The Edward Jones Business Intelligence interview guide, interview questions, salary data, and interview experiences.

Edward Jones Business Intelligence Interview Guide

<p>Getting ready for an Business Intelligence interview at Edward Jones? The Edward Jones Business Intelligence interview span across 10 to 12 different question topics. In preparing for the interview:</p>
<ul>
<li>Know what skills are necessary for Edward Jones Business Intelligence roles.</li>
<li>Gain insights into the Business Intelligence interview process at Edward Jones.</li>
<li>Practice real Edward Jones Business Intelligence interview questions.</li>
</ul>
<p>Interview Query regularly analyzes interview experience data, and we've used that data to produce this guide, with sample interview questions and an overview of the Edward Jones Business Intelligence interview.</p>


Getting ready for an Business Intelligence interview at Edward Jones? The Edward Jones Business Intelligence interview span across 10 to 12 different question topics. In preparing for the interview:

- Know what skills are necessary for Edward Jones Business Intelligence roles.
- Gain insights into the Business Intelligence interview process at Edward Jones.
- Practice real Edward Jones Business Intelligence interview questions.

Interview Query regularly analyzes interview experience data, and we've used that data to produce this guide, with sample interview questions and an overview of the Edward Jones Business Intelligence interview.
        

Overview

Edward Jones Business Intelligence Salary

<p>We've gathered this data from parsing thousands of interview experiences sourced from members.</p>

We've gathered this data from parsing thousands of interview experiences sourced from members.

Edward Jones Business Intelligence Interview Process

<p>We’re given a table of bank transactions with three columns, <code>user_id</code>, a deposit or withdrawal value (determined if the value is positive or negative), and <code>created_at</code> time for each transaction.</p>

<p>Write a query to get the total three-day rolling average for deposits by day.</p>

<p><em>Note: Please use the format <code>&#39;%Y-%m-%d&#39;</code> for the date in the outout</em></p>

<p><strong>Example:</strong></p>

<p><strong>Input:</strong></p>

<p><code>bank_transactions</code> table</p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td><code>user_id</code></td>
<td>INTEGER</td>
</tr>

<tr>
<td><code>created_at</code></td>
<td>DATETIME</td>
</tr>

<tr>
<td><code>transaction_value</code></td>
<td>FLOAT</td>
</tr>
</tbody>
</table>
<p><strong>Output:</strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td><code>dt</code></td>
<td>VARCHAR</td>
</tr>

<tr>
<td><code>rolling_three_day</code></td>
<td>FLOAT</td>
</tr>
</tbody>
</table>


Rolling Bank Transactions

<p>Write a query to identify customers who placed more than three transactions each in both 2019 and 2020.</p>

<p><strong>Example:</strong></p>

<p><strong>Input:</strong></p>

<p><code>transactions</code> table</p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td><code>id</code></td>
<td>INTEGER</td>
</tr>

<tr>
<td><code>user_id</code></td>
<td>INTEGER</td>
</tr>

<tr>
<td><code>created_at</code></td>
<td>DATETIME</td>
</tr>

<tr>
<td><code>product_id</code></td>
<td>INTEGER</td>
</tr>

<tr>
<td><code>quantity</code></td>
<td>INTEGER</td>
</tr>
</tbody>
</table>
<p><code>users</code> table</p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td><code>id</code></td>
<td>INTEGER</td>
</tr>

<tr>
<td><code>name</code></td>
<td>VARCHAR</td>
</tr>
</tbody>
</table>
<p> 
<strong>Output:</strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td><code>customer_name</code></td>
<td>VARCHAR</td>
</tr>
</tbody>
</table>


<p>Which of the following queries will return a list of customers and the total amount they have spent on orders?</p>


Which of the following queries will return a list of customers and the total amount they have spent on orders?

