Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

Within Wealth Management Advice and Solutions (WMAS), Investment Manager Research is part of our Advice and Guidance department, which provides guidance and insights on everything from market strategy and commentary, asset allocation and investment risk management, to the investment portfolios and products that are recommended across various platforms. Specifically in Investment Manager Research, we focus on providing recommendations on managed investments (ETFs, Mutual Funds, Separately Managed Accounts etc), as well as providing expertise across asset classes, to support our clients in achieving what is most important to them. We do this by partnering closely with multiple areas of the firm and within Advice and Guidance to identify client needs, and work in partnership to deliver investment solutions to meet those needs.

• Proactively identify, recommend and monitor quality investment solutions, consistent with the firm's long-term investment philosophy, Investment Manager Research's investment process, and stakeholder objectives to help clients achieve their goals.
• Serve as investment manager research subject matter experts to support our investment platforms in the U.S. and Canada, as well as other investment stakeholders and oversight committees.
• Communicate with key stakeholders including firm management, oversight committees, financial advisors, and clients.
• Collaborate with and contribute to internal departments, committees, and firm-wide strategic initiatives in making better informed decisions consistent with the firm's long-term strategy.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $131635
Hiring Maximum: $224136

Skills/Requirements

• Strong knowledge of financial markets, both equity and fixed income.
• Very strong critical thinking skills, with a demonstrated ability to solve complex, non-routine problems.
• Extensive knowledge of money management industry including various managed investments (mutual funds, ETFs, separate accounts, sub advisory relationships).
• Strong ability to communicate effectively in various environments, including communication to investment committees, Board of Trustees, and other key stakeholders.
• 7+ years' experience as an analyst with coverage and/or extensive financial services or asset management industry experience preferred.
• Proficiency in spreadsheets, databases, and other investment and investment-related software programs (such as: Morningstar Direct, FactSet, Bloomberg, Aladdin, and MicrosoftOffice) preferred.
• CFA charterholder, actively pursuing CFA designation, or willingness to obtain the CFA charter upon hire is required.
• Series 7/66 required or attainable within six months of hire.

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

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.