Associate Investment Analyst (Santa Clara, CA… at Edelman… · Santa…

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Associate Investment Analyst on the Investment Management team, you’ll play a pivotal role in supporting senior investment leaders – including the Chief Investment Strategist, in shaping the firm’s economic, market, and investment commentary and perspectives. This role sits at the at the intersection of market analysis, data visualization, and strategic communication, helping ensure Edelman Financial Engines’ investment views are well-informed, clearly articulated, and relevant to clients.

Edelman Financial Engines has a deep commitment to building institutional-quality factor-based multi-asset portfolios at scale. In this role, you will help translate market and economic analysis into materials that inform investment strategy discussions and support client and advisor understanding, while continuing to build depth in markets, economics, and applied investment research. This is a hands-on analytical role with significant exposure to senior decision-makers and an opportunity to influence how investment insights are framed and delivered.

In addition to an earnest desire to help people, the ideal candidate brings:

• A strong interest in capital markets, economics and investing
• Proven ability to work with data and market information to surface insights
• Judgment in synthesizing complex information into clear, usable narratives

This role complements the team’s existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders.

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.
• 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.
• Excellent communication and teamwork skills and an enthusiasm to learn, build, create and problem solve.

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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)^1^, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets^2^. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.

^1^ The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

^2^ Edelman Financial Engines data, as of September 30, 2025