Remote Financial Analyst Details | reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is Puerto Ricos 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 ManagerReviews and organizes reputed company financial information, portfolio holdings, objectives, restrictions, risk profile, liquidity needs, and investment preferences to support the development of advisory recommendationsSupports Financial Advisors and Investment Associates in preparing materials for reputed company discussions, including analysis summaries, presentation exhibits, recommendation support, and follow-up deliverablesValidates data, reviews presentation accuracy, documents assumptions, and helps ensure analytical deliverables are complete, consistent, and reputed company with the Investment Consulting processConducts research on investment products, strategies, market trends, asset allocation, portfolio positioning, and reputed company topics to support advisory analysis and business decision-makingAssists with due diligence for investment strategies and products by gathering information, preparing comparative analysis, summarizing findings, and maintaining supporting documentationDevelops, updates, and maintains analytical tools, templates, reports, and dashboards for accounts, products, investment strategies, advisory activity, and business development initiativesSupports special reputed company designed to improve Advisory Business reputed company, operational efficiency, advisor support, reputed company service, and consistency of investment-reputed company deliverablesMaintains working knowledge of investment products, advisory platforms, portfolio construction concepts, and applicable internal policies and proceduresManages 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 requiredAt least three years of reputed company experienceStrong analytical, research, reporting, problem-solving, and data interpretation skillsStrong attention to detail and ability to prepare accurate, high-reputed company deliverables under established timelinesStrong oral and written communication skills in English and Spanish, including the ability to communicate investment and numerical information reputed companyAbility to collaborate effectively with Financial Advisors, Investment Associates, managers, and internal business partnersAbility to manage multiple priorities, work under pressure, meet deadlines, and escalate issues appropriatelyProficiency 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 systemsThe candidate must reputed company evidence of reputed company preparation or courses reputed company to the reputed company, if necessaryApplicants 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 reputed company is a banking firm that provides banking and financial services. It was founded in 1893, and is headquartered in San Juan, NA - Puerto Rico, PRI, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com. Apply To This Job .