What are the responsibilities and job description for the Lead Data Analyst - Analytics Lab position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 26-May-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.
The Data Analyst Lead is responsible for proactively identifying impactful opportunities where analytics can inform the business and provide actionable insights to support business decisions and long-term strategy. Owns end-to-end analytics consultation and execution, supporting junior associates in problem framing, stakeholder intake, prioritization, and alignment of analytical work to business strategy and product outcomes.
Responsibility Summary :
- Proactively identify opportunities with medium to broad impact where analytics can inform the business. Provide actionable insights to support business decisions and long-term strategy development, primarily by developing reports at scale, performing root cause, exploratory, sensitivity and scenario analysis, regression, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems
- Consult with business owners to understand the business problem. Able to independently identify the appropriate analytic approach to solve the problem. Lead others through analytic approach and leverage systems thinking to connect work to other strategic initiatives.
- Leverage complex data from multiple sources as needed for analysis. Develop advanced logic to structure datasets for analysis.
- Understand and apply intermediate to advanced analytical concepts.
- Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business..
- Serve as subject matter expert across a wide range of areas and have a solid knowledge on data relationship and flows including product, client, marketing, compliance, branch, etc.
- Consult on data and analytic requirements for database development and system changes..
- Maintain a strong understanding of firm results & key business drivers to be able to to apply understanding to analytic approach to influence and create key strategies and business performance.
- Develop, manage, and utilize business relationships and partnerships with cross-functional business owners, senior and executive leaders across the organization.
- Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
Minimum Requirements:
- Bachelor's Degree required with an emphasis in finance, business, economics, data science, math or analytics preferred.
- 7 years related analytical work experience
- 7 years experience interacting with database systems (DB2, Oracle, Snowflake, Databricks)
- 7 years experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graph
- Intermediate knowledge of statistical concepts and analytic techniques, including descriptive statistics, forecasting, exploratory analysis, and variance analysis required.
- Proficient with visualization tools such as Tableau, PowerBI, or MicroStrategy
- Strong analytical, critical and systems thinking required.
- Advanced SQL experience for analytical use cases (Oracle SQL, Databricks) and strong proficiency in dashboard design (Tableau, Power BI), performance optimization, and data modeling for analytics consumption required. Advanced experience with data manipulation languages such as SQL, Python. Advanced knowledge of analytic techniques, including descriptive statistics, forecasting and modeling, regression techniques, and exploratory analysis.
What could set you apart:
- Advanced degree or certification
- Financial Services industry experience
- Experience with statistical tools such as SAS, SPSS, R, or Python
INTERNAL APPLICANTS ONLY: Current 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.
**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.