Financial Analyst I

3 days ago


St Louis, Missouri, United States Edward Jones Full time
Job Overview

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Product Review Analyst I, you'll play a critical role in ensuring the products we offer align with our investment philosophy.

Key Responsibilities
  • 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 requests.
Requirements
  • Finance, Applied Mathematics, Accounting, or Economics Bachelor's and/or a Master's degree in a related field preferred.
  • Progress towards CFA designation within one year of hire.
  • SIE and Series 7/66 or their equivalency required or attained within one year of hire.
  • Solid knowledge of economic, statistical, and investment concepts.
  • Proficiency in financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, FactSet, PowerBI, etc.).
  • Effective written and verbal communication skills are needed to prepare and present preliminary analysis to team as well as responding to requests from branch teams.
Preferred Qualifications
  • 1-2 years of experience in financial services-related field preferred.
  • Ability 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 on meetings for purposes of investment analysis.
About Us

At Edward Jones, we're a Fortune 500 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.



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