Investment Solutions Analyst

Edward Jones; Tempe (AZ); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligned with our philosophy and client objectives. You will contribute to portfolio construction, due diligence, and solution oversight to help clients reach their financial goals.

The role emphasizes collaboration, mentorship, and continuous learning within a supportive, inclusive culture. This hybrid opportunity offers growth with a strong client focus across the U.S.

Qualifications

• Bachelor's degree in a relevant field
• 2+ years of industry experience preferred
• Series 7 and Series 66 licenses required or obtained within department timelines
• CFA designation required

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
• Conduct investment due diligence and ongoing oversight across 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 enhancement of investment processes and solution offerings through market insights and performance analysis

Skills

Investment due diligence

Portfolio analysis

Financial modeling

Stakeholder communication

Education

Bachelor's degree in finance or related field

Tools

Series 7

Series 66

CFA designation

Job description

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligned with our philosophy and client objectives. You will contribute to portfolio construction, due diligence, and solution oversight to help clients reach their financial goals.

The role emphasizes collaboration, mentorship, and continuous learning within a supportive, inclusive culture. This hybrid opportunity offers growth with a strong client focus across the U.S.