Associate Investment Analyst (Santa Clara, CA or Remote)
Associate Investment Analyst 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 aspirations, 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. 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 has the possibility for creativity in building out a program of economic, market, and personal finance insights to our wealth clients. In addition to an earnest desire to help people, the ideal candidate would complement the team's existing talents. For this role, 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 an 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 (can be 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.
- Has demonstrated skills working with financial data using Bloomberg, Excel, and other tools.
- Demonstrates excellent written and oral communications skills, as well as 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. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. 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 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. Our unique ap