Associate Analyst II - Product Review

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Edward Jones in Missouri is seeking an Analyst for our Product Review team. You will assist with product reviews, analyze prospectus and contract language, and support analysts by compiling data and conducting studies.

The program offers exposure to multiple product areas, interaction with branch teams, and development through a rotational analyst program; CFA progression and licensing are encouraged within a year.

Qualifications

• Bachelor's degree in Finance, Applied Mathematics, Accounting or Economics.
• Progress towards CFA designation within one year of hire.
• SIE and Series 7/66 or their equivalency required or attained within one year of hire.
• Solid knowledge of economic, statistical, and investment concepts.
• Proficiency in financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, FactSet, PowerBI, etc.).
• Effective written and verbal communication skills are needed to prepare and present preliminary analysis to team as well as responding to requests from branch teams.
• Willingness to become a continuous student of industry, product, and firm landscapes and concepts.

Responsibilities

• Develop analytical skills by assisting with reviews on products that are the responsibility of the assigned team.
• Develop the ability to critically review prospectus / offering statement / contract language.
• Assist analysts by compiling and reviewing data, conducting analysis, and completing studies of product types or individual strategy reviews.
• Update analytical tools and dashboards to support business goals.
• Participate in a rotational analyst development program to bolster breadth of knowledge and familiarity with various products covered by Product Review teams.
• Provide service to branch teams and internal stakeholders by responding to requests.

Skills

Financial modeling

Data tools

Bloomberg

FactSet

PowerBI

Written communication

Verbal communication

CFA in progress

SIE & Series 7/66

Education

Bachelor's degree in Finance/Applied Mathematics/Accounting/Economics

Master's degree in related field preferred

Tools

Bloomberg

FactSet

PowerBI

Job description

This job posting is anticipated to remain open for 30 days, from 02-Oct-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.

Product Review's mission is to help clients achieve their financial goals by ensuring the products the firm offers align with our investment philosophy. Established in 1983, the department executes on this mission by reviewing, approving, and monitoring all types of investments and solutions broadly marketed by Edward Jones. Product Review is organized into four specialized teams covering investments and solutions such as mutual funds, ETFs, stocks, bonds, insurance, retirement, and education plans.

What You Will Do:

• Develop analytical skills by assisting with reviews on products that are the responsibility of the assigned team.
• Develop the ability to critically review prospectus / offering statement / contract language.
• Assist analysts by compiling and reviewing data, conducting analysis, and completing studies of product types or individual strategy reviews.
• Update analytical tools and dashboards to support business goals.
• Participate in a rotational analyst development program to bolster breadth of knowledge and familiarity with various products covered by Product Review teams.
• Provide service to branch teams and internal stakeholders by responding to requests.

What Experience You Need:

• Finance, Applied Mathematics, Accounting or Economics Bachelor's and/or a Master's degree in a related field preferred.
• Progress towards CFA designation within one year of hire. Completion of the CFA program is critical for career progression within the department.
• SIE and Series 7/66 or their equivalency required or attained within one year of hire.
• Solid knowledge of economic, statistical, and investment concepts.
• Proficiency in financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, FactSet, PowerBI, etc.).
• Effective written and verbal communication skills are needed to prepare and present preliminary analysis to team as well as responding to requests from branch teams.
• Willingness to become a continuous student of industry, product, and firm landscapes and concepts.

Minimum Experience Required:

• 2+ years of experience in financial services related field preferred
• Locate and sort through various information sources to identify relevant information needed to make an investment decision.
• Prepare reports, statistical data, and recommendations for use in the formulation of investment decisions, processes, or tools.
• Represent Edward Jones by accompanying analysts in meetings for purposes of investment analysis.
• Develop and deepen an understanding of:
• The Edward Jones investment philosophy and firm business model.
• Financial statement analysis.
• Product Review’s role as the informed buyer for the client, and how decisions contribute to providing complete wealth management for clients.

_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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday._

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) .