Associate Analyst

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.

• 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.

• 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.

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.

Edward Jones offers a compensation and benefits package that includes medical, prescription drug, dental, and vision coverage, voluntary benefits such as accident, hospital indemnity, and critical illness, short‑ and long‑term disability, basic life, and basic AD&D coverage (no cost to associates). The company provides a 401(k) retirement plan, health savings account, and flexible spending account. Associates receive ten paid holidays and 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 Employee Assistance Program. For more information on the benefits available to Edward Jones associates, please refer to the benefits page.