Edelman Financial Engines is hiring an Associate Investment Analyst to join the Investment Management team. In this role, you will play a pivotal part in supporting the Chief Investment Strategist to build out the firm’s economic and investment commentary. You will develop a program of insights on the economy, markets, and personal finance for wealth clients.
What You'll Do
- Help build and support a suite of macroeconomic and investment analysis to aid wealth clients in understanding the economy, markets, and personal finance challenges.
- Build chart books, short papers, presentations, sales ideas, social media posts, educational materials, and perspectives on current events.
- Collaborate with Investment Management colleagues and specifically support the Chief Investment Strategist to develop compelling content.
- Stay on top of macro and market events to draw out stories, themes, and perspectives.
- Collaborate with financial planners to ensure they are equipped with sufficient knowledge and perspective to best serve their clients.
- Bring a commercial lens to the role, working proactively with Marketing and Financial Planner teams to ensure content is timely, engaging, and helpful.
What We're Looking For
- A B.S. or B.A. degree in economics, finance, or a related field with an excellent academic record.
- 2+ years of experience in the investment industry (banking, wealth, or asset management) in a research or analytical role, including contributions to thought leadership, or an MBA.
- A deep interest in macroeconomics and investing, with a passion for following financial markets.
- Demonstrated skills working with financial data using Bloomberg, Excel, and other tools.
- Excellent written and oral communication skills, meticulous attention to detail, and strong analytical abilities.
Technical Stack
- Bloomberg
- Excel
Team & Environment
You will be part of the Investment Management team, reporting to and supporting the Chief Investment Strategist.
Benefits & Compensation
- Health, dental, and other wellness plans.
- 401(k) contributions.
- Discretionary bonus eligibility.
- Compensation range: $112,300 - $149,700.
Work Mode
This role follows a hybrid work model based in Santa Clara, CA.
Edelman Financial Engines is an equal opportunity employer.