Customer Orders

<p>Let’s say you’re working for a social media company trying to grow your user base. You know that people tend to use the same social network as their peers, so you want to target all your growth and marketing efforts on specific age groups so as to take advantage of network effects.</p>

<p>You wish to begin with the age group that is currently generating the most connections (fastest growing).</p>

<p>Write a SQL query to find the average number of accepted friend requests for each age group and order the results in descending order.</p>

<p><em>Note: The average number of accepted friend requests is calculated as the total number of friend requests sent by an age group that was accepted divided by the number of members in said age group.</em></p>

<p><em>We can assume the tables hold valid data in that there are no duplicate friend requests, friend requests are only accepted once, and user A can only accept a friend request from User B after B sends A a friend request.</em></p>

<p><em>The result should be rounded to two decimal places.</em></p>

<h3>Example:</h3>

<p><strong>Input:</strong></p>

<p><strong><code>friend_requests</code></strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td>requester_id</td>
<td>INTEGER</td>
</tr>

<tr>
<td>receiver_id</td>
<td>INTEGER</td>
</tr>

<tr>
<td>sent_at</td>
<td>DATETIME</td>
</tr>
</tbody>
</table>
<p><strong><code>requests_accepted</code></strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td>accepter_id</td>
<td>INTEGER</td>
</tr>

<tr>
<td>requester_id</td>
<td>INTEGER</td>
</tr>

<tr>
<td>accepted_at</td>
<td>DATETIME</td>
</tr>
</tbody>
</table>
<p><strong><code>age_groups</code></strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td>user_id</td>
<td>INTEGER</td>
</tr>

<tr>
<td>age_group</td>
<td>VARCHAR</td>
</tr>
</tbody>
</table>
<p><strong>Output:</strong></p>

<table>
<thead>
<tr>
<th>Column</th>
<th>Type</th>
</tr>
</thead>

<tbody>
<tr>
<td>age_group</td>
<td>VARCHAR</td>
</tr>

<tr>
<td>average_acceptance</td>
<td>FLOAT</td>
</tr>
</tbody>
</table>


Find the average number of accepted friend requests for each age group that sent the requests.

Avg Friend Requests By Age Group

Edward Jones Business Intelligence Interview Questions

<p>Overview: Come join us in Firm Strategy, where we strive to unleash the full potential of data and AI to address business challenges. As a Data Scientist on our team, you will design, develop and deliver data science solutions requiring advanced mathematical methods, statistical and machine learning models in support of data-driven strategies. You will combine data from multiple sources to develop innovative solutions to business problems and collaborate with business partners and other data scientists to develop tailored analytic solutions that inform and influence decisions across the firm. Key Responsibilities: Partner with business partners to design, develop and deploy solutions that enable hyper-personalized interactions. Use machine learning, numerical optimization, and statistical modeling to discover and explain patterns in data. Create features and develop models beyond standard toolset libraries to meet unique business challenges. Proactively interpret and communicate findings and insights from the data to business partners. Clear communication without technical jargon is important to success. Execute projects from design and data-gathering, through implementation, final delivery, and monitoring. Define data needs and evaluate data quality for applicability to posed problems. Rapidly optimize data and model inputs to increase predictiveness and relevance in response to changes in data availability, data quality, or business specifications. 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 ADandD coverage. Short- and long-term disability, basic life, and basic ADandD 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. Master of Science Degree in a quantitative field required. PhD degree desired. 5 years professional experience. Proficiency with one or more computing languages (Python, SQL). Ability to deliver capabilities that derive insights or novel ideas from data and mathematical models using best data science practices. Connect insights to desired research or business outcomes. Demonstrated ability and interest in learning new algorithms and tools, e.g. GenAI, machine learning, and optimization. Proficiency with cloud computing platforms and distributed systems for large-scale data processing. Please note: 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 three days per week, with preference for Tuesday through Thursday. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pd . Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity</p>

