Senior Strategy Analyst: Partnering & Modeling

Edward Jones

St. Louis (MO)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Medical & prescription
Dental
Vision
401k
Paid holidays
Vacation 15 days
Bonuses
Employee Assistance Program

Job summary

Edward Jones is seeking a Strategy Analyst III to design and deliver partnership compensation models, analyze partner affiliations, and present economic projections to Financial Advisors across the firm. You will build user-facing tools for business decision-making and may contribute to projects with digital product teams.

The role requires a strong background in financial analysis, forecasting, and modeling, with collaboration across advisory, product, and finance teams to enable strategic

Qualifications

  • Bachelor's degree in business discipline or analytics required.
  • 7+ years of relevant work experience.
  • Strong financial analysis, forecasting, and modeling skills.

Responsibilities

  • Create compensation modeling tools and resources with advanced financial analysis and forecasting.
  • Present modeling and analysis to partner Financial Advisors on a regular basis.
  • Collaborate with partnership SME to design solutions aligning with firm policies.
  • Collaborate with Product Teams to design enablement and educational solutions.
  • Champion process improvements to meet changing organizational needs.
  • Identify opportunities with broad impact and drive implementation of solutions.

Skills

Financial analysis
Forecasting
Financial modeling
Analytical skills
Communication

Education

Bachelor's degree in business/related field
CPA license (plus)

Tools

Microsoft Excel
PowerPoint
Word
Pivot tables
Advanced formulas

Job description

Edward Jones is seeking a Strategy Analyst III to design and deliver partnership compensation models, analyze partner affiliations, and present economic projections to Financial Advisors across the firm. You will build user-facing tools for business decision-making and may contribute to projects with digital product teams.

The role requires a strong background in financial analysis, forecasting, and modeling, with collaboration across advisory, product, and finance teams to enable strategic

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