Edelman Financial Engines · 1 month ago
Associate Investment Analyst (Santa Clara, CA or Remote)
United States
Full-time
Remote
Senior Level
$112K/yr - $150K/yr
5+ years expEdelman Financial Engines (EFE) is dedicated to providing financial advice to help clients thrive. The Associate Investment Analyst will support the Chief Investment Strategist in developing economic and investment insights while collaborating with teams to create content that aids clients in understanding financial markets and personal finance.
ConsultingFinancial ServicesPersonal FinanceRetirement
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 [advisors] 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 [advisors] 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
Qualification
Required
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
Benefits
Discretionary bonus
Health, dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Acting Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase