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Senior Firm Strategy Analyst

Location: Defiance
Posted on: November 26, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.This role will be part of a team responsible for setting the firm's long-term enterprise strategy, providing consulting on key strategic projects, and leading the annual strategic planning process.

Role Responsibilities:

Support the formulation of enterprise, business, functional strategy, or inorganic growth across various time horizons.Support key internal consulting or inorganic business development engagements.Support the development and execution of the annual strategic planning process.Partner with teams across Firm StrategyManage and make routine decisions within firm strategy workstreams. Monitor and escalate emerging issues and trends to Firm Strategy leadership for discussion and potential strategic shaping. Develop valuation models and prepare complete valuation analysis.Assist in all aspects of the inorganic deal process - due diligence, closing, and integration
Role Expectations:
Support the creation of enterprise, business, and functional strategies or inorganic growth opportunities through synthesis of data, analysis, and research to determine key drivers, constraints, and trends. Support the annual strategic planning process, including the following:Development of strategic objectives across multiple time horizons. Development of strategic priorities and execution plans Development of communication associated with output of the strategic planning process, including across presentations, meetings, and written communications.Conduct analyses of high impact strategic issues or inorganic growth opportunities confronting the firm, collaborating with and managing cross-functional teams as required. Identify key industry and competitive trends and develops business outlook and forecasts Develop complex valuation models incorporating DCF, trading & transaction comparables, and other valuation methods.Support the identification, due diligence and integration of inorganic growth opportunities.Understand, influence, and manage stakeholders across multiple workstreams to ensure timelines are met
Series 7,66 preferredBachelor's degree requiredMin. 3 Years of related experience in financial servicesExperience influencing relationships with senior stakeholders preferredTrack record of attaining buy-in, and successfully helping execute on strategic initiativesPrior experience in investment banking, consulting, or venture capital preferred
  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
      Salary: $106916 - $182047
      Category: Headquarters

Keywords: EDWARD JONES, Columbia , Senior Firm Strategy Analyst, Professions , Defiance, Missouri

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