Jonathan Paul
Financial Services Professional | Series 7 & 66
- Role
- Fund Administration Analyst at Edward Jones
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Jonathan Paul
With over a decade of experience in the financial services industry, I currently serve as a Fund Administration Analyst at Edward Jones, where I apply sharp analytical skills and a keen eye for detail to support the oversight of the Bridge Builder fund family. My career journey includes key roles at Truist Securities as a Fixed Income Associate and at Raymond James as a Performance Analyst—each role deepening my expertise in investment analysis, performance analysis, and risk assessment.I take pride in bringing a meticulous, data-driven approach to every challenge, ensuring sound decision-making and strategic execution. At Edward Jones, I’m dedicated to driving results and contributing to the success of both our clients and the broader team.
Experience
Fund Administration Analyst
Jul 2023 — Present · Memphis, TN, US
Education
University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
2011 — 2015
Skills
- Analysis
- Leadership
- Customer Service
- Microsoft Office
- Data Entry
- Powerpoint
- Finance
- Microsoft Word
- Team Leadership
- Management
- Time Management
- Retail
- Public Speaking
- Training
- Communication
- Coaching
- Teamwork
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