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Senior Analyst, Sustainable Investing

Location: Jefferson City
Posted on: September 14, 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 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 recent years, socially conscious investors are increasingly seeking to align their portfolios with their purpose and world views. Known as Sustainable Investing, this method allows investors to improve investment decisions, encourage better corporate behavior, andor make a positive environmental or social impact. While not a new concept, Sustainable Investing has become one of the top strategic themes in the wealth and asset management industries, while at the same time aligning with the purpose, value promise, and enterprise strategic objectives here at Edward Jones.As the Sustainable Investing Senior Analyst, you will help elevate and accelerate Edward Jones' sustainable investing advice and thought leadership ultimately increasing the profile and brand position to clients, branch teams, and internal stakeholders. In this role you will leverage a strong understanding of evolving industry dynamics and client expectations to help support Edward Jones' Sustainable Investing capabilities and integrating advice and thought leadership into products and services.Key responsibilities will include the following and will evolve over time:Strategically execute on key initiatives with key stakeholdersCreate advice and education on key themes and topicsAssist in integrate environmental, social, and governance (ESG) considerations into investment process by working with key stakeholders in investment management and research including securities research, portfolio construction, manager research, investment risk, and asset allocationDevelop thought leadership that is shared both internally and externallyHelp clients, branch teams, and the industry better understand Edward Jones' Sustainable Investing capabilities, thought leadership, and advice through digital and verbal communications, white papers, and attending and presenting at industry eventsWork with product teams to ensure the Sustainable Investing product shelf meets the evolving needs of clients and branch teamsServe as a key input into the firm's understanding of industry regulations and policy decisions and keep key stakeholders across Edward jones abreast of material developments influencing sustainable investmentsSupport the delivery of marketing content by appearing in videos and drafting contentCollaborate with investment teams on ESG analysis and adviceBachelor's degree in Finance, Economics, Public Policy or other related disciplines7+ years of experience in an investment management andor ESGSustainable Investing experienceUnderstanding and experience in ESGSustainable investing and policy landscapeStrong communication and presentation skillsUnderstanding of the wealth management client base and knowledge of investment products across asset classesDemonstrated success in working accross functional groups with ability to drive projects to completion through consensus of key stakeholdersSeries 766 required or attainable within six months of hireCFA, CFP, CSRIC, MBA or other investment or Sustainable Investing designations is a plus2021 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 Reserved2021 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 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: $128299 - $218456Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Senior Analyst, Sustainable Investing, Professions , Jefferson City, Missouri

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