Associate Analyst II - Investment Risk

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

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.
 

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

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

Country

United States

Search Headquarters Positions by Area of Interest

Investment Products and Strategy

Position Requirements

Qualifications Required in the Job:

• Minimum 2–3 years of experience in portfolio construction, portfolio optimization, or investment risk management (or 3–5 years in investment management overall).
• Demonstrated expertise in portfolio construction principles, asset allocation, portfolio optimization, and risk‑adjusted decision‑making across multi‑asset investment strategies.
• 2–3 years of hands‑on experience with multi‑factor risk models, analytics frameworks, and optimization platforms such as Aladdin, MSCI, or Axioma.
• Strong understanding of investment risk measurement and evaluation across market, factor, liquidity, concentration, and structural risks.
• Advanced quantitative, analytical, and problem‑solving skills, with the ability to translate complex data into clear, actionable risk insights.
• Proficiency with AI tools, spreadsheets, databases, programming languages, and institutional investment risk platforms (e.g., Microsoft Office, R, Python, Tableau, FactSet, Bloomberg, Aladdin, MSCI, Axioma).
• FINRA Series 7 and Series 66 licenses required (or ability to obtain within six months); progress toward or completion of FRM® or CFA® designations strongly preferred.
• Strong communication, interpersonal, and collaboration skills, with the ability to work effectively across investment teams and develop familiarity with Edward Jones’ investment philosophy, business model, and client‑centric culture.

 

**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.**  

 

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 fai