Associate Analyst - Product Review
Company: EDWARD JONES
Location: Jefferson City
Posted on: September 15, 2023
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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.Opportunity OverviewProduct Review's mission is to help
clients achieve their financial goals by ensuring the products the
firm offers align with our investment philosophy. Established in
1983, the department executes on this mission by reviewing,
approving, and monitoring all types of investments and solutions
broadly marketed by Edward Jones.Product Review is organized into
four specialized teams covering investments and solutions such as
mutual funds and ETFs, insurance and annuities, stocks and bonds,
and retirement and education plans. The department functions
independently within the firm by reporting only to the firm's
managing partner.Responsibilities Summary--- Develop analytical
skills by assisting with reviews on products that are the
responsibility of the assigned team. --- Develop the ability to
critically review prospectus / contract language.--- Assist
analysts by compiling and reviewing data, conducting analysis, and
completing studies of product types or individual strategy
reviews.--- Participate in a rotational analyst development program
to bolster breadth of knowledge and familiarity with various
products covered by Product Review teams.Provide service to branch
teams and internal stakeholders by responding to
requestsQualifications Required in the Job: --- Finance, Applied
Mathematics, Accounting or Economics Bachelor's degree and/or a
Master's degree in a related field preferred--- CFA designation
preferred. Progress towards designation within one year of hire.
Completion of three CFA exams are critical for career progression
within the department.--- Series 7/66 or their equivalency required
or attainable within one year of hire.--- Solid understanding of
Microsoft Office including Excel, Word and PowerPoint. --- Good
communication skills.Minimum Experience Required--- 1-2 years of
experience in financial services related field preferredDepth of
knowledge of principles and practices of a specific field of
specialization:--- Solid knowledge of economic, statistical and
investment concepts.--- Proficiency in financial modeling and using
spreadsheets, data tools, and financial databases (Bloomberg,
FactSet etc.).--- Willingness to become a continuous student of
industry, product, and firm landscapes and concepts.--- Develop an
understanding of: --- How to read highly technical and/or legal
language. --- Product Review's role as the informed buyer for the
client, and how decisions contribute to providing complete wealth
management for clients. --- Edward Jones investment philosophy and
firm business model. --- Financial statement analysisAbility to:---
Locate and sort through various information sources to identify
relevant information needed to make an investment decision.---
Prepare reports, statistical data and recommendations for use in
the formulation of investment decisions, processes or tools.---
Represent Edward Jones by accompanying analysts in meetings for
purposes of investment analysis.--- Good written and verbal
communication skills for preparing and presenting preliminary
analysis to team as well as responding to requests from branch
teams.--- Strong interpersonal skills are necessary to express
ideas and results of analysis to team.Problem Solving:--- Strong
critical thinking skills necessary. Ability to assist in the
solving of complex, non-routine problems. Requires extensive
fact-finding.--- Ability to interpret financial results and various
financial ratios.100 Best Workplaces for Millennials in 2022,
published Fortune July 2022, Great Places to Work - data as of
March 2022. Compensation provided for using, not obtaining, the
rating. Edward Jones was recognized as one of the Best Workplaces
for Millennials by Great Places to Work - and Fortune - magazine.
The privately held firm ranked No. 2 overall, in its fourth
appearance on the list.2022 Fortune Best Workplaces for Women,
published September 2022, research by Great Places to Work -, data
as of August 2021. Compensation provided for using, not obtaining,
the rating.Edward Jones has been named to the 2022 Best Workplaces
for Women list by Great Places to Work - and Fortune - magazine,
ranking No. 45.2022 Fortune's 100 Best Companies to Work For,
published April 2022, research by Great Place to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
rating.For the 23rd time, Edward Jones has earned a spot on the
Fortune 100 Best Companies to Work For - ranking by Great Places to
Work - and Fortune - magazine. Edward Jones ranked No. 35 on the
prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality,
Great Place to Work - in partnership with Human Rights Campaign
Foundation, published Equity Magazine January 2022, data as of July
2021. Compensation provided for using, not obtaining, the rating.
Edward Jones scored 100 percent on the Human Rights Campaign
Foundation's 2022 Corporate Equality Index (CEI) the nation's
foremost benchmarking survey and report measuring corporate
policies and practices related to LGBTQ+ workplace equality. The
ranking designated Jones as one of the best places to work for
LGBTQ+Equality.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: $68105 - $112305Category: Headquarters
Keywords: EDWARD JONES, Jefferson City , Associate Analyst - Product Review, Professions , Jefferson City, Missouri
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