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Product Review Analyst-Managed Investments
2 months ago
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
Have you ever wondered if the work you do has an impact, on the firm you work for or the clients it serves? At Edward Jones you don't have to wonder.
We are on a transformational journey to further enable a client-centric approach to complete wealth management and this role plays an important part in that journey and in our ability to enhance and deliver on our value proposition.
You are self-motivated and have a demonstrated ability to think creatively, identify opportunities and risks, recommend solutions, and support decision making rooted in facts will help us achieve our objectives. You will work cross-functionally to ensure the delivery of products, solutions, and information our branches need to attract and retain ideal clients.
In return, you'll have the opportunity to expand your career with an exciting team and a growing firm whose purpose is to partner for positive impact.
The Product Review team helps clients achieve their goals by ensuring the firm's offerings are aligned with clients' interests and our investment philosophy. Analysts in Product Review independently evaluate a broad array of proposed and currently available investments and services to determine whether they can, or continue to, be appropriate for a client's goals. This requires a high degree of independent judgement and discretion to protect our clients and the firm. Analysts collaborate with internal stakeholders to correctly position the offerings and educate financial advisors and clients as appropriate. Analysts are expected to have strong critical thinking skills, a track record of success executing established analytical processes, a broad understanding of the financial industry, and an intellectual curiosity to further develop their subject matter expertise.
What you'll do...
- Independently review and monitor investments for alignment with the Edward Jones investment philosophy and our clients' interests
- Act as subject matter expert providing analysis and recommendations on specific products or services
- Clearly communicate with stakeholders in a timely and professional manner
- Maximize team effectiveness by working with other analysts to develop innovative solutions
- Actively build relationships with stakeholders and branch teams to better understand client needs
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:
Hiring Minimum: $113810
Hiring Maximum: $193785
Skills/Requirements
What you'll need...
- Bachelor's degree in related field
- 4+ years of relevant work experience, including prior experience in investment analysis
- CFA designation, or progress toward designation
- SIE, Series 7, Series 66
- Proven ability to conduct research related to the investment quality and merits of products and services
- Solid understanding of financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, Morningstar)
- Knowledge of economic, statistical, and investment concepts
- Ability to address difficult situations and adapt to changing priorities
- Ability to successfully execute analytical processes in order to make high-quality and efficient decisions
- Experience communicating analysis and decisions in a variety of ways to multiple audiences
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Awards & Accolades
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.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
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