Associate Analyst

Position: Associate Analyst I
This job posting is anticipated to remain open for 30 days, from 09-Jul-2026. The posting may close early due to the volume of applicants.

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.

At Edward Jones, the Wealth Management and Field Management Division is dedicated to helping clients achieve their financial goals through personalized investment solutions and exceptional service. By leveraging deep client insights, we continuously enhance our products, platforms, and advice offerings to meet evolving needs. As part of this collaborative and innovative environment, you'll have the opportunity to make a meaningful impact on the client's experience and the firm's long-term success.

What You'll Do:

The Associate Analyst I will:

* Support the Portfolio Solutions Team by assembling, reviewing, and validating investment data to ensure accuracy and integrity.

* Conduct quantitative and qualitative investment analysis to support portfolio management and decision-making.

* Prepare investment recommendations, performance reports, and portfolio monitoring materials.

* Assist with model trade implementation processes, risk controls, analytics governance, and management of internal and external investment tools.

* Develop investment knowledge and decision-making capabilities through participation in asset allocation implementation, portfolio construction, portfolio monitoring, and investment manager selection activities.

* Partner with Investment Manager Research, Investment Risk, Asset Allocation, and other key stakeholders to support investment decisions aligned with the firm's long-term strategy and investment philosophy.

* Contribute to the ongoing enhancement of portfolio solutions, processes, and investment oversight activities.

What You'll Need:

* Bachelor's degree in finance, Accounting, Economics, Business, or a related field; MBA preferred.

* Progress toward completion of the CFA designation preferred.

* Series 7 and Series 66 (or Series 63/65 combination) licenses required or obtainable within six months of hire.

* Experience with investment and data analysis tools such as Morningstar Direct, Fact Set, Bloomberg, Black Rock Aladdin, Tableau, Microsoft Office, and/or programming languages including Python, R, or SQL.

* 1-4 years of relevant experience in investments, asset management, wealth management, research, or portfolio analysis preferred.

* Experience with multi-asset portfolios, manager selection, and/or fund management is a plus.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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

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…