Product Analyst II: Financial Services Growth & Strategy

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription

Dental and vision

401k retirement plan

Paid holidays

Vacation and sick time

Volunteer time

Job summary

Edward Jones in Tempe, AZ is seeking a Product Analyst II to support product strategy, partner management, and analytics across mutual funds, ETFs, 529 plans, and donor-advised funds.

You will analyze data, advisor feedback, and performance metrics to inform strategic initiatives, collaborate with Compliance and other stakeholders, and help maintain product literature and training materials.

Qualifications

• Bachelors degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
• Series 7 and Series 66 required within 12 months of hire.
• 1+ years in financial services, business analysis, product, or investment experience; 3+ years preferred.
• Experience using data analysis and reporting tools such as SQL, Snowflake, or similar platforms.
• Strong analytical, organizational, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and tools like Tableau.

Responsibilities

• Support product strategy, development, and execution activities with product leaders.
• Analyze data, trends, advisor feedback, and performance metrics to provide insights.
• Support product and partner relationships of limited to moderate complexity.
• Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
• Ensure product literature, communications, and training materials are accurate and compliant.
• Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
• Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives.
• Lead selected workstreams and process improvement opportunities with guidance.
• Maintain reporting, dashboards, and analyses measuring product performance and adoption.

Skills

Analytical skills

Communication

Cross-functional collaboration

Data interpretation

Microsoft Office

Education

Bachelors degree

Series 7 & 66

Tools

SQL

Snowflake

Tableau

Microsoft Excel

Job description

Edward Jones in Tempe, AZ is seeking a Product Analyst II to support product strategy, partner management, and analytics across mutual funds, ETFs, 529 plans, and donor-advised funds.

You will analyze data, advisor feedback, and performance metrics to inform strategic initiatives, collaborate with Compliance and other stakeholders, and help maintain product literature and training materials.