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Strategy Analyst, Firm Investment Center of Excellence at Edward D. Jones in St. Louis, Missouri

Posted in Finance 30+ days ago.

Type: Full-Time

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Strategy Analyst

Firm Investment Center of Excellence

Edward Jones is seeking a highly skilled individual to serve as a Strategy Analyst on the Firm Investment COE team within the Finance Division.  Responsibilities include supporting a finance team whose primary role is to help business areas articulate quantitative economic outcomes of work and help senior decision makers allocate investment across a variety of teams, projects, and efforts consistently.


Key Responsibilities :         

Partner across Finance, Firm Analytics, Firm PMO and other areas to integrate the system into ongoing and established processes and reporting

Help business partners across the firm to analyze and articulate the quantitative economic value of desired efforts

Partner with senior leaders to integrate financial outcomes into business decisions.  Support the increased use of data-driven decision making.

Help key stakeholders understand sensitives in estimates and the range of potential outcomes associated with efforts.

Participate in and occasionally lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives.

Work effectively in a matrixed finance organization.  Identify and coordinate resources (people, systems, tools) not in your immediate heirarchy.

Integrate project, division and/or program-level measurements to influence strategic direction.

Educate senior leaders across the firm on financial and analytical concepts and best practices.

Position Requirements:



Bachelors degree in Business,  Accounting, Finance, Economics or Analytics

Relevant work experience will be considered

MBA or advanced degree or certification is preferred

Years Work Experience: 6+


Depth of Knowledge

Consulting and/or corporate FP&A experience is a plus.

Financial Services industry experience is a plus.


Functional/Technical Qualifications

Intermediate ability to understand and identify opportunities to apply advanced financial and analytical techniques

Ability to conduct complex financial analyses, forecasts, and general modelling are required.

Strong verbal and written communication skills are required as the position will be responsible for clearly articulating analyses and recommendations to senior leaders and colleagues.

Intermediate understanding of the Firm's analytics capabilities tools.