Associate Analyst II - Product Review

Edward Jones

About The Position

Product Review helps clients achieve their financial goals by ensuring the products offered by Edward Jones align with its investment philosophy. The department reviews, approves, and monitors investments and solutions broadly marketed by the firm, across four specialized teams covering areas such as mutual funds, ETFs, stocks, bonds, insurance, retirement, and education plans. The Associate Analyst II assists with reviews of products assigned to their team, develops the ability to critically review prospectuses, offering statements, and contract language, and supports analysts by compiling and reviewing data, conducting analysis, and completing studies of product types or individual strategies. The role also updates analytical tools and dashboards, participates in a rotational analyst development program to build knowledge across Product Review teams, and responds to requests from branch teams and internal stakeholders. The position develops knowledge of Edward Jones' investment philosophy and business model, financial statement analysis, and Product Review's role as an informed buyer for clients. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office three days per week before June 1, 2026, preferably Tuesday through Thursday, and four days per week effective June 1, 2026.

Requirements

Bachelor's degree in Finance, Applied Mathematics, Accounting, or Economics, and/or a master's degree in a related field is preferred.
Make progress toward the CFA designation within one year of hire; completion of the CFA program is critical for career progression within the department.
SIE and Series 7/66 licenses, or their equivalency, are required or must be attained within one year of hire.
Solid knowledge of economic, statistical, and investment concepts.
Proficiency in financial modeling using spreadsheets, data tools, and financial databases such as Bloomberg, FactSet, and Power BI.
Effective written and verbal communication skills to prepare and present preliminary analysis to the team and respond to branch-team requests.
Willingness to continuously learn about industry, product, and firm landscapes and concepts.

Nice To Haves

Two or more years of experience in a financial-services-related field is preferred.

Responsibilities

Assist with reviews of products assigned to the team.
Develop the ability to critically review prospectuses, offering statements, and contract language.
Compile and review data, conduct analysis, and complete studies of product types or individual strategy reviews to support analysts.
Update analytical tools and dashboards to support business goals.
Participate in a rotational analyst development program to build breadth of knowledge and familiarity with products covered by Product Review teams.
Respond to requests from branch teams and internal stakeholders.
Locate and sort through information sources to identify information relevant to investment decisions.
Prepare reports, statistical data, and recommendations for investment decisions, processes, or tools.
Accompany analysts in meetings for investment analysis.
Develop an understanding of Edward Jones' investment philosophy and business model, financial statement analysis, and Product Review's role as an informed buyer for clients.

Benefits

Medical and prescription drug coverage
Dental insurance
Vision insurance
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage at no cost to associates
Basic life and AD&D coverage at no cost to associates
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning January 1 each year
Sick time
Personal days
Paid day for volunteerism
Potential bonuses and profit sharing
Employee Assistance Program