Date: Jan 28, 2025 Location: San Juan-Cupey, PR Company: Popular Workplace Type: Hybrid Investment Officer Essential Duties and Responsibilities + Regularly meet with Investment Committees of 401k plan sponsors to review the latest financial markets and economic developments, discuss the performance of the plan’s investment menu and make any recommendations as needed. + Provide ongoing support to the Retirement Plan Administration group in all tasks and inquiries related to investments topics, mutual funds, etc. + Able to execute investment transactions. + Assist in any audit request from internal or external auditors. + Prepare quarterly investment performance reports for clients. + Perform investment reviews for discretionary accounts according to their Investment Policy Statement. + Able to prepare reports and materials for internal committees and ad hoc requests. + Collaborate with internal teams to ensure seamless service delivery. + Stay up-to day with industry’s best practices and regulations. Education Bachelor’s degree completed from an accredited university or college in Finance, Economics, or related field. Experience Previous working experience in an investment consulting role, with a focus on pension plans. Knowledge, Skills and Abilities (KSA's) + Excellent communication and interpersonal skills. + Ability to present complex financial topics in a clear and understandable manner. + Strong analytical and problem-solving skills. + Proficiency in financial and investment analysis tools. + Familiarity with financial products. Ex.: mutual funds, CITs, ETFs, stocks and bonds + Strong attention to detail and organizational skills. + Ability to work independently and as part of a team. Values Passion for People Succeed Together Own Every Moment Build the Future Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. ABOUT US Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds. We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events. If you have a disability or need more information about requesting an accommodation, please contact us atasesorialaboral@popular.com.This email inbox is monitored for such types of requestsonly. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response. Are you ready for a rewarding career? Popular is an Equal Opportunity Employer Learn more about us at www.popular.com and keep updated with our latest job postings atwww.jobs.popular.com. Connect with us! LinkedIn (http://www.linkedin.com/company/banco-popular-de-puerto-rico) | Facebook (http://www.facebook.com/popular/) | Twitter (http://twitter.com/popular?lang=es) | Instagram (http://www.instagram.com/popular.pr?igshid=ykmhge270ti5communitybank/) If you are a California resident, pleaseclick hereto learn more about your privacy rights.