About this role
Business Intelligence Analyst I, Service
Opportunity Overview: Are you passionate about turning data into meaningful business outcomes? We are seeking a collaborative and analytical Business Analyst I to support strategic initiatives across our Service Division. In this role, you will leverage data, business insights, and operational expertise to help drive decision-making, improve processes, and deliver solutions that enhance the client and advisor experience.
As a key partner to business leaders, operations teams, and technology stakeholders, you will transform complex data into actionable insights, lead and support cross-functional initiatives, and represent Service Division priorities in enterprise-wide programs. This role offers a unique opportunity to combine business intelligence, project coordination, process improvement, and stakeholder engagement while developing expertise in core service functions, including Cash & Banking, Transfers & Rollovers, and Estates.
The ideal candidate is naturally curious, highly organized, and excels at connecting data, people, and processes to solve business challenges and drive continuous improvement.
What You'll Do • Transform complex data into actionable insights by creating reports, dashboards, and visualizations that support strategic and operational decision-making. • Partner with business leaders to gather requirements, analyze business needs, and translate them into meaningful reporting and analytical solutions. • Lead or support cross-functional initiatives, coordinating timelines, priorities, risks, and deliverables to ensure successful execution and measurable business outcomes. • Identify opportunities to improve processes, controls, and operational efficiency, while quantifying and communicating the potential business impact of recommended changes. • Use Jira and other workflow tools to document requirements, manage work items, track progress, and provide visibility into project status and dependencies. • Build strong relationships across business, operations, and technology teams, facilitating discussions that drive alignment, accountability, and results. • Develop expertise in Service Division functions, including Cash & Banking, Transfers & Rollovers, and Estates, to effectively support business priorities and initiatives. • Represent Service Division needs in enterprise programs and value stream initiatives, ensuring solutions align with operational goals and deliver an exceptional service experience.
Position Requirements: • Bachelor’s degree in Business, Finance, Analytics, Economics, or a related field, or equivalent relevant experience. • 2+ years of experience in business analysis, business intelligence, operations, project coordination, or a related analytical role. • Experience gathering business requirements, analyzing data, and developing insights and recommendations to support business decisions. • Advanced Excel skills and experience with reporting and visualization tools such as Power BI, Tableau, or similar business intelligence platforms. • Experience using Jira, Azure DevOps, or similar tools to manage work, document requirements, and track project progress. • Strong communication, problem-solving, and organizational skills with the ability to manage multiple priorities and collaborate across teams. Preferred Qualifications • Experience supporting cross-functional projects, process improvement initiatives, or business transformation efforts. • Financial services, wealth management, banking, or service operations experience. • Experience influencing stakeholders and driving outcomes without direct authority. • Knowledge of service-related functions such as Cash & Banking, Transfers & Rollovers, Estates, or similar operational areas. • Experience documenting business processes and identifying opportunities to improve operational efficiency. 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.
Company Description: Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.
¹Fortune 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
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.
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.