Edelman Financial Engines

Associate Investment Analyst (Santa Clara, CA Hybrid)

Edelman Financial Engines$112K — $149K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • B.S. or B.A. in economics, finance or related field with strong academic record.
  • 2+ years of experience in investment research or analysis, or an MBA.
  • Strong interest in macroeconomics and capital markets.
  • Proficiency with financial data tools like Bloomberg and Excel.
  • Excellent communication and teamwork abilities; detail-oriented analytical skills.

Responsibilities

  • Support senior leaders by preparing investment and market analysis that informs strategies.
  • Develop macroeconomic and capital market insights using charts, tables, and commentary.
  • Co-create investment materials for diverse audiences, including presentations and briefing documents.
  • Monitor global economic trends and synthesize themes into actionable insights for clients.
  • Collaborate with various teams to enhance analytical materials for clarity and impact.

Benefits

  • Discretionary bonus eligibility based on performance.
  • Comprehensive health, dental, and wellness plans.
  • 401(k) contributions to support retirement savings.
Full Job Description
As an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders - including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives. This role sits at the at the intersection of market analysis, data visualization, and strategic communication, helping ensure Edelman Financial Engines' investment views are well-informed, clearly articulated, and relevant to clients. Edelman Financial Engines has a deep commitment to building institutional-quality factor-based multi-asset portfolios at scale. In this role, you will help translate market and economic analysis into materials that inform investment strategy discussions and support client and advisor understanding, while continuing to build depth in markets, economics, and applied investment research. This is a hands-on analytical role with significant exposure to senior decision-makers and an opportunity to influence how investment insights are framed and delivered. In addition to an earnest desire to help people, the ideal candidate brings: • A strong interest in capital markets, economics and investing • Proven ability to work with data and market information to surface insights • Judgment in synthesizing complex information into clear, usable narratives This role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders. Responsibilities • Support senior investment leaders by preparing market, economic, and portfolio-relevant analysis that informs investment perspectives and strategy discussions. • Develop and maintain macroeconomic and capital market analysis, including charts, tables, and concise commentary highlighting key trends, risks, and inflection points. • Co-create investment content such as chart books, presentations, briefing materials, and short written perspectives for internal and external audiences. • Monitor global economic and market developments, synthesizing data releases and themes into insights relevant to portfolios, advisors, and client outcomes. • Collaborate with Investment Management, Marketing, and Financial Planner teams to refine materials for clarity and impact while maintaining analytical rigor and alignment with EFE's investment philosophy Requirements: • B.S. or B.A. degree in economics, finance or a related field with an excellent academic record. • 2+ years of experience in the investment industry (can be banking, wealth or asset management) in a research or analytical role, including contributions to thought leadership, or an MBA. • Deep interest in macroeconomics and investing and enjoys following and understanding financial markets and working with data to bring stories to life. • Has demonstrated skills working with financial data using Bloomberg, Excel and other tools. • Demonstrates excellent written and oral communications skills, as well as meticulous attention to detail and strong analytical skills. • Excellent communication and teamwork skills and an enthusiasm to learn, build, create and problem solve. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Edelman Financial Engines is an American financial advisory firm that provides investment management and financial planning services to individuals and institutions. The company was founded in 1986 and is headquartered in Vienna, Virginia. Edelman Financial Engines manages over $200 billion in assets and has over 1.2 million clients. The company's services include retirement planning, investment management, and financial planning. In 2018, the company was acquired by private equity firm Hellman & Friedman.
Learn more about Edelman Financial Engines
Size
1,500 employees
Industry
Net Income
$50 million
Founded
1986
5 Year Trend
+5%
Revenue
$1.1 billion
NASDAQ

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