Full Time Opportunity
General Description
Organizes and analyzes financial information to prepare client and business analytics, as well as prepare presentations and gather strategies’ research to develop recommendations. Prepares client and business analytic reports for segmentation, establishment of priorities and delivery of service standards.
Essential Duties and Responsibilities
• Works closely with Senior Financial Consultant and rest of team in analyzing client financial information, to develop recommendations related to the Business.
• Understands investment products and their use in diverse investment strategies.
• Develops Investment proposals and presentations.
• Develops analysis tools for accounts, products, investment strategies, financial planning and practice management (business analytics).
• Conducts special projects to drive business development or new initiatives
Education
Bachelor’s Degree (B.A.) with concentration in Finance or Economics.
Experience
• Previous work experience or internships related to the financial services industry
• Knowledge of the financial services industry, capital markets and investment products, such as stocks, bonds and mutual funds
Other Qualifications
Computer Skills:
• Proficiency in Microsoft Office Excel, Power Point and Word
• Ability to learn and adapt to in-house analysis and operational systems
Analytical Discipline:
• Focus: Stays focused on main issues, prevents irrelevant issues or distractions from interfering with timely
completion of assignments
• Analytical: Collects, researches and complements data; Synthesizes complex or diverse information
• Design: Demonstrates attention to detail; Applies design principles; Generate creative solutions
• Problem Solving: Identifies and resolves problems in a timely manner; Develops alternative solutions
Collaboration and Team Work:
• Works effectively with others
• Shows positive attitude and is open to feedback
Communication Skills:
• Oral Communication: (Spanish and/or English) Speaks clearly and persuasively in positive or negative
situations; Demonstrates group presentation skills
• Written Communication: (Spanish and/or English) Writes clearly and informatively; Edits work for spelling
and grammar; Presents numerical data effectively
Business Excellence:
• Stays up to date in economic and investments topics
• Shows intellectual curiosity and interest in his or her development (Certifications, Licenses, etc…)
Others:
• Available to work extended hours
Competencies
Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Popular Inc., is an Equal Opportunity Employer
Job Segment:
Business Development, Sales
