Associate Analyst I

Edward Jones is a Fortune 500 company dedicated to providing personalized investment solutions and exceptional service through its Wealth Management and Field Management Division. What You’ll Do 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, FactSet, Bloomberg, BlackRock 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 who live within commutable distance from our Tempe, AZ and St. Louis, MO 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 comprehensive benefits package that includes medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life and AD&D coverage at no cost to associates, a 401(k) retirement plan, health savings and flexible spending accounts, ten paid holidays, 15 days of vacation for new associates starting on January 1 of each year, and sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing, and all associates are eligible for the firm’s Employee Assistance Program. For more information on benefits, please visit the benefits page. #J-18808-Ljbffr Edward Jones