Associate Analyst - Mutual Fund - Wealth Management

This job posting is anticipated to remain open for 30 days, from 30-Sep-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 500 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.

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Are you passionate about investments, data analysis, and helping drive better outcomes for clients?

As an Associate Analyst I, you will partner with experienced analysts to research, evaluate, and monitor investment solutions primarily across fixed income, multi-asset, and alternative strategies aligned with the firm’s long-term philosophy. In this role, you’ll build foundational expertise in investment analysis while contributing meaningful insights that support decision-making across the organization.

This is an excellent opportunity for someone eager to grow their career in investment research, develop technical skills, and collaborate in a high-performing, team-based environment.

• Support analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions
• Prepare materials for meetings and calls, including research summaries, recommendations, and analysis
• Conduct performance and attribution analysis to support investment evaluations
• Utilize tools such as Morningstar Direct, Fact Set, and internal systems to gather, analyze, and maintain data
• Provide timely insights and updates on performance and market developments to stakeholders
• Communicate findings clearly and concisely, tailoring messaging to different audiences
• Collaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts

• Supporting high-quality investment decisions that help clients achieve long-term financial goals
• Enhancing the accuracy and timeliness of investment research and reporting
• Improving team efficiency through data analysis and process support
• Contributing to a collaborative and inclusive team environment focused on strong outcomes

• Bachelor’s degree in Finance, Economics, or a related field
• 1–3 years of experience in finance, investment analysis, or related area
• Strong analytical and critical thinking skills
• Ability to communicate complex information clearly in both written and verbal formats
• Strong attention to detail and organizational skills
• Ability to work effectively in a collaborative, team-oriented environment

• Progress toward or interest in obtaining CFA designation
• Series 7 and Series 66 licenses (or willingness to obtain per department guidelines)
• Experience with investment research tools such as Morningstar Direct, Fact Set, or similar platforms
• Exposure to data analysis tools or programming languages such as Python or R
• Interest in applying advanced analytics or AI tools to investment research

• Proficiency in Microsoft…