Mona Mahajan
Principal, Head of Investment Strategy and Asset Allocation at Edward Jones
- Role
- Principal, Head of Investment Strategy at Edward Jones
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Mona Mahajan
As a Principal and Head of the Investment Strategy and Asset Allocation teams, I\'m responsible for providing market advice and portfolio guidance across asset classes, including equities and fixed income. I strive to support our more than financial advisors and over 9 million clients with differentiated investment and portfolio positioning insights in order to help them achieve or exceed their long-term financial goals. I also serve as a key spokesperson, communicating – both internally and externally – the firm’s investment ideas and asset allocation views. I appear regularly on broadcast media, such as CNBC and Bloomberg TV, as well as print media, to express the firm\'s market and economic views.Edward Jones is a leading North American financial planning firm in the U.S. and through its affiliate in Canada. The firm’s more than financial advisors throughout North America serve more than 9 million clients with a total of $2.4 trillion in client assets under care as of Sept. Edward Jones\' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm\'s approximately associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at and its recruiting website is Member SIPC.
Experience
Principal, Head of Investment Strategy
Dec 2024 — Present
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.)
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
Bachelors of Economics
Skills
- Financial Modeling
- Due Diligence
- Hedge Funds
- Emerging Markets
- Instiutional Investing
- Fundamental Analysis
- Go-to-Market Strategy
- Macroeconomic Strategy
- Portfolio Management
- Competitive Analysis
- Institutional Sales
- Asset Management
- Investment Management
- Mergers & Acquisitions
- Credit Risk
- Investment Banking
- Private Equity
- Valuation
- Mutual Funds
- Risk Management
- Event Driven
- Equities
- Credit Analysis
- Product Specialist
- Marketing Strategy
- Fixed Income
- Financial Analysis
- Structured Finance
- Investments
- Long/Short Equity
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