Strategy Analyst III, Firm Strategy at Edward D. Jones in St. Louis, Missouri

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 III
Firm Strategy

 

Firm Strategy exists to facilitate strategy setting and alignment at the Enterprise, Business Segment, and Functional levels of the organization. Key team responsibilities include strategy consultation on key firm initiatives, facilitating optimal interactions across the firm's system of strategies, and partnering with firm leadership to drive the firm's transformation.

 

The Strategy Analyst III is responsible for partnering with firm leaders to drive optimal decision making through strategic insights, analysis, and consultation.

 
Key Responsibilities

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  Presentation of analysis to senior & executive Firm leaders.

  
  


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  Creation of analysis that facilitates the transformation of complex data/information into actionable insights in support of key firm initiatives.

  
  


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  Proactively identify opportunities with moderate to broad impact and visibility, and propose solutions to relevant parties and drive implementation of solutions.

  
  


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  Develop and manage business relationships with senior leaders and executive-level management across the organization

  
  


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  Inform and educate other business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction; deliver original insights on opportunities for enhancing Firm performance

  
  


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  Participate in and frequently lead cross-functional teams responsible for implementing projects in support of business objectives

  
  


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  Educate senior & executive Firm leaders across the firm on analytical concepts and best practices

  
  

Position Qualifications:

 
Education / Certification or functional knowledge required

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  Bachelor's degree and/or advanced degree or certification in accounting, finance, economics, or analytics. 

  
  


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  MBA and/or CFA preferred. 

  
  

 
Minimum Years of Experience

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  7+ years of relevant work experience in management consulting and/or corporate strategy in financial services. 

  
  

 
Depth of Knowledge of principles and practices

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  Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities

  
  


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  Advanced analysis skills, forecasting, and complex modeling

  
  


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  Works effectively both independently and in a team environment

  
  


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  Intermediate to advanced understanding of accounting processes and financial statements required

  
  


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  Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills

  
  


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  Ability to summarize complex financial information and concepts

  
  


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  Advanced Microsoft Excel, Word and PowerPoint required (Tableau is a plus)

  
  


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  Industry and best practice research skills

  
  


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  Advanced project management skills