Financial Analyst – Investment Advisory Support

About the role

The Financial Analyst will support the Popular Securities Advisory Group (PSAG) by delivering portfolio analysis, investment research, and client‑ready presentations. This analytical position works closely with Investment Associates, Financial Advisors, and the PSAG Manager to ensure high‑quality advisory deliverables.

Key responsibilities

• Prepare portfolio analysis, asset allocation reviews, investment proposals, business analytics reports, and client‑ready presentations.
• Review and organize client financial information, holdings, objectives, risk profile, and liquidity needs to inform advisory recommendations.
• Assist Financial Advisors and Investment Associates in creating materials for client discussions, including analysis summaries and recommendation support.
• Validate data, document assumptions, and ensure analytical deliverables are accurate, complete, and aligned with internal standards.
• Conduct research on investment products, market trends, and portfolio positioning to support decision‑making.
• Support due‑diligence activities by gathering information, preparing comparative analyses, and maintaining documentation.
• Develop and maintain analytical tools, templates, dashboards, and reports for advisory and business development initiatives.
• Participate in special projects aimed at improving advisory growth, operational efficiency, and client service.

Required profile

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• At least three years of relevant experience in financial analysis, investment research, or advisory support.

Required skills