Associate Analyst I - Mutual Fund - Wealth Management

Edward Jones; Tacoma (WA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Volunteer time off

Job summary

Edward Jones is seeking an Associate Analyst I to support investment research across fixed income, multi-asset, and alternative strategies. You will partner with experienced analysts to evaluate investments, prepare analytical materials, and help drive client outcomes.

This role offers a path to grow in investment research, develop technical skills, and collaborate in a team-driven environment within a Fortune 500 firm.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field.
• 1–3 years of experience in finance, investment analysis, or related area.
• Strong analytical and critical thinking skills.
• Ability to communicate complex information clearly in both written and verbal formats.
• Strong attention to detail and organizational skills.

Responsibilities

• Support analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions
• Prepare materials for meetings and calls, including research summaries, recommendations, and analysis
• Conduct performance and attribution analysis to support investment evaluations
• Utilize tools such as Morningstar Direct, FactSet, and internal systems to gather, analyze, and maintain data
• Provide timely insights and updates on performance and market developments to stakeholders
• Communicate findings clearly and concisely, tailoring messaging to different audiences
• Collaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts

Skills

Analytical thinking

Communication skills

Team collaboration

Attention to detail

Financial analysis

Education

Bachelor's degree in Finance/Economics

Tools

Morningstar Direct

FactSet

Excel

Python

R

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.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

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

Overview

Are you passionate about investments, data analysis, and helping drive better outcomes for clients?

As 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.

This 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.

What You’ll Do

• Support analysts in researching, evaluating, and monitoring investment strategies and portfolio solutions
• Prepare materials for meetings and calls, including research summaries, recommendations, and analysis
• Conduct performance and attribution analysis to support investment evaluations
• Utilize tools such as Morningstar Direct, FactSet, and internal systems to gather, analyze, and maintain data
• Provide timely insights and updates on performance and market developments to stakeholders
• Communicate findings clearly and concisely, tailoring messaging to different audiences
• Collaborate with team members and contribute to discussions, initiatives, and continuous improvement efforts

What You’ll Impact

• Supporting high-quality investment decisions that help clients achieve long-term financial goals
• Enhancing the accuracy and timeliness of investment research and reporting
• Improving team efficiency through data analysis and process support
• Contributing to a collaborative and inclusive team environment focused on strong outcomes

Required Qualifications

• Bachelor’s degree in Finance, Economics, or a related field
• 1–3 years of experience in finance, investment analysis, or related area
• Strong analytical and critical thinking skills
• Ability to communicate complex information clearly in both written and verbal formats
• Strong attention to detail and organizational skills
• Ability to work effectively in a collaborative, team-oriented environment

Preferred Qualifications

• Progress toward or interest in obtaining CFA designation
• Series 7 and Series 66 licenses (or willingness to obtain per department guidelines)
• Experience with investment research tools such as Morningstar Direct, FactSet, or similar platforms
• Exposure to data analysis tools or programming languages such as Python or R
• Interest in applying advanced analytics or AI tools to investment research

Technical & Professional Skills

• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Ability to analyze and interpret financial and investment data
• Strong problem-solving and research capabilities
• Curiosity and willingness to continuously learn new tools, systems, and concepts

"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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.