Investment Associate

General Description

Provides Investment Advisory Services to Popular Securities’ Financial Advisors and their clients. Works closely with Financial Analysts and PSAG Manager in the preparation of portfolio analysis, presentations and strategies’ research to develop recommendations.

Essential Duties and Responsibilities

• Client Facing Role – Provides Investment Consulting Support to Popular Securities Financial Advisors and assists in the discussion of the analysis and recommendations for our clients.
• In charge of portfolio analysis process and final review of presentations.
• Must have knowledge of Investment Consulting Process and Strategies.
• Manages some client relationships along with the Financial Advisors responsible.
• Analyses client financial information and develops recommendations related to the Advisory Business.
• Understands investment products and its use in an Investment Strategy.
• Develops Investment proposals and presentations.
• Develops analysis tools for accounts, products and Investment Strategies.
• Conducts special projects that helps Business Development.
• Conducts Due Diligence on strategies and products.

Education

Bachelor’s or master’s degree in finance or related field.

Experience

3 years of work experience related to the financial services industry.

Licenses

FINRA Series 7 and Series 65 or 66 (or commitment to complete in first year).

Other Qualifications

• Excellent analytical skills.
• Excellent in performing research and reporting skills.
• Excellent oral and written communication skills, both in English and Spanish.
• Excellent interpersonal skills and strong teamwork attitude.
• Ability to work under pressure and meet deadlines.
• Excellent organizational skills to handle multiple tasks simultaneously.
• Proficient in MS Office programs (Excel, Word, PowerPoint, Outlook, MS Teams).

Values

1. Passion for People
2. Own Every Moment
3. Succeed Together
4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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