Edward Jones

Senior Analyst- Mutual Funds

Edward Jones • $95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, business, or a related field.
  • 7+ years of investment industry experience preferred.
  • Experience with workplace retirement plan investment selection and monitoring preferred.
  • Series 7 and Series 66 licenses required or to be obtained within established timelines.
  • CFA designation required or to be obtained within established timelines.

Responsibilities

  • Evaluate, recommend, and monitor investment solutions across various asset classes and vehicles.
  • Conduct investment due diligence and ongoing manager oversight, providing clear recommendations.
  • Communicate investment rationale and market developments to stakeholders.
  • Collaborate with stakeholders to align investment solutions with client needs.
  • Enhance investment processes and frameworks through market research and performance analysis.
  • Maintain fiduciary oversight processes, including investment selection and monitoring.
  • Prepare materials for recurring investment committee meetings, including scorecards and dashboards.

Benefits

  • Support for professional development and obtaining necessary licenses and designations.
  • Opportunity to work closely with stakeholders across the firm.
  • Engagement in a role that directly impacts client financial goals and business outcomes.
  • Access to a collaborative work environment focused on investment excellence.
Full Job Description
Opportunity Overview

We are seeking an experienced investment professional to identify, evaluate, and oversee investment solutions that align with our investment philosophy and stakeholder objectives. This role contributes to portfolio construction, investment due diligence, and solution oversight to help clients achieve their financial goals while supporting strong business outcomes.

Additionally, this role will support the firm's discretionary investment fiduciary responsibilities for its Pooled Employer Plan and related retirement plan solutions. This role will focus on investment selection, ongoing monitoring, watchlist governance, replacement analysis, fiduciary documentation, fee benchmarking, and investment committee support for participant-directed retirement plan investment menus.

This position is designed for an investment-centric analyst with strong manager research skills, familiarity with defined contribution plan investment structures, and the ability to produce fiduciary-grade documentation that supports a prudent, repeatable, and well-controlled investment process.

What You'll Do:
  • Evaluate, recommend, and monitor investment solutions across asset classes and investment vehicles, including ETFs, CITs, mutual funds, and separately managed accounts (SMAs).
  • Conduct investment due diligence and ongoing manager oversight, translating complex analysis into clear, actionable recommendations for stakeholders.
  • Communicate investment rationale, portfolio implications, and market developments to support informed decision-making.
  • Partner with stakeholders across the firm to align investment solutions with client needs and business objectives.
  • Contribute to the enhancement of investment processes, frameworks, and solution offerings through market research and performance analysis.
  • Maintain fiduciary oversight processes, including investment selection, monitoring, watchlist governance, replacement analysis, fee benchmarking, and investment menu evaluation.
  • Support compliance with ERISA fiduciary standards and maintain documentation that supports a prudent, repeatable, and well-controlled investment process.
  • Prepare and support recurring investment committee meetings, including development of scorecards, dashboards, recommendations, meeting materials, and follow-up action items.


Position Requirements

What You'll Need:
  • Bachelor's degree in finance, economics, business, or a related field.
  • 7+ years of investment industry experience preferred.
  • Experience supporting workplace retirement plan investment selection, monitoring, and reporting preferred.
  • Series 7 and Series 66 licenses required in accordance with department policy or obtained within established department timelines.
  • CFA designation required in accordance with department policy or must be obtained within established department timelines.


Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.

Any changes in strategic direction will be determined by the General Partner responsible for the business segment.


About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

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Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

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