Financial Analyst

Job Type

General Description

The Financial Analyst supports the Popular Securities Advisory Group (PSAG) by preparing portfolio analysis, investment research, business analytics, due diligence materials, and client-ready presentations for Popular Securities' Financial Advisors and their clients. The role partners with Investment Associates, Financial Analysts, and the PSAG Manager to support the Investment Consulting process, contribute to the development of investment proposals and recommendations, and help ensure analytical deliverables are accurate, complete, timely, and aligned with advisory business standards.
This is an analytical and advisory support role. The Financial Analyst assists with portfolio reviews, research, proposal development, and business analytics.
Essential Duties and Responsibilities

• Prepares portfolio analysis, asset allocation reviews, investment proposal materials, business analytics reports, and client-ready presentations for review by Investment Associates, Financial Advisors, and/or the PSAG Manager.
• Reviews and organizes client financial information, portfolio holdings, objectives, restrictions, risk profile, liquidity needs, and investment preferences to support the development of advisory recommendations.
• Supports Financial Advisors and Investment Associates in preparing materials for client discussions, including analysis summaries, presentation exhibits, recommendation support, and follow-up deliverables.
• Validates data, reviews presentation accuracy, documents assumptions, and helps ensure analytical deliverables are complete, consistent, and aligned with the Investment Consulting process.
• Conducts research on investment products, strategies, market trends, asset allocation, portfolio positioning, and related topics to support advisory analysis and business decision-making.
• Assists with due diligence for investment strategies and products by gathering information, preparing comparative analysis, summarizing findings, and maintaining supporting documentation.
• Develops, updates, and maintains analytical tools, templates, reports, and dashboards for accounts, products, investment strategies, advisory activity, and business development initiatives.
• Supports special projects designed to improve Advisory Business growth, operational efficiency, advisor support, client service, and consistency of investment-related deliverables.
• Maintains working knowledge of investment products, advisory platforms, portfolio construction concepts, and applicable internal policies and procedures.
• Manages multiple assignments simultaneously, meets established deadlines, escalates data gaps or issues timely, and maintains a high level of accuracy and professionalism.
Education

Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field required.
Experience

At least three years of related experience.
Other Qualifications

• Strong analytical, research, reporting, problem-solving, and data interpretation skills.
• Strong attention to detail and ability to prepare accurate, high-quality deliverables under established timelines.
• Strong oral and written communication skills in English and Spanish, including the ability to communicate investment and numerical information clearly.
• Ability to collaborate effectively with Financial Advisors, Investment Associates, managers, and internal business partners.
• Ability to manage multiple priorities, work under pressure, meet deadlines, and escalate issues appropriately.
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, Outlook, and Microsoft Teams; ability to learn and adapt to internal analysis, reporting, and operational systems.
Region Locations

Puerto Rico
Work Schedule

Hybrid (3/2)
May be required to work extended hours during peak business periods, special projects, client deadlines, or time-sensitive deliverables.
Values

1. Passion for People
3. Succeed Together
2. Own Every Moment
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 ****** .This email inbox is monitored for such types of requestsonly. 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 keep updated with our latest job postings at
Connect with us!
LinkedIn|Facebook|Twitter |Instagram

If you are a California resident, please click here to learn more about your privacy rights.