Associate Analyst I-Mutual Fund

Company: EDWARD JONES
Location: Jefferson City
Posted on: May 6, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Within CSG, Investment Manager Research is part of our Advice and Guidance department, which provides guidance and insights on everything from market strategy and commentary, asset allocation and investment risk management, to the investment portfolios and products that are recommended across various platforms.

Specifically in Investment Manager Research, we focus on providing recommendations on managed investments (ETFs, Mutual Funds, Separately Managed Accounts etc), as well as providing expertise across asset classes, to support our clients in achieving what is most important to them. We do this by partnering closely with multiple areas of the firm and within Advice and Guidance to identify client needs, and work in partnership to deliver investment solutions to meet those needs.

Responsibilities:

• Support and assist the analyst team to identify, recommend and monitor quality investment solutions, consistent with the firm's long-term investment philosophy, Investment Manager Research's investment process, and stakeholder objectives to help clients achieve their goals.
• Serve as investment manager research subject matter experts to support our Edward Jones Advisory Solutions models, Bridge Builder Mutual Funds and Brokerage sample portfolios, as well as other investment stakeholders and oversight committees.
• Communicate with key stakeholders both internally and externally.
• Collaborate with and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm's long-term strategy.Position Requirements
  • Passion for financial markets, both equity and fixed income.
  • Very strong critical thinking skills, with a demonstrated ability to solve complex, non-routine problems.
  • Extensive knowledge of money management industry including various managed investments (mutual funds, ETFs, separate accounts, subadvisory relationships).
  • Strong ability to communicate effectively in various environments, including communication to investment committees, Board of Trustees, and other key stakeholders.
  • 1-2 years' experience working in financial services or asset management industry experience preferred.
  • Proficiency in spreadsheets, databases, and other software programs (such as: Morningstar Direct, FactSet, Bloomberg, Aladdin, and Microsoft Office) preferred.
  • CFA is preferred, or actively pursuing CFA designation consistent with department policy required.
  • Series 7/66 required or attainable within six months of hire.
    • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
      • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
      • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
        • From The Human Rights Campaign. All Rights Reserved
        • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
        • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
          • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
            Salary: $66379 - $109459
            Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Associate Analyst I-Mutual Fund, Professions , Jefferson City, Missouri