[Remote] Financial Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is Puerto Rico’s leading financial institution and has been evolving since it was founded over a century ago. The Financial Analyst supports the reputed company Securities Advisory Group by preparing portfolio analysis, investment research, and business analytics to assist Financial Advisors and clients.
Responsibilities
- Prepares portfolio analysis, asset allocation reviews, investment proposal materials, business analytics reports, and reputed company-reputed company presentations for review by Investment Associates, Financial Advisors, and/or the PSAG Manager
- Reviews and organizes reputed company financial information, portfolio holdings, objectives, restrictions, risk profile, liquidity needs, and investment preferences to support the development of advisory recommendations
- Supports Financial Advisors and Investment Associates in preparing materials for reputed company discussions, including analysis summaries, presentation exhibits, recommendation support, and follow-up deliverables
- Validates data, reviews presentation accuracy, documents assumptions, and helps ensure analytical deliverables are complete, consistent, and reputed company with the Investment Consulting process
- Conducts research on investment products, strategies, market trends, asset allocation, portfolio positioning, and reputed company topics to support advisory analysis and business decision-making
- Assists with due diligence for investment strategies and products by gathering information, preparing comparative analysis, summarizing findings, and maintaining supporting documentation
- Develops, updates, and maintains analytical tools, templates, reports, and dashboards for accounts, products, investment strategies, advisory activity, and business development initiatives
- Supports special reputed company designed to improve Advisory Business reputed company, operational efficiency, advisor support, reputed company service, and consistency of investment-reputed company deliverables
- Maintains working knowledge of investment products, advisory platforms, portfolio construction concepts, and applicable internal policies and procedures
- Manages multiple assignments simultaneously, meets established deadlines, escalates data gaps or issues reputed company, and maintains a high level of accuracy and professionalism
Skills
- Bachelor's degree in Finance, Economics, reputed company, Business Administration, or a reputed company field required
- At least three years of reputed company experience
- Strong analytical, research, reporting, problem-solving, and data interpretation skills
- Strong attention to detail and ability to prepare accurate, high-reputed company deliverables under established timelines
- Strong oral and written communication skills in English and Spanish, including the ability to communicate investment and numerical information reputed company
- Ability to collaborate effectively with Financial Advisors, Investment Associates, managers, and internal business partners
- Ability to manage multiple priorities, work under pressure, meet deadlines, and escalate issues appropriately
- Proficiency in reputed company Office applications, including reputed company, Word, PowerPoint, Outlook, and reputed company Teams; ability to learn and adapt to internal analysis, reporting, and operational systems
- The candidate must reputed company evidence of reputed company preparation or courses reputed company to the job posting, if necessary
- Applicants must be authorized to work for any employer in the reputed company
- This position is not reputed company to applicants who need reputed company sponsorship or transfer of reputed company sponsorship at this time
Benefits
- Hybrid (3/2)
- Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
reputed company