Investment Portfolio Specialist

We are looking for a talented Investment Officer to join our team at Buscojobs Puerto Rico. In this role, you will be responsible for providing expert guidance on investment matters to our clients. Your primary goal will be to ensure that our clients' investment portfolios are optimized for maximum returns while minimizing risk.

To achieve this, you will need to stay up-to-date with industry best practices and regulations. You will also be required to collaborate with internal teams to deliver seamless service to our clients. If you are a motivated individual with a passion for finance and investments, we would love to hear from you.

The successful candidate will possess a bachelor's degree in Finance, Economics, or a related field. Prior experience in an investment consulting role is essential, as is familiarity with financial products such as mutual funds, CITs, ETFs, stocks, and bonds.

You will also need to have excellent communication and interpersonal skills, allowing you to present complex financial concepts to our clients in a clear and concise manner. Strong analytical and problem-solving skills are also a must.

• Review market developments and provide recommendations to Investment Committees
• Support the Retirement Plan Administration group with investment-related tasks
• Execute investment transactions and prepare reports for clients
• Collaborate with internal teams to deliver exceptional service