Popular Bank
WA
Position Title: Investment Associate Date: Apr 21, 2026 Location: San Juan, PR Company: Popular Bank 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. •...