10 days old

Associate Analyst I-Equities (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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 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.

*Depth of knowledge of principles and practices of a specific field of specialization such as
finance, human resources, IS, marketing, etc.*
Solid knowledge of economic, statistical and investment concepts.
Ability to utilize various information sources including software tools and Excel to identify
relevant information needed to make an investment decision.
Ability to prepare reports and statistical data for use in the formulation of investment
recommendations.
Understanding of Edward Jones investment philosophy and firm business model.
Proven written and verbal communication skills for preparing and presenting preliminary
research to Research Review Committee and for communicating to FAs and clients.
Proven interpersonal skills are necessary to express ideas and research.

*Problem Solving*
Proven critical thinking skills necessary. Ability to assist in the solving of complex, non-routine
problems. Requires extensive fact-finding. Associate Analysts will gather, assemble, analyze, and communicate investment data to help support the investment decision-making process.



* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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. [Visit our career site](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-06-11 Expires: 2021-07-22
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Associate Analyst I-Equities (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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