Investment Associate

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Investment Associate Popular Center 012 | Posting Country Puerto Rico 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

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