[Remote] Financial Analyst Job Details | reputed company

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 they are seeking a Financial Analyst to support the reputed company Securities Advisory Group. The role involves preparing portfolio analysis, investment research, and business analytics to ensure accurate and reputed company analytical deliverables.

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, reputed company, 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

reputed company