Associate Analyst I-Product Review

Product Review Overview:

Product Review's mission is to help clients achieve their financial goals by ensuring the products the firm offers align with our investment philosophy. Established in 1984, the department executes on this mission by reviewing, approving, and monitoring all types of investments and solutions broadly marketed by Edward Jones.

Product Review is organized in four specialized teams covering investments and solutions such as mutual funds and ETFs, insurance and annuities, stocks and bonds, and retirement and education. It performs its functions independently within the firm by reporting only to the firm's managing partner.

Responsibility Summary:

•    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.
•    Support team by assisting other analysts in compiling and reviewing data, conducting analysis, and completing studies of product types or individual strategy reviews. 
•    Participate in 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 service receivers by responding to requests and inquiries.
•    Enroll, prepare for and display progression through the CFA program.
 

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