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Analyst - Mutual Fund - Wealth Management
Edward Jones
Tempe, USA
Full-time
Mid · 2+ years experience
Hybrid
Discovered Today
Free
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Ready to ScanRole Overview
Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)
Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders
Communicate portfolio implications, investment rationale, and market developments to support informed decision-making
Partner with stakeholders across the firm to align investment solutions with client and business objectives
Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning
Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis
Full Job Posting
Opportunity Overview
Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)
Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders
Communicate portfolio implications, investment rationale, and market developments to support informed decision-making
Partner with stakeholders across the firm to align investment solutions with client and business objectives
Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning
Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis
Required Qualifications
- Bachelor's degree in a relevant or complementary field to investment manager due diligence.
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