Associate : Popular Securities

Full Time Opportunity 13; General Description 13; Provides investment consulting services to Popular Securities Financial Advisors and their clients. In charge of managing and supervising Financial Analysts workflow in the preparation of portfolio analysis, presentations and strategies research to develop recommendations.

Essential Duties and Responsibilities 13;
: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 comprehensive knowledge of investment consulting process and strategies
:Works closely with Manager in business development projects and key client relationships
:Main contact for analysis requests and investment consulting services for Financial Advisors
:Manages key client relationships along with the responsible Financial Advisors
: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 13;

Bachelors Degree in Finance, Economics or Statistics

Experience 13;

2:3 years of work experience related to the financial services industry

Certifications / Licenses 13;
:Series 65 or 66
:CIMA (r) preferably

Other Qualifications 13;
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Analytical thinker with knowledge and skill in the analysis and interpretation of business financial information
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Advanced knowledge in the use of Microsoft Office applications: Excel, Word, and PowerPoint
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Strong organizational skills and attention to detail
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Ability to multi:task and establish priorities
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Strong work ethic with a positive, can:do attitude
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Ability to work under pressure to meet deadlines and with minimal supervision
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Outstanding reporting, presentation and communication skills
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Outstanding interpersonal skills with ability to work effectively with individuals of varying backgrounds and levels of expertise
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Ability to think creatively
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Fully bilingual: English and Spanish.
Popular Inc., is an Equal Opportunity Employer