Opportunity Overview Come join us in Firm Analytics, where we strive to unleash the full potential of data and analytics to address business challenges. As a Lead Data Analyst on our team, you will design, develop, and deliver actionable insights and solutions by applying statistical concepts and analytic techniques such as root cause, exploratory, sensitivity and scenario analysis, as well as hypothesis testing and economic modeling. You will combine data from multiple sources to develop innovative approaches and solutions to business problems. You will collaborate with business leaders and other team members to develop actionable insights and build a cohesive story to inform enterprise decision making and influence strategic planning.
If you have a passion for delivering insights, problem solving, and developing solutions that drive action, Firm Analytics may be your next career choice!
Responsibility Summary : - Proactively identify opportunities with medium to broad impact where analytics can inform the business. Provide actionable insights to support business decisions and long-term strategy development, primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, regression, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems
- Consult with business owners to understand the business problem. Able to independently identify the appropriate analytic approach to solve the problem. Lead others through analytic approach and leverage systems thinking to connect work to other strategic initiatives.
- Merge, cleanse and transform complex data from multiple sources as needed for analysis. Develop advanced logic to structure datasets for analysis.
- Understand and apply intermediate to advanced statistical concepts.
- Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.
- Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.
- Lead team to generate and incorporate insights into a cohesive story that clearly addresses business questions and influences decision making. Effectively lead the creation and communication of tailored messages to influence senior leaders regarding analytic ideas, approach, key takeaways and actionable insights.
- Serve as a technical and functional data subject matter expert across a wide range of areas and have a solid knowledge on data relationship and flows including product, client, marketing, compliance, branch, etc.
- Educate senior and executive leaders across the firm on analytical concepts and best practices.
- Consult on data and analytic requirements for database development and system changes.
- Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.
- Maintain a strong understanding of firm results & key business drivers to be able to to apply understanding to analytic approach to influence and create key strategies and business performance.
- Maintain a strong understanding of data flows, sources, and data transformations across multiple domains.
- Develop, manage, and utilize business relationships and partnerships with cross-functional business owners, senior and executive leaders across the organization.
- Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
- Proactively identify efficiency improvements and cost reduction opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions.
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.
Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Position Requirements Minimum Requirements: - Bachelor's Degree required with an emphasis in finance, business, economics, data science, math or analytics preferred.
- 7+ years related analytical work experience
- 7+ years experience interacting with various database and file storage systems (DB2, IDMS, Oracle, Hadoop, NoSQL)
- 7+ years experience with data manipulation languages such as SQL, Impala, PL/SQL, Hive, Pig, XML required.
- 7+ years experience using Microsoft Excel, including use of pivot tables, formulas, macros, vba, charts/graph
- Advanced knowledge of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, various regression techniques, machine learning techniques, exploratory analysis, and variance analysis required.
- Proficient with visualization tools such as Tableau, PowerBi, or MicroStrategy
- Strong analytical, critical and systems thinking required.
What could set you apart: - Advanced degree or certification
- Financial Services industry experience
- Experience with statistical tools such as SAS, SPSS, R, or Python
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Salary Information Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
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