Best Execution Data Analyst I

Edward Jones is committed to using reasonable diligence to ascertain the most favorable market when servicing client orders, resulting in favorable pricing, service, and care to its customers. This standard is achieved through obtaining ample market data and pricing, sourcing the best possible prices, and assessing execution quality across Equity, Options, and Fixed Income products. The Best Execution Analyst works under the direction of the Best Execution Managers and Best Execution & Controls Team Leader to apply SEC, FINRA, MSRB, and CIRO rules through technical and analytical means. This role focuses on reviewing trading data, producing execution-quality analysis, and communicating findings that support firm standards and client outcomes., * Basic knowledge of US and Canadian equity, options, and fixed income Capital Markets, regulatory frameworks, rules and guidance (i.e. SEC, FINRA, MSRB, and CIRO) and their impact on Edward Jones' business

• Review trades on a daily, monthly, and quarterly basis across Equity, Options, and Fixed Income asset classes to assess execution quality in accordance with Best Execution, Reg NMS, Fair Pricing, Prevailing Market Price, and related regulatory standards.
• Prepare, monitor, and maintain execution-quality reports and systems used by Best Execution Managers and Trading leadership for supervisory purposes. (e.g., price improvement, execution speed, fill rates, fair-pricing metrics)
• Develop and maintain working knowledge of trading datasets (e.g., execution quality, pricing, routing) to support analysis and responses from Trading Leadership, Legal, Compliance, and other internal stakeholders.
• Extract, cleanse, and manipulate firm trading data using analytical and statistical tools to support monitoring, reporting, and trading inquiries.
• Identify execution anomalies or data concerns and escalate findings to Best Execution Managers or Trading Leadership for action.
• Create clear and cohesive data-driven narratives that communicate execution outcomes and trends to Trading and Best Execution stakeholders.
• Provide actionable insights to support trading decisions, through data manipulation and data visualization of large volume trading datasets to identify patterns/trends/insights
• Support regulatory exams, audits and governance reviews, including documentation and investigative support Trading, Legal, Compliance, and Audit
• Drive improvement for the firm's best execution processes, controls, and reporting for efficiency gains and changes to market structure.

• Bachelor's degree
• Minimum of 1 year of relevant professional experience
• Active FINRA Series 7 and Series 66 licenses, must acquire 57 within first 6 months
• Basic knowledge of U.S. and Canadian equity, options, and fixed-income capital markets
• Foundational understanding of regulatory frameworks impacting Best Execution, including:

• SEC Reg NMS
• FINRA Rules 5310 and 2121
• MSRB Rules G-13 and G-30
• CIRO regulatory standards

• Experience working with large datasets and conducting data analysis
• Strong Microsoft Excel skills, including pivot tables, formulas, and chart creation
• Ability to independently complete assigned work and consistently meet deadlines
• Effective written and verbal communication skills to collaborate with trading stakeholders and business partners
• Ability to prioritize work across multiple security types, trading initiatives, strategy objectives, and business groups
• Ability to identify opportunities for process enhancements and operational improvements

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

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United States

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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., INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.