Edelman Financial Engines Careers - Associate Investment Analyst

Edelman Financial Engines

Santa Clara, CA, US
Base: $112,300 - $149,700; bonus/equity: discretio...
Hybrid (2 days onsite)
2+ years investment industry experience
Bloomberg terminal proficiency
Advanced excel skills for financial modeling
Edelman Financial Engines is seeking an Associate Investment Analyst for their Santa Clara, CA location, with a hybrid work model. The role focuses on supporting senior investment leaders through market analysis, data visualization, and communication, requiring a strong interest in capital markets and investing

Job Summary

  • The role supports senior investment leaders by preparing market, economic, and portfolio-relevant analysis to inform investment perspectives.
  • Edelman Financial Engines is committed to building institutional-quality factor-based multi-asset portfolios at scale while guiding clients with personalized financial advice.
  • This position offers significant exposure to senior decision-makers and an opportunity to influence how investment insights are framed and delivered.

Matching Summary

Match Score: 85

Edelman Financial Engines is seeking an Associate Investment Analyst for their Santa Clara, CA location, with a hybrid work model. The role focuses on supporting senior investment leaders through market analysis, data visualization, and communication, requiring a strong interest in capital markets and investing.

Salary

Base: $112,300 - $149,700; Bonus/Equity: Discretionary bonus eligible; Benefits: Health, dental, wellness plans, 401(k) contributions

Skills & Requirements

Must-have

  • 2+ years investment industry experience
  • Bloomberg terminal proficiency
  • Advanced Excel skills for financial modeling

Nice-to-have

  • Strong written communication skills
  • Interest in macroeconomics and capital markets
  • Ability to synthesize complex data into narratives

Key Requirements

  • Bachelor's degree in economics or finance
  • MBA considered as alternative qualification
  • Excellent academic record required

Work Rights

Not specified

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