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
Edward Jones is seeking a highly skilled individual to serve as a managed-investments Analyst or Senior Analyst in its Product Review department. This person is responsible for analyzing and approving mutual funds, retirement products and other investment products sold by Edward Jones. The ideal candidate possesses a bachelor's degree in a related field, has experience analyzing mutual funds, retirement products and/or other managed investment products, and has obtained their CFA designation.
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Product Review helps clients achieve their goals by ensuring the firm's offerings are aligned with clients' interests and our investment philosophy. Analysts as well as Senior Analyst in Product Review independently evaluate a broad array of proposed and currently available investments and services in order to determine whether they can, or continue to, be appropriate for a client's goals. This requires a high degree of independent judgement and discretion in order to protect our clients and the firm. Analysts and Senior Analysts collaborate with internal stakeholders to correctly position the offerings and educate financial advisors and clients as appropriate. Analysts and Senior Analysts are expected to have strong critical thinking skills, a track record of success executing established analytical processes, a broad understanding of the financial industry, and an intellectual curiosity to further develop their subject matter expertise.
What you'll do..
- Independently review and monitor investments for alignment with the Edward Jones investment philosophy and our clients' interests.
- Act as subject matter expert providing analysis and recommendations on a specific set of products or services.
- Conducting the initial analysis and sustained monitoring of various managed investment products, potentially including mutual funds, ETFs, private market alternatives, retirement and college-savings plans, and unit investment trusts sold by Edward Jones in the United States and Canada.
- Preparing recommendations associated with managed investment product approvals and effectively communicating conclusions with product leaders, vendors, and internal clients at all levels.
- Working in collaboration with other Product Review analysts or Senior Analysts to support the department's overall objectives.
- Actively build relationships with stakeholders and branch teams in order to better understand client needs and cultivate mutual trust.
- Regularly assess workflow prioritization with leaders and stakeholders in order to maximize the impact of decisions and deliver the right results.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $140400
Hiring Maximum: $239100
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Skills/Requirements
What you'll need...
- Bachelor's degree, preferably in Finance, Accounting, Economics or Business Administration
- CFA designation required
- 3-5+ years' experience analyzing mutual funds or other managed investments
- Industry experience required.
- Experience with financial accounting, securities analysis (equity and fixed income)
- Experience with alternative investments, such as private equity, credit and real estate, is preferred.
- Clear understanding of the firm's investment philosophy, advice & guidance, firm values, and our clients.
- Solid understanding of financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, Morningstar)
- Knowledge of economic, statistical, and investment concepts.
- Expertise in financial research including procurement and synthesis of financial information from multiple industry sources to reach decisions.
- Strong critical thinking and problem solving skills
- Excellent verbal and written communication skills
- Intermediate-level skills using Microsoft Excel and Word
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.
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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
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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 9 million clients and 20,000 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 2024, data as of December 2023. 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.
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