Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.

Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.

What You'll Do

• Translate ambiguous business problems into questions that can be answered by leveraging analytical approaches and techniques
• Develop a strong understanding of the Edward Jones Solutions-Based Approach to ensure that insights derived from analyses are actionable and relevant
• Help solve strategic challenges facing the firm through data using various technologies, languages, and analytical methods to provide actionable insights that support business decisions.
• Analyze the effectiveness of programs, summarize and present data to enhance future efforts using appropriate statistical methods.
• Develop business relationships and partnerships with cross-functional targeted business owners and senior leaders across the organization.
• Collaborate with cross-functional teams of various areas of expertise across the firm in order to complete analytics projects that support divisional and firm-wide business objectives
• Learn from other team members, associates, and leaders across the firm on data and statistical concepts and best practices.

Firm Analytics partners with business areas to provide analytical and financial insights for firm decision making and strategic planning. We use advanced data manipulation techniques, data visualization and statistical analysis to provide actionable insights to the enterprise.

Key Responsibilities

• Design and execute measures, KPIs and descriptive analytic analysis by leveraging business acumen and analytic acumen.
• Design and develop technical and functional prototypes to uncover business questions, validate use cases and capture key requirements.
• Query, manipulate and validate data across multiple domains using database technologies and querying languages (SQL, Snowflake etc.)
• Analyze the effectiveness of programs, perform calculations, summarize, and present insights to enhance future efforts using appropriate descriptive statistical methods.
• Conduct meaningful descriptive data analysis to inform business decisions. Primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems.
• Create data visualizations that simplify complex information in a robust, accurate, and appealing visual story that engages end users and drives them to action.
• Collaborate with cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives; occasionally lead cross-functional teams responsible for divisional objectives while following an analytics development lifecycle.
• Communicate across a wide range of audiences with specialized subject matter expertise including Finance, Compliance, Marketing, Products, Branch Development, and Technology.
• Work with stakeholders throughout the organization to identify opportunities for leveraging data & analytics to drive business outcomes.
• Proactively recommend improvement to processes and controls related to area responsibilities while quantifying the impact of changes for leaders.
• Maintain a good understanding of business objectives, key business drivers, strategies and priorities, to inform an analytic approach to address business questions.

Skills-Requirements

Education Required:

• Bachelor’s Degree with an emphasis in finance, business, economics, data science, math, engineering or analytics preferred. Relevant work experience will be considered,

Experience Required:

• 5+ years experience in relevant field (marketing, finance, data analytics, etc).

Functional knowledge:

• Strong analytical, critical, and systems thinking

Preferred:

• Advanced Degree
• Previous analytical related experience
• Financial services industry experience