Investment Solutions Analyst - Retirement Plans & Fiduciary

Edward Jones; St. Louis (MO); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401k retirement plan

Paid holidays

Vacation time

Employee Assistance Program

Job summary

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligning with our fiduciary standards and client objectives. The role focuses on portfolio construction, due diligence, and ongoing oversight for retirement plan solutions.

The position emphasizes strong manager research skills, knowledge of defined contribution structures, and the ability to produce fiduciary-grade documentation supporting a repeatable investment process.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• 7+ years of investment industry experience preferred.
• Experience supporting workplace retirement plan investment selection, monitoring, and reporting.
• Series 7 and Series 66 licenses required or to be obtained within department timelines.
• CFA designation required or to be obtained within department timelines.

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes and vehicles (ETFs, CITs, mutual funds, SMAs).
• Conduct investment due diligence and ongoing manager oversight; translate analyses into actionable recommendations.
• Communicate investment rationale, portfolio implications, and market developments to stakeholders.
• Partner with firm-wide stakeholders to align investment solutions with client needs and business goals.
• Contribute to investment processes, frameworks, and performance analysis improvements.
• Maintain fiduciary oversight processes (selection, monitoring, watchlist governance, replacement analysis, benchmarking).
• Prepare and support recurring investment committee meetings with scorecards and materials.

Skills

Investment analysis

Manager research

Communication

Team collaboration

Education

Bachelor’s degree in finance/economics or related field

Tools

Bloomberg

Excel

FactSet

Job description

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligning with our fiduciary standards and client objectives. The role focuses on portfolio construction, due diligence, and ongoing oversight for retirement plan solutions.

The position emphasizes strong manager research skills, knowledge of defined contribution structures, and the ability to produce fiduciary-grade documentation supporting a repeatable investment process.