Associate Analyst I-Equities, CSG
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Securities Research department within Edward Jones is responsible for conducting research, identifying risks and opportunities, and communicating recommendations on individual stocks and bonds. The Associate Analyst I position is one responsible for supporting analysts who are making investment decisions for clients. If you have strong analytical skills, a passion of the markets, and enjoy working on a fast paced team environment, this might be an ideal opportunity for you
**This position is in the St. Louis or Tempe office**
•Support equities and/or fixed income team by gathering data and conducting statistical analysis in support of investment recommendations.
•Assist the team in preparing communications of an investment message by updating opinions and sector reports, preparing PowerPoint presentations, and summarizing important sector events both written and verbally.
•Deliver quality service to financial advisors by responding to information requests from financial advisors and internal departments.
•Enroll in and work towards completion of the CFA program.
•Finance, Accounting, or Economics Bachelor's degree and/or MBA preferred
•CFA or actively pursuing CFA designation consistent with department policy
•Series 7/66 within 6 months of hire, consistent with department policy
•Strong understanding of Microsoft Office including Excel, Word and PowerPoint
Years of Experience Required
• 0-2 years in related field
•Basic knowledge of economic, statistical and investment concepts.
•Capable of gathering relevant statistical data for use in the formulation of investment recommendations.
•An understanding of Edward Jones investment philosophy and firm business model.
•Experience preparing and presenting research as well as responding to requests from FAs and various internal departments and committees.
•Strong written and verbal communication skills for preparing and presenting preliminary research findings.