"Alerted.org

Date: May 30, 2025

Location:

San Juan, PR

Company: Popular

Workplace Type: Hybrid

Associate

General Description

Provides analytical, technical, and operational support to the Popular Mezzanine Fund and other fund’s managed by the PCA team. In charge of monitoring portfolio performance, compliance of portfolio companies’ reporting requirements and covenants, among others.

Essential Duties and Responsibilities

• Client Facing Role – quarterly meeting with portfolio companies to discuss performance and financial update

• Follow up monthly with portfolio companies on pending reporting requirements

• In charge of maintaining up to date portfolio tracker with updated performance metrics for all portfolio companies

• Prepare monthly cash analysis for all portfolio companies

• In charge of managing closing process and key contact for operations team

• Must have basic knowledge of underwriting Process and strategies

• Assist in underwriting potential investment opportunities, preparing financial models, and investment committee memos

• Assist in developing models and products to incorporate in underwriting process

• Main contact for operations and back office team

Education

Bachelor's Degree in Finance or Economy or Statistics

Experience

Two (2) years of work experience related to the financial services industry.

Certifications / Licenses

Series 65

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

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 [email protected] 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/)

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