Hybrid

Edelman Financial Engines is hiring an Associate Investment Analyst (Remote)

About the Role

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.

Required Skills
BloombergExcelFinancial AnalysisPortfolio ManagementAsset AllocationInvestment ResearchFinancial ModelingData AnalysisRisk AssessmentClient CommunicationRegulatory KnowledgeCFASeries 7Series 66
Scaling your freelance income?

Invoice multiple clients effortlessly

Managing 3+ international clients? Glopay streamlines everything. One EU company, unlimited invoices, automatic compliance. You just send and get paid.

Unlimited clients & invoices
Multi-currency support
Automated tax compliance
Client portal for easy payments
Scale with Glopay
Trusted by 10,000+ freelancers
About company
Edelman Financial Engines

Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to investors. They manage over $324 billion in assets for more than 1.27 million clients across 140+ offices nationwide.

Visit website
Job Details
Category data
Posted 21 days ago