Senior Analyst- Mutual Funds

Edward Jones

St. Louis (MO)

Hybrid

USD 110,000 - 150,000

Full time

2 days ago

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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

This job posting is anticipated to remain open for 30 days, from 01-Oct-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

We are seeking an experienced investment professional to identify, evaluate, and oversee investment solutions that align with our investment philosophy and stakeholder objectives. This role contributes to portfolio construction, investment due diligence, and solution oversight to help clients achieve their financial goals while supporting strong business outcomes.

Additionally, this role will support the firm's discretionary investment fiduciary responsibilities for its Pooled Employer Plan and related retirement plan solutions. This role will focus on investment selection, ongoing monitoring, watchlist governance, replacement analysis, fiduciary documentation, fee benchmarking, and investment committee support for participant-directed retirement plan investment menus.

This position is designed for an investment-centric analyst with strong manager research skills, familiarity with defined contribution plan investment structures, and the ability to produce fiduciary-grade documentation that supports a prudent, repeatable, and well-controlled investment process.

What You'll Do:

Evaluate, recommend, and monitor investment solutions across asset classes and investment vehicles, including ETFs, CITs, mutual funds, and separately managed accounts (SMAs).
Conduct investment due diligence and ongoing manager oversight, translating complex analysis into clear, actionable recommendations for stakeholders.
Communicate investment rationale, portfolio implications, and market developments to support informed decision-making.
Partner with stakeholders across the firm to align investment solutions with client needs and business objectives.
Contribute to the enhancement of investment processes, frameworks, and solution offerings through market research and performance analysis.
Maintain fiduciary oversight processes, including investment selection, monitoring, watchlist governance, replacement analysis, fee benchmarking, and investment menu evaluation.
Support compliance with ERISA fiduciary standards and maintain documentation that supports a prudent, repeatable, and well-controlled investment process.
Prepare and support recurring investment committee meetings, including development of scorecards, dashboards, recommendations, meeting materials, and follow-up action items.

What You'll Need:

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

Candidates that live within a commutable distance from our Tempe, AZ, St. Louis, MO home office locations, and/or that work within a Talent Capability and Generations Hub are expected to work in the office four days per week.

Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short-and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .