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Financial Analyst

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Date: Feb 16, 2019

Location: San Juan, PR

Full Time Opportunity

General Description

Financial analysis, compliance, and asset management matters related to Multifamily and New Markets Tax Credit (“NMTC”) transactions.

Essential Duties and Responsibilities

Structuring and underwriting analysis of Multifamily (defined as rental housing projects with more than 5 units) and NMTC transactions, which may include financing for the acquisition, rehabilitation and/or construction of a project, permanent financing, and/or operating business financing. Support throughout the underwriting process of submitting a proposed transaction for evaluation, including analyzing the project’s financial documentation, performing financial analysis to determine loan structure, and completing the Credit memorandum. Ensure all documentation required for closing is current and on file. Run the closing process of a loan. Provide support to the asset management and compliance matters related to the NMTC portfolio.

In addition, the Financial Analyst would provide support in the administration of the loan portfolios.  Ensure facilities have the appropriate risk classification. Provide support in the construction disbursement process, including evaluating disbursement certifications and collecting disbursement approvals in case the certification meets all requirements. Attend meetings with potential and existing clients. Identify potential transactions and update pipeline lists with potential transactions.

Other responsibilities include responding to audit requirements, support in responding to internal reporting requirements, including portfolio analysis; ensuring that all documents of transactions and potential transactions are kept on file, and providing support in the execution of the asset management and compliance matters related to NMTC transactions.

Minimum Education

Bachelor's Degree


At least three years of related experience in financial analysis.


Analytical Discipline


Change Agent

Collaboration & Teamwork

Customer Centric

Self Development

Business Excellence


Other Qualifications

• Analytical and quantitative capacity

• Skills in interpreting financial information

• General knowledge in the financial industry

• Knowledge of the laws and regulations that apply to the financial industry.

• Advanced domain of: MS Excel, Word, PowerPoint and Outlook

• Drafting memos, narrative and numerical reports

• Project management

• Excellent oral and written communication skills, both in English and Spanish.

• Ability to identify problems, analyze their causes and resolve them in a timely and successful manner to reduce time and facilitate work processes in your unit.

• Dexterity to handle multiple tasks and responsibilities simultaneously.

• Excellent interpersonal skills and teamwork.

• Shows attention to detail


Popular Inc., is an Equal Opportunity Employer

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