Product Strategy Analyst II — Financial Services

Edward Jones; St. Louis (MO); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Product Analyst II to support product strategy and execution across mutual funds, ETFs, UITs, 529 Plans, and Donor‑Advised Funds. You will leverage data and stakeholder input to identify opportunities and improve advisor and client outcomes.

You will collaborate with Compliance, Legal, Operations, Service, and Finance to drive initiatives, develop dashboards, and sustain product performance insights in a dynamic environment.

Qualifications

• Bachelor’s degree required; quantitative disciplines preferred in finance, economics, accounting or related fields.
• Series 7 and Series 66 required within 12 months of hire.
• 0–3 years of relevant financial services, business analysis, product, or investment experience.
• Strong analytical, organizational, and critical thinking skills.
• Effective written and verbal communication; proficient MS Office and Tableau.

Responsibilities

• Partner with product leaders to support strategy, development, and execution.
• Analyze data, trends, and performance metrics to develop insights and recommendations.
• Support product and partner relationships of limited to moderate complexity.
• Assist with business cases, product reviews, competitive analyses, and strategic recommendations.
• Help 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.
• Lead selected workstreams and process improvements with guidance from leadership.
• Maintain reporting, dashboards, and analyses to measure product performance and adoption.
• Participate in division and industry initiatives as needed.

Skills

Data analysis

Stakeholder collaboration

Financial services knowledge

Analytical thinking

Communication

Education

Bachelor's degree

Tools

Tableau

Microsoft Office

Excel

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Product Analyst II to support product strategy and execution across mutual funds, ETFs, UITs, 529 Plans, and Donor‑Advised Funds. You will leverage data and stakeholder input to identify opportunities and improve advisor and client outcomes.

You will collaborate with Compliance, Legal, Operations, Service, and Finance to drive initiatives, develop dashboards, and sustain product performance insights in a dynamic environment.