Associate Analyst I-Equities (Remote Work Eligible)

The Client Strategies Group (CSG) at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals. From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the CSG division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. Within CSG, the Advice and Guidance department helps people achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. The mission of our department is to be the thought engine providing complete wealth management advice and guidance that drives our clients success in achieving their goals. Within Advice and Guidance, the Securities Research Team is responsible for making recommendations on individual stocks and bonds.

Responsibility Summary:
Support the Securities Research Team by gathering data, conducting due diligence and helping to prepare investment recommendations. 

Develop knowledge and analytical skills for investment decision-making by assisting in financial and valuation model building, the due diligence process, stock and bond rating selection process.

Deliver effective written and verbal communication to financial advisors and clients. Enroll in and work towards completion of the CFA designation.

Qualifications Required in the Job
Finance or Accounting Bachelor's degree and/or MBA preferred
Qualifications Required in the Job
Successful progress towards completion of the Chartered Financial Analyst (CFA) designation Series 7/66 required or attainable within six months of hire.
Series 86/87 required or attainable within one year of hire. Proficiency in Microsoft Office, FactSet, Bloomberg, etc.) Minimum Years of Experience Required 2+ years of working experience. 0-2 years experience in related field. 2-4 years of experience in related field is preferred.  

  • You need to sign in to save