Job type
-
Full-time
Work setting
-
Office
-
Hybrid work
Location
St. Louis, MO
Benefits
Pulled from the full job description
- Profit sharing
Full job description
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
Team Overview:
The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.
Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $200 billion in client assets under care, representing 15% of the firm’s total assets under care.
PST is seeking an Associate Analyst I to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients’ complete wealth management needs.
PST includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, responsible for management and oversight for the Advisory Solutions and Guided Solutions research models, and the Proprietary Funds Team, responsible for management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions.
What You Will Do:
The Associate Analyst I will be responsible to:
- Support the Portfolio Solutions Team in assembling and reviewing investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, and performance reporting and monitoring.
- Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, and manager selection process.
- Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm’s long-term strategy and investment philosophy.
- Enroll in and work towards completion of the CFA program.
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. Visit our career site 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:
Hiring Minimum: $70659
Hiring Maximum: $116516
Skills/Requirements
What Experience You Need:
- Finance or Accounting Bachelor’s degree; MBA preferred
- 2-4 years of working experience.
- Successful progress towards completion of the Chartered Financial Analyst (CFA) designation preferred
- Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire.
- Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) or programming languages (Python, R, SQL).
- Experience with multi-asset portfolios, manager selection and/or fund management is a plus.
- This is a hybrid position in out St. Louis, MO office
- 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.
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
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 8 million clients and 19,000 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 2023, data as of December 2022. 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.
