Associate Analyst - Product Review
Company: EDWARD JONES
Location: Belleville
Posted on: September 17, 2023
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Job Description:
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 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.Opportunity 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 1983, 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 into four specialized teams covering
investments and solutions such as mutual funds and ETFs, insurance
and annuities, stocks and bonds, and retirement and education
plans. The department functions independently within the firm by
reporting only to the firm's managing partner.
Responsibilities 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.
--- Assist analysts by compiling and reviewing data, conducting
analysis, and completing studies of product types or individual
strategy reviews.
--- Participate in a 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 stakeholders by
responding to requestsQualifications Required in the Job:
--- Finance, Applied Mathematics, Accounting or Economics
Bachelor's degree and/or a Master's degree in a related field
preferred
--- CFA designation preferred. Progress towards designation within
one year of hire. Completion of three CFA exams are critical for
career progression within the department.
--- Series 7/66 or their equivalency required or attainable within
one year of hire.
--- Solid understanding of Microsoft Office including Excel, Word
and PowerPoint.
--- Good communication skills.
Minimum Experience Required
--- 1-2 years of experience in financial services related field
preferred
Depth of knowledge of principles and practices of a specific field
of specialization:
--- Solid knowledge of economic, statistical and investment
concepts.
--- Proficiency in financial modeling and using spreadsheets, data
tools, and financial databases (Bloomberg, FactSet etc.).
--- Willingness to become a continuous student of industry,
product, and firm landscapes and concepts.
--- Develop an understanding of:
--- How to read highly technical and/or legal language.
--- Product Review's role as the informed buyer for the client, and
how decisions contribute to providing complete wealth management
for clients.
--- Edward Jones investment philosophy and firm business model.
--- Financial statement analysis
Ability to:
--- Locate and sort through various information sources to identify
relevant information needed to make an investment decision.
--- Prepare reports, statistical data and recommendations for use
in the formulation of investment decisions, processes or tools.
--- Represent Edward Jones by accompanying analysts in meetings for
purposes of investment analysis.
--- Good written and verbal communication skills for preparing and
presenting preliminary analysis to team as well as responding to
requests from branch teams.
--- Strong interpersonal skills are necessary to express ideas and
results of analysis to team.
Problem Solving:
--- Strong critical thinking skills necessary. Ability to assist in
the solving of complex, non-routine problems. Requires extensive
fact-finding.
--- Ability to interpret financial results and various financial
ratios.
Salary: $68105 - $112305
Category: Headquarters
Keywords: EDWARD JONES, Belleville , Associate Analyst - Product Review, Professions , Belleville, Illinois
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