Associate Analyst I - Mutual Fund - Wealth Management

Edward Jones

4d • Hybrid

About The Position

As an Associate Analyst I, you will partner with experienced analysts to research, evaluate, and monitor investment solutions primarily across fixed income, multi-asset, and alternative strategies aligned with the firm’s long-term philosophy. In this role, you’ll build foundational expertise in investment analysis while contributing meaningful insights that support decision-making across the organization. This is an excellent opportunity for someone eager to grow their career in investment research, develop technical skills, and collaborate in a high-performing, team-based environment.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field
• 1–3 years of experience in finance, investment analysis, or related area
• Strong analytical and critical thinking skills
• Ability to communicate complex information clearly in both written and verbal formats
• Strong attention to detail and organizational skills
• Ability to work effectively in a collaborative, team-oriented environment
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Ability to analyze and interpret financial and investment data
• Strong problem-solving and research capabilities
• Curiosity and willingness to continuously learn new tools, systems, and concepts

Nice To Haves

• Progress toward or interest in obtaining CFA designation
• Series 7 and Series 66 licenses (or willingness to obtain per department guidelines)
• Experience with investment research tools such as Morningstar Direct, FactSet, or similar platforms
• Exposure to data analysis tools or programming languages such as Python or R
• Interest in applying advanced analytics or AI tools to investment research

Responsibilities

• Support analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions
• Prepare materials for meetings and calls, including research summaries, recommendations, and analysis
• Conduct performance and attribution analysis to support investment evaluations
• Utilize tools such as Morningstar Direct, FactSet, and internal systems to gather, analyze, and maintain data
• Provide timely insights and updates on performance and market developments to stakeholders
• Communicate findings clearly and concisely, tailoring messaging to different audiences
• Collaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts

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
• tax-advantaged accounts: health savings account, and 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: Entry Level