Senior Analyst - Mutual Fund, Wealth Management
Edward Jones
Investment Professional Opportunity
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.
We are seeking an experienced investment professional to proactively identify, evaluate, and oversee high-quality investment solutions that align with our long-term investment philosophy, 4-pillar framework, and diverse stakeholder objectives. This role plays a critical part in helping clients achieve their financial goals through thoughtful portfolio construction, rigorous due diligence, and collaborative decision-making.
Key Responsibilities
- Investment Research & Oversight
- Strategic Recommendation & Communication
- Stakeholder Partnership
- Leadership & Team Development
- Impact & Continuous Improvement
Bachelors Degree in a relevant or complementary field to investment manager due diligence. 5+ years of industry experience preferred. Series 7 and 66 consistent with department policy or attained in alignment with department timelines. CFA required consistent with department policy or significant progress towards the CFA upon potential hire.
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.
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' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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 firm's Employee Assistance Program.
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