project management tools such as Clarity, Jira, or Aha!
• Excellent communication skills and the ability to effectively communicate with organizational leaders.
• Strong ability to prioritize and execute on multiple tasks/projects and adapt to changing priorities.
• Ability to summarize complex information and concepts and communicate them clearly to different audiences.
• Works effectively both independently and in a team environment.
• Possess a positive approach towards healthy team debate and flexibility to support decisions that may differ from the candidate’s recommendation.

What could set you apart:

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