Analyst - Mutual Fund - Wealth Management

Edward Jones

6d • Hybrid

About The Position

We are seeking an experienced investment professional to identify, evaluate, and oversee investment solutions that align with our investment philosophy and stakeholder objectives. This role contributes to portfolio construction, investment due diligence, and solution oversight to help clients achieve their financial goals while supporting strong business outcomes.

Requirements

• Bachelor's degree in a relevant or complementary field to investment manager due diligence.
• 2+ years of industry experience preferred
• Series 7 and Series 66 licenses required in accordance with department policy or obtained within established department timelines
• CFA designation required in accordance with department policy

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
• Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)
• Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders
• Communicate portfolio implications, investment rationale, and market developments to support informed decision-making
• Partner with stakeholders across the firm to align investment solutions with client and business objectives
• Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning
• Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• health savings account
• flexible spending account
• ten paid holidays
• 15 days of vacation for new associates
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level