Financial Analyst I
3 days ago
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.
- 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.
- 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.
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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