职位介绍
This job posting is anticipated to remain open for 30 days, from 01-Sep-2026. The posting may close early due to the volume of applicants.
The Managed Investment team is seeking a Product Analyst II to support product strategy, partner management, business analysis, and execution activities across the product lifecycle. Products supported include mutual funds, ETFs, UITs, 529 Plans, and Donor-Advised Funds. This role leverages data, market insights, and stakeholder collaboration to help identify opportunities, improve advisor and client outcomes, and support strategic initiatives.
Problem Solving
Problems are generally moderate in scope and may be partially unstructured. Associates use analysis and judgment to develop recommendations while seeking guidance for more complex matters.
Decision Making
Decisions are low to moderate in impact and generally influence team priorities, analyses, and recommendations. Non-routine decisions are typically escalated to more senior team members.
Span of Influence
The span of influence in this position is low to moderate. Complex issues with broad scope will require involvement of more senior team members. Regularly interface with associates in Compliance, Firm Analytics, Firm Strategy, Legal, Products, Branch Development, and Service.
What You Will Do:
- Partner with product leaders and team members to support product strategy, development, and execution activities.
- Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
- Support product and partner relationships of limited to moderate complexity.
- Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
- Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
- Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
- Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
- Lead selected workstreams and process improvement opportunities with guidance from team leadership.
- Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
- Participate in division, firm, and industry initiatives as needed.
Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However, future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.
What Experience You Need:
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
- Series 7 and Series 66 required within 12 months of hire.
- Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.
- Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
- Strong analytical, organizational, and critical-thinking skills.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
- Demonstrated ability to collaborate across teams and manage multiple priorities.
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.
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.
福利待遇
•带薪假期
•绩效奖金
•Learning Budget
•退休金计划
•401k
•育儿假
必备技能
Data analysis
Reporting
Stakeholder management
关于Edward Jones
Tempe
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