<p>Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 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.</p><p>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.</p><p>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.</p><p>View our Purpose, Inclusion and Citizenship Report.</p><p>Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.</p><p>Team Overview:</p><p>Do you have a strong background in alternative investment products? If so this could be the right opportunity for you!</p><p>Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals.? Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. We lead and coordinate product strategy and ongoing product management. We also provide clients with a broad supply of quality products and services, aligned with the firm's advice and guidance, to meet our clients' personalized needs.</p><p>The Senior Alternative Investment Product Manager is an experienced product associate who is responsible for significant aspect(s) of the Alternative Investment product line and ecosystem. This includes setting strategy for the product shelf, new product co-creation opportunities and implementation, product analytics and modeling and/or product partner and key vendor/platform relationship management. This role also partners across the organization in the development and delivery of product training, the advocacy for, interpretation and compliance of legislative and regulatory changes, advice and guidance that impacts product implementation, risk assessment and mitigation, and/or the branch and client experience. Initially, this role will support the firm's HNW APPS capabilities to deliver Alternative Investments. Over time, this role will evolve to support the firm's broader business segments.</p><p>What You Will Do:</p><p>* Work closely with the Senior Product Leader and/or General Partner to develop and execute the firm's Alternative Investment product strategy to ensure branch teams have quality products and the support needed to help client achieve their financial goals.</p><p>* Design, develop and manage innovative Alternative Investment products that align with firm advice and guidance in collaboration with internal and external stakeholders. ?Determine the data, insights and analysis needed to inform product strategy and development. This role will have a specific focus on the Evergreen/Registered Alternative Investment product ecosystem(i.e., Interval Funds).</p><p>* Responsible for Alternative Investment product partner/vendor relationships of significant size, complexity, number and impact to:</p><p>* Manage and maintain their portfolio of products including making recommendations to add/remove/change products or product partners as needed.</p><p>* Shape and drive execution of business plans that align with the strategic direction of the firm.</p><p>* Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and is compliant. ?Assist in the design of efficient and effective ongoing processes and controls.</p><p>* Influence the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience</p><p>* Resolve complex/broad product partner issues as escalated. ?Determine root cause and apply systems thinking to prevent future occurrences.</p><p>* Regularly interface with product partner peer and vendor contacts (e.g., key account managers, product managers, national sales directors, and operational leaders.)</p><p>* Assist in the coordination and alignment of the product partner relationship management activities described above across all Alternative Investment product partners.</p><p>* Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment for the product line; make recommendations that help shape the firm's position with respect to tax, legal and regulatory issues for these products/programs.</p><p>* Lead broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (e.g., cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.)</p><p>* Develop and recommend risk mitigation strategies to ensure continuity and effectiveness of the product line while minimizing risk to clients and the firm.</p><p>* Mentor team members and assist in the ongoing development of their subject matter expertise.</p><p>* This position is known internally as a Senior Product Manager</p><p>What Experience You Need:</p><p>* Bachelor's degree required</p><p>* Experience of 8+ years with Packaged Products, Investments, and/or Alternative Investments.</p><p>* Deep subject matter expertise in Alternative Investment products. Key focus in the Evergreen/Registered Product space(i.e., Interval Funds, Tender Offer Funds, BDCs) and working with Alternative Investment Platforms(i.e., CAIS).</p><p>* Series 7/66 required or acquired within 12 months</p><p>* Exceptional technical aptitude and analytical skills.</p><p>* Highly collaborative and?effective written, verbal and presentation skills.</p><p>* Advanced proficiency with systems and tools including MS Office, Tableau and databases.</p><p>What Could Set you Apart:</p><p>* Experience of 10+ years with Packaged Products, Investments, and/or Alternative Investments</p><p>* CFA, CAIA, CIMA, CFP, ChFC, CPA, etc.</p><p>* MBA</p><p>* Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.</p><p>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.</p><p>Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones</p><p>Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones</p><p>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.</p><p>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.</p>

Edward Jones Business Intelligence Interview Guide

Overview

Edward Jones Business Intelligence Salary

Edward Jones Business Intelligence Interview Process

Edward Jones Business Intelligence Interview Questions

Edward Jones Business Intelligence Jobs