Edelman Financial Engines
Associate Investment Analyst (Santa Clara, CA Hybrid)
Edelman Financial Engines, Santa Clara, California, us, 95053
Associate Investment Analyst (Santa Clara, CA or Remote)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspiration, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.
Role Overview As an Associate Investment Analyst on the Investment Management team, you’ll play a pivotal role in supporting the Chief Investment Strategist in building out the firm’s economic and investment commentary and perspectives. Edelman Financial Engines has a deep commitment to building institutional‑quality factor‑based multi‑asset portfolios. This role is new and offers the possibility for creativity in building out a program of economic, market, and personal finance insights for our wealth clients.
In addition to an earnest desire to help people, the ideal candidate would complement the team’s existing talents. We are seeking a candidate with a keen interest in markets and proven skills at working with data to showcase ideas and engage with clients. A combination of market data skills, interest in economics and markets, and enthusiasm to build narratives will be essential.
Responsibilities
Help build and support a suite of macroeconomic and investment analysis to support wealth clients in their understanding of the economy, markets, and personal finance challenges. This includes building chart books, short papers, presentations, sales ideas, social media posts, educational materials, and perspectives on current events that help clients, financial planners, and the public (media) make sense of the current moment.
Collaborate with Investment Management colleagues and specifically support the Chief Investment Strategist to develop and produce compelling content that supports EFE’s investment philosophy, capabilities and point of view.
Stay on top of macro and market events and look for ways 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 and collaboratively with the Marketing and Financial Planner teams to ensure investment content is timely, engaging and helpful to our clients.
Requirements
B.S. or B.A. degree in economics, finance or a related field with an excellent academic record.
5+ 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.
Deep interest in macroeconomics and investing, and enjoys following and understanding financial markets and working with data to bring stories to life.
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 skills.
Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $112,300 – $149,700. Final base pay will be determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. The role may also be eligible for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2.
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
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Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.
Role Overview As an Associate Investment Analyst on the Investment Management team, you’ll play a pivotal role in supporting the Chief Investment Strategist in building out the firm’s economic and investment commentary and perspectives. Edelman Financial Engines has a deep commitment to building institutional‑quality factor‑based multi‑asset portfolios. This role is new and offers the possibility for creativity in building out a program of economic, market, and personal finance insights for our wealth clients.
In addition to an earnest desire to help people, the ideal candidate would complement the team’s existing talents. We are seeking a candidate with a keen interest in markets and proven skills at working with data to showcase ideas and engage with clients. A combination of market data skills, interest in economics and markets, and enthusiasm to build narratives will be essential.
Responsibilities
Help build and support a suite of macroeconomic and investment analysis to support wealth clients in their understanding of the economy, markets, and personal finance challenges. This includes building chart books, short papers, presentations, sales ideas, social media posts, educational materials, and perspectives on current events that help clients, financial planners, and the public (media) make sense of the current moment.
Collaborate with Investment Management colleagues and specifically support the Chief Investment Strategist to develop and produce compelling content that supports EFE’s investment philosophy, capabilities and point of view.
Stay on top of macro and market events and look for ways 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 and collaboratively with the Marketing and Financial Planner teams to ensure investment content is timely, engaging and helpful to our clients.
Requirements
B.S. or B.A. degree in economics, finance or a related field with an excellent academic record.
5+ 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.
Deep interest in macroeconomics and investing, and enjoys following and understanding financial markets and working with data to bring stories to life.
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 skills.
Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $112,300 – $149,700. Final base pay will be determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. The role may also be eligible for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2.
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
#J-18808-Ljbffr