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Strategy Analyst, Competitive Insights

Location: Columbia
Posted on: May 16, 2022

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.Competitive Insights
Senior Strategy Analyst

Competitive Insights supports the firm by providing expertise on the industry landscape through quantitative and qualitative analysis of competitors' financials, products, strategies, financial services innovation, industry trends and their connection to Edward Jones.

The highly skilled individual will be part of the Competitive Insights team within the Firm Strategy Division responsible for analysis of the market environment in the context of Edward Jones, providing thought leadership on projects, and communicating insights to leaders and stakeholders.

Key Responsibilities

  • Monitor competitor developments and prepare related analysis as necessary
  • Identify and thoroughly analyze key industry trends, opportunities, and threats
  • Communicate insights to senior leadership and key stakeholders to support a broad range of efforts, including financial advisor compensation and client pricing
  • Support firm-wide strategic programs with tailored insights
  • Maintain relationships with third-party research providers and consulting firms
  • Develop and provide actionable solutions and recommendations in the context of Edward Jones' strategyPosition Qualifications:
    • Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred.
    • 3-5+ years of relevant work experience, with a preference for analytical and/or core strategy work within financial services.
    • Demonstrable problem-solving, quantitative and analytical skills are required.
    • Ability to conduct complex financial analyses, forecasts, and general modeling 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.
    • Experience managing contributions to the work of multiple projects is preferred.
    • Ability to prioritize and execute on multiple tasks/projects and adjust to changing priorities with minimal leader input.
    • Ability to work effectively both independently and in a team environment
    • Advanced Microsoft Excel, Word and PowerPoint skills required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
    • Industry and best practice research skills must
    • Intermediate project management skills
      • For the 19th year, Edward Jones was named one of the "100 Best Companies to Work For -" by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
        From FORTUNE Magazine, February 15, 2018 - 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.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..
        Salary: $76798 - $130764
        Category: Headquarters

Keywords: EDWARD JONES, Columbia , Strategy Analyst, Competitive Insights, Professions , Columbia, South Carolina

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