What are the responsibilities and job description for the Senior Analyst - Mutual Fund, Wealth Management position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 24-Aug-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.
We are seeking an experienced investment professional to proactively identify, evaluate, and oversee high‑quality investment solutions that align with our long‑term investment philosophy, 4‑pillar framework, and diverse stakeholder objectives. This role plays a critical part in helping clients achieve their financial goals through thoughtful portfolio construction, rigorous due diligence, and collaborative decision‑making.
Key Responsibilities:
Investment Research & Oversight
Identify, recommend, and continuously monitor investment solutions across a broad range of asset classes, including fixed income, multi‑asset, and balanced strategies. Coverage spans multiple vehicle types such as ETFs, mutual funds, and separately managed accounts (SMAs), ensuring flexibility and suitability for varied client needs.
Strategic Recommendation & Communication
Translate complex investment analysis into clear, concise, and actionable insights. Effectively communicate recommendations, portfolio implications, and timely market developments to internal teams and key stakeholders to support informed decision‑making.
Stakeholder Partnership
Work collaboratively across teams to drive strong client and firm outcomes. Act as a trusted partner to stakeholders, aligning investment solutions with strategic objectives while fostering an inclusive, solutions‑oriented culture.
Leadership & Team Development
Serve as a senior member of the team, modeling professionalism, sound judgment, and the firm’s core values. Mentor and coach colleagues, cultivating high standards of performance, collaboration, and continuous learning across the group.
Impact & Continuous Improvement
Contribute to the evolution of investment processes and frameworks by incorporating insights from market trends, portfolio outcomes, and stakeholder feedback to enhance the overall quality of investment solutions.
Key Responsibilities:
Investment Research & Oversight
Identify, recommend, and continuously monitor investment solutions across a broad range of asset classes, including fixed income, multi‑asset, and balanced strategies. Coverage spans multiple vehicle types such as ETFs, mutual funds, and separately managed accounts (SMAs), ensuring flexibility and suitability for varied client needs.
Strategic Recommendation & Communication
Translate complex investment analysis into clear, concise, and actionable insights. Effectively communicate recommendations, portfolio implications, and timely market developments to internal teams and key stakeholders to support informed decision‑making.
Stakeholder Partnership
Work collaboratively across teams to drive strong client and firm outcomes. Act as a trusted partner to stakeholders, aligning investment solutions with strategic objectives while fostering an inclusive, solutions‑oriented culture.
Leadership & Team Development
Serve as a senior member of the team, modeling professionalism, sound judgment, and the firm’s core values. Mentor and coach colleagues, cultivating high standards of performance, collaboration, and continuous learning across the group.
Impact & Continuous Improvement
Contribute to the evolution of investment processes and frameworks by incorporating insights from market trends, portfolio outcomes, and stakeholder feedback to enhance the overall quality of investment solutions.
- Bachelors Degree in a relevant or complementary field to investment manager due diligence.
- 5 years of industry experience preferred.
- Series 7 and 66 consistent with department policy or attained in alignment with department timelines.
- CFA required consistent with department policy or significant progress towards the CFA upon potential hire.
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.