Data Advisor II: Security & Pricing Operations

Edward Jones; Tacoma (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Edward Jones in Tacoma, WA, is seeking a Data Advisor to own security reference data and pricing processes, ensuring data quality and operational excellence across the firm. You will analyze complex issues, coordinate workflows, and partner with stakeholders to drive strategic initiatives.

The role requires deep knowledge of securities data, strong analytical skills, and experience with SQL and Power Platform tools to automate insights and improve processing accuracy.

Qualifications

• Bachelor's degree or relevant work experience preferred.
• 4+ years of experience in a financial services environment or equivalent.
• Knowledge of complex systems and interdependencies within Operations.
• Experience with SQL, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools to deliver insights and automate workflows.

Responsibilities

• Own and execute designated security reference data and pricing processes, ensuring accuracy, completeness, timeliness, and adherence to established controls.
• Coordinate workflow execution, balance priorities, and provide mentoring to associates within the department.
• Develop deep expertise in PMF functions and understand upstream/downstream impacts of security data across firm platforms and client-facing applications.
• Lead departmental and cross-functional projects supporting operational transformation and modernization efforts.
• Monitor, analyze, and resolve complex security data, pricing, and processing exceptions; identify root causes and risk mitigation opportunities.
• Partner with business, technology, and vendor teams to support strategic initiatives, testing efforts, production implementations, and issue resolution.
• Serve as a subject matter expert for security reference and pricing data; guide stakeholders on business rules, data standards, and operational processes.

Skills

SQL

Power BI

Power Automate

Data analysis

Education

Bachelor's degree

Tools

Power Platform

Job description

Edward Jones in Tacoma, WA, is seeking a Data Advisor to own security reference data and pricing processes, ensuring data quality and operational excellence across the firm. You will analyze complex issues, coordinate workflows, and partner with stakeholders to drive strategic initiatives.

The role requires deep knowledge of securities data, strong analytical skills, and experience with SQL and Power Platform tools to automate insights and improve processing accuracy.