What are the responsibilities and job description for the Business Intelligence Analyst III | Operations position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 25-Feb-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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
The Planning & Performance Team is seeking a highly skilled and motivated Business Intelligence Analyst III. We are responsible for the Division's continuous planning & performance, ensuring clear and actionable processes and monitoring exists to support Firm Priorities and run the core of Operations with excellence.
What You'll Do:
As an Analyst, you'll work through issues that typically arise daily with varying degrees of complexity. You'll Identify what data is needed, then analyze and interpret the results for business owners & leaders in a clear concise manner. The Analyst will be asked to assist with the implementation of agreed upon solutions as well as ensure proper understanding within affected business area, so the ability to collaborate well with associates and leadership within the department (and potentially firm leadership and/or external vendors) is necessary.
Here are a few of the Key Responsibilities:
The Planning & Performance Team is seeking a highly skilled and motivated Business Intelligence Analyst III. We are responsible for the Division's continuous planning & performance, ensuring clear and actionable processes and monitoring exists to support Firm Priorities and run the core of Operations with excellence.
What You'll Do:
As an Analyst, you'll work through issues that typically arise daily with varying degrees of complexity. You'll Identify what data is needed, then analyze and interpret the results for business owners & leaders in a clear concise manner. The Analyst will be asked to assist with the implementation of agreed upon solutions as well as ensure proper understanding within affected business area, so the ability to collaborate well with associates and leadership within the department (and potentially firm leadership and/or external vendors) is necessary.
Here are a few of the Key Responsibilities:
- Lead the development and monitoring of divisional key measures. Ability to communicate results to senior leaders.
- Ability to create, conceptualize develop custom reporting and dashboards in support of Firm initiatives/programs and/or provide feedback on reports created by other associates. Solicit business requirements and determine data requirements
- Independently generate and incorporate insights into a cohesive story that clearly addresses business questions.
- Effectively communicate with business partners and non- technical audience regarding analytic ideas, approach, key takeaways and actionable insights.
- Analysis that facilitates the transformation of complex data/information into actionable insights. Includes advanced financial analysis, forecasting, and data modeling.
- Proactively identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions.
- Develop and manage business relationships with senior leaders and executive -level management across the organization
- Serve as a functional and technical business intelligence subject matter expert
What Experience You'll Need:
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
- Bachelor's degree required with an emphasis in a business discipline such as accounting, finance, economics, data science, engineering, analytics (or relevant work experience), Advanced degree or certification preferred
- 7 years of relevant work experience with advanced analysis skills and forecasting capabilities.
- Ability to synthesize complex financial and data concepts and communicate effectively to executive leadership
- Advance proficiency using visualization or BI software, Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, VBA, advanced formulas, and conditional formatting
- Advanced project management skills and experience with relational and dimensional database architectures
- Advanced ability to extract and analyze large amounts of data using SQL, BI solution or other various tools
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.