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Associate Analyst - Product Review

Location: Belleville
Posted on: September 17, 2023

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.

  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
      Salary: $68105 - $112305
      Category: Headquarters

Keywords: EDWARD JONES, Belleville , Associate Analyst - Product Review, Professions , Belleville, Illinois

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