Investment Associate
Popular • San Juan, Puerto Rico
Role Description
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 ...