Analyst - Mutual Fund - Wealth Management

Edward Jones; St. Louis (MO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Voluntary benefits (accident, hospital

critical illness)

Short- and long-term disability

401k retirement plan

Employee Assistance Program

Job summary

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions that align with our philosophy and stakeholder objectives. This role supports portfolio construction, due diligence, and solution oversight to help clients achieve their financial goals.

As part of the team, you will translate complex investment analysis into clear recommendations, communicate market developments to stakeholders, and collaborate across the firm to deliver

Qualifications

• Bachelor's degree in a relevant or complementary field to investment manager due diligence.
• 2+ years of industry experience 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

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
• Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and SMAs
• Translate complex investment analysis into clear, actionable recommendations for stakeholders
• Communicate portfolio implications, investment rationale, and market developments to support informed decision-making
• Partner with stakeholders across the firm to align investment solutions with client and business objectives
• Mentor and support team members by sharing expertise and promoting collaboration and learning
• Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis

Skills

Investment analysis

Communication

Stakeholder management

Education

Bachelor's degree in a relevant field

CFA designation

Job description

This job posting is anticipated to remain open for 30 days, from 16-Sep-2026. The posting may close early due to the volume of applicants.

Join 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.

Behind 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.

People 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.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

What You'll Do

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies

• Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)

• Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders

• Communicate portfolio implications, investment rationale, and market developments to support informed decision-making

• Partner with stakeholders across the firm to align investment solutions with client and business objectives

• Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning

• Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis

Required Qualifications

• Bachelor's degree in a relevant or complementary field to investment manager due diligence.

• 2+ years of industry experience 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

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.

At 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.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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.

Edward 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .