Investment Associate

Banco Popular

San Juan, PR, US
On-site
Investment consulting process knowledge
Excellent analytical skills
Proficient in ms office programs
Banco Popular is seeking an Investment Associate in San Juan, PR, to provide investment advisory services and support to their financial advisors and clients. The role requires strong analytical, communication, and interpersonal skills, as well as experience in the financial services industry

Job Summary

  • The role involves providing investment consulting support to financial advisors and their clients.
  • Candidates will manage client relationships and conduct portfolio analysis to develop recommendations.
  • Popular is committed to offering essential financial services and solutions to customers and communities.

Matching Summary

Match Score: 85

Banco Popular is seeking an Investment Associate in San Juan, PR, to provide investment advisory services and support to their financial advisors and clients. The role requires strong analytical, communication, and interpersonal skills, as well as experience in the financial services industry.

Skills & Requirements

Must-have

  • Investment Consulting Process knowledge
  • Excellent analytical skills
  • Proficient in MS Office programs

Nice-to-have

  • Excellent oral and written communication skills
  • Strong teamwork attitude
  • Ability to work under pressure

Key Requirements

  • Bachelor’s or master’s degree in finance
  • 3 years of experience in financial services
  • FINRA Series 7 and Series 65 or 66 required

Work Rights

Not specified

Tailored Resume

Cover Letter