Sr Data & BI Analyst, CSG at Edward Jones (St. Louis, MO)

| St. Louis, MO
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The Client Strategies Group Business Architecture team is the bridge between the strategies developed by business segments and functional capabilities and the deliver-capabilities of the firm. We are a "shared services " organization partnering horizontally across the Develop-side capabilities. We do this by:
  • Leading the delivery of strategic client initiativesand programsthat transformdesirabilityintofeasibility, viability, and execution.
  • Driving risk-optimized decisions and mindsetsthat empower business leaders to own, identify,measure, respond to and provide insights on risk.
  • Stewarding and analyzing investor and portfoliodata to inform decision-making and serve clientsin a more predictive and personalized way.

The Data & BI Analystwill support Business Architecture and the ongoing ideation, creation and development (partnering with Digital, Data, CSG Risk, Investment Advisory, Advice & Guidance, and FAN) of advice delivery analytics.

Key Responsibilities:
  • Develop FA Book analysis for Equitys and Mutual Funds to encourage branch/client analysis
  • Next best action across the dimensions of portfolio, product, service and advice
  • Advisor and client segmentation to inform product and service creation and delivery
  • Support analytic activities and function
  • Deliver analytics on CSG's risk profile
  • Execute model validations
  • Perform activities that the CSG Analytic Spoke is taking ownership from FAN including: CSG Dashboard, CSG Reporting, CSG Strategic measures, Client portion of Firm Strategic measures
  • Provide analytical support for the Aladdin Wealth implementation
  • Support the evolution of advice (Advice 2.0) for FBS, CBS and CAN
  • Support the implementation of IPC guidance (CMAs, SAA, OAA, other guidance)
  • Understand and document use of third-party tools offered by Strategic Partners
  • Provide analytical support for tax optimized portfolios
  • Partner with DPM to ensure that the analytical tools offered to advisors and clients are delivering the best advice
  • Gather analytic requirements and document use cases
  • Work with Digital Analytic Portfolio team to build out Analytic Hub data

Req ID

Position Type
Home Office

Position Schedule

EEO Statement
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.

Posting Location
Missouri, St. Louis

Company 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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Home based Associate?

Awards and Accolades
  • 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
  • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    • From The Human Rights Campaign. All Rights Reserved
  • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
  • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms " in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
    • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.

Search Headquarters Positions by Area of Interest
Analytics and Insights, TECHNOLOGY

Position Requirements
  • Bachelor's Degree required with an emphasis in business, economics, math, engineering or analytics preferred (or relevant work experience).
  • Advanced degree or certification preferred.
  • Series 7required or attainable within 12 months of hire
Years Work Experience:5+ years with at least 4 years analytic experience

Functional/Technical Qualifications:
  • Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
  • Intermediate experience with data manipulation languages, such as SQL, required.
  • Understanding of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, various regression techniques, machine learning, exploratory analysis, and variance analysis techniques.
  • Ability to determine if particular analytic problem requires capabilities that don't reside in the division.
  • Ability to use special statistical software for appropriate use cases.
  • Understanding of captial markets and portfolio modeling/construction
  • Experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graphs.
  • Proficient with visualization tools such as Tableau, PowerBi, or QlikView.
  • Salesforce knowledge and experience, including Tableau CRM.
  • Strong analytical, critical and systems thinking required.
  • Ability to research industry best practices and apply to work.

Colorado Salary Information
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visitourcareersite to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
More Information on Edward Jones
Edward Jones operates in the Fintech industry. The company is located in St. Louis, MO and Tempe, AZ. Edward Jones was founded in 1992. It has 36340 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 156 open jobs at Edward Jones, click here.
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