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Job description
This job posting is anticipated to remain open for 30 days, from 30-Sep-2026. The posting may close early due to the volume of applicants.
nJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
nBehind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
nPeople are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
nView our Purpose, Inclusion and Citizenship Report ( .
n¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
nOverview
nAre you passionate about investments, data analysis, and helping drive better outcomes for clients?
nAs an Associate Analyst I , you will partner with experienced analysts to research, evaluate, and monitor investment solutions primarily across fixed income, multi-asset, and alternative strategies aligned with the firm's long-term philosophy. In this role, you'll build foundational expertise in investment analysis while contributing meaningful insights that support decision-making across the organization.
nThis is an excellent opportunity for someone eager to grow their career in investment research, develop technical skills, and collaborate in a high-performing, team-based environment.
nWhat You'll Do
nnnSupport analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions
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nnPrepare materials for meetings and calls, including research summaries, recommendations, and analysis
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nnConduct performance and attribution analysis to support investment evaluations
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nnUtilize tools such as Morningstar Direct, FactSet, and internal systems to gather, analyze, and maintain data
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nnProvide timely insights and updates on performance and market developments to stakeholders
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nnCommunicate findings clearly and concisely, tailoring messaging to different audiences
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nnCollaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts
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n nWhat You'll Impact
nnnSupporting high-quality investment decisions that help clients achieve long-term financial goals
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nnEnhancing the accuracy and timeliness of investment research and reporting
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nnImproving team efficiency through data analysis and process support
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nnContributing to a collaborative and inclusive team environment focused on strong outcomes
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n nRequired Qualifications
nnnBachelor's degree in Finance, Economics, or a related field
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nn1-3 years of experience in finance, investment analysis, or related area
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nnStrong analytical and critical thinking skills
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nnAbility to communicate complex information clearly in both written and verbal formats
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nnStrong attention to detail and organizational skills
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nnAbility to work effectively in a collaborative, team-oriented environment
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n nPreferred Qualifications
nnnProgress toward or interest in obtaining CFA designation
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nnSeries 7 and Series 66 licenses (or willingness to obtain per department guidelines)
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nnExperience with investment research tools such as Morningstar Direct, FactSet, or similar platforms
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nnExposure to data analysis tools or programming languages such as Python or R
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nnInterest in applying advanced analytics or AI tools to investment research
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n nTechnical & Professional Skills
nnnProficiency in Microsoft Office (Excel, PowerPoint, Word)
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nnAbility to analyze and interpret financial and investment data
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nnStrong problem-solving and research capabilities
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nnCuriosity and willingness to continuously learn new tools, systems, and concepts
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n n"Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week."
nAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
nCheck out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (
nCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (
nEdward 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.
nEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page ( .
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.