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Popular – San Juan, PR – Full Time Opportunity General Description 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 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 in…