Associate Investment Analyst (Santa Clara, CA Hybrid)

Responsibilities

• Support senior investment leaders by preparing market, economic, and portfolio-relevant analysis that informs investment perspectives and strategy discussions.
• Develop and maintain macroeconomic and capital market analysis, including charts, tables, and concise commentary highlighting key trends, risks, and inflection points.
• Co-create investment content such as chart books, presentations, briefing materials, and short written perspectives for internal and external audiences.
• Monitor global economic and market developments, synthesizing data releases and themes into insights relevant to portfolios, advisors, and client outcomes.
• Collaborate with Investment Management, Marketing, and Financial Planner teams to refine materials for clarity and impact while maintaining analytical rigor and alignment with EFE’s investment philosophy

Requirements

• B.S. or B.A. degree in economics, finance or a related field with an excellent academic record.
• 2+ 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.
• 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.
• Excellent communication and teamwork skills and an enthusiasm to learn, build, create and problem solve.

Pay

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.