Company: Popular Workplace Type: On-site Premium Banker (Metro) Job Type Full Time - Exempt General Description The Premium Banker provides personalized financial orientations through financial planning tools, in order to help clients reach their goals. Responsible for cross-selling initiatives to grow and deepen client relationships, achieving sales targets to increase market share. Must attain a high level of client satisfaction and retention.
Essential Duties and Responsibilities
* Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client's financial life priorities and provide the products/services that are most appropriate for their situation.
* Relationship and new business development by proposing suitable financial solutions and establish implementation timeline according to the clients' financial needs and life stage (client interviewing, consultative sales, proposal preparation and presentation).
* Develops and maintains knowledge of financial industry, economy, market conditions, rates, and competition.
* Cultivate internal partnerships with Branch Managers to promote integrated sales and service efforts across Popular.
* Retention of the current business
* Research available retail banking products, mortgages, leases/auto loans, investment, and insurance opportunities to determine whether they fit into client's financial goals.
* Identify opportunities to deliver appropriate retail banking products, mortgages, leases/auto loans, investment, insurance, and financial planning to determine whether they fit into client's financial goals.
* Maintain and develop relationships with customers in person, via telephone calls, teams, and e-mails.
* Timely response to incoming e-mail, phone inquiries and required contacts.
* Maintain client data (financial orientations, opportunities and sales) up to date in CRM system
* Self-monitoring of sales performance
Education
Bachelor's degree in Business Administration or related fields, preferably in Finance and Accounting from a four-year college or university.
Certifications / Licenses
Financial Para-Planner Certification*
Life Insurance License*
* The candidate will be required to pass the Financial Para-Planner and Life Insurance exams within a period of 6 months after starting in this role. If the candidate does not pass, the job change will not take place and will be reassigned to the same or similar unit based on business needs.
Experience
A minimum of three (3) years of experience in the banking industry.
At least three (3) years of experience in retail banking product sales..
Additional Requirements
* Effective oral and written communication skills in both Spanish (advanced level) and English (intermediate level).
* Knowledge in Retail Banking products and the ability to educate and provide information to clients and co-workers.
* Highly effective interpersonal skills to maintain / develop client relationships
* Excellent sales, communication and presentation skills
* Skills in Office 365 systems such as Excel, Word, Outlook, Teams among others.
* Well organized and customer service oriented
* Multi-tasking and time-management skills, with the ability to prioritize tasks.
* Ability to identify problems, analyze their causes and resolve them in a timely and accurate manner.
* Ability to work with minimal supervision and delivery dates.
* Ability to adapt to changes, new situations, and work under pressure.
* Focused on achieving and or exceeding results through collaboration and teamwork.
Region Locations
Metro Region, Puerto Rico
Work Schedule
On-site
Monday to Friday
Flexibility to work non-business hours, Saturdays, Sundays, and holidays when needed.
Values
1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
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 at ***************************. This email inbox is monitored for such types of requests only. 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, including Disability/Vets
Learn more about us at *************** and keep updated with our latest job postings at *********************
Connect with us!
LinkedIn | Facebook | Twitter | Instagram
If you are a California resident, please click here to learn more about your privacy rights.
$67k-99k yearly est. 1d ago
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Retail Banker
Penfed Credit Union
Personal banker job in Bayamn, PR
PenFed is hiring a Retail Banker to work onsite at our Fort Buchanan, Puerto Rico branch. The primary purpose of this job is to extend member relationships by offering appropriate financial solutions and services to meet our members' needs. The incumbent will also train to conduct cash transactions and will be asked to process transactions both accurately and efficiently as needed.
**Responsibilities**
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
+ Deliver results by meeting or exceeding goals in a member-centric, results driven environment.
+ Display strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service.
+ Demonstrate member service skills and the ability to resolve problems independently; utilizing critical thinking, and problem-solving skills or escalate as needed to promote member satisfaction.
+ Utilize industry leading solutions to meet the unique life needs of our members to include home ownership, wealth management, financial education, and managing debt.
+ Establish solid relationships with teammates, business partners and internal network by fostering teamwork and collaboration.
+ Display passion, commitment, and a drive to deliver an experience that improves our members' financial lives by explaining and cross selling all PenFed loan and share products as appropriate.
+ Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
+ Assist members' thorough loan process to include inputting loan applications, reviewing terms and conditions, and disbursement.
+ Remain knowledgeable of the competitive landscape within the financial services industry.
+ Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
+ Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
+ Provide support to other branches to include working weekends and/or extended hours as required to operate the business.
+ Maintain high level of proficiency in operating all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. to support needs of members, and business.
+ Support additional PenFed initiatives to support needs of members, and business.
+ If Notary Public, will be responsible for providing members Notary Services while adhering to all state laws/regulations related to the notarization of documents.
+ Provide in-bound call support, where required.
**Qualifications**
Equivalent combination of education and experience is considered.
+ Associate Degree in a related field such as business management, business administration, or finance.
+ Minimum of two (2) year of demonstrated successful sales experience is required.
+ Minimum of at least six (6) months of cash handling experience.
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ Valid Notary Public, preferred.
+ Previous phone based customer service experience, preferred.
+ Bilingual-Spanish required.
**Supervisory Responsibility**
This position will not supervise employees.
**Licenses and Certifications**
There are no additional certifications required.
**Work Environment**
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
**Travel**
Ability to travel to various worksites and be on-call may be required.
**Benefits**
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
**Our Purpose**
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
**Equal Employment Opportunity**
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at ************.
$27k-37k yearly est. 9d ago
Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico
Careers Mutual of Omaha
Personal banker job in Puerto Rico
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Junior Quantitative Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Go Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets.
As a Junior Trader, you will gain early exposure to real-time trading in order to develop situational awareness and a deep understanding of the market. In collaboration with Senior Traders and development through our formalized education program, you will have the scope to utilize risk management and strategic thinking skills to guide trades and explore new trading opportunities. The ideal candidate is intellectually curious, strives for continual improvement, has a disciplined appetite for risk, and is dedicated to mastering their market.
Responsibilities
Partner with Senior Traders to assist in and learn all facets of trading
Develop expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of semi-automated trading system
Learn and analyze real-time trades
Research and improve upon trading strategies
Requirements
Bachelor's, Master's, or Doctorate degree in a technical or industry related field such as, but not limited to, mathematics, statistics or mathematical finance with a graduation date between December 2025 and Spring 2026
Required coursework: Differential Equations, Linear Algebra, Multivariable Calculus, Probability or Advanced Statistics
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency in Python required and some experience with C++ and other computer programming languages preferred
Demonstrated passion for markets, finance, and trading such as, but not limited to personal trading, participation in trading competitions, attendance at firm discover days, industry related student groups or clubs and/or prior internship experience preferred
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast paced and collaborative environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to help prepare for the interview process.
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. 1d ago
Premier Relationship Banker, Malacca Branch
HSBC 4.9
Personal banker job in Puerto Rico
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the
possibilities. Whether you want a career that could take you to the top, or simply take you in an
exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth
Management; and Global Private Banking, to become one of the world's largest global wealth
managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in
any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our
dedicated colleagues serve millions of customers worldwide across the entire spectrum of private
wealth, ranging from personal banking for individuals and families, through to business owners,
investors and ultra-high-net-worth individuals. We provide products and services such as bank
accounts, credit cards, personal loans and mortgages, as well as asset management, insurance,
wealth management and private banking, that best suit our customers' needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in
the role of Premier Relationship Banker working together with colleagues to define, manage and
achieve divisional business targets.
Principal Responsibilities:
• Manage, acquire, grow and deepen Premier customers' relationships through effective
relationship management.
• Drive revenue and AUM growth expectations through holistic financial planning
• Ensure a high level of sales and services of HSBC retail products based on needs based selling
• Refer mortgage business to Mortgage Arranger (MA)
• Ensure best practice on wealth sales is being referred to peers and others
• Ensure compliance with products and sales policies, procedures and guidelines set by the
Bank and the relevant authorities are adhered and complied to at all times
Qualifications - External
• Candidate with experience in relationship Management of High Net Worth clients are
preferred.
• A recognized tertiary Diploma / Degree qualification;
• Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI,
FIMM, IPPC is required
• Evidence of strong sales track record insurance and investment products
• Sales oriented, driven to produce results.
• Highly skilled in influencing, networking and portfolio management skills
• Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in
Mandarin / Cantonese would be an added advantage
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation
needed will be prioritized.
To understand why our Wealth colleagues like working at HSBC, please visit
***************************
HSBC is committed to building a culture where all employees are valued, respected and opinions
count. We take pride in providing a workplace that fosters continuous professional development,
flexible working and opportunities to grow within an inclusive and diverse environment. Personal
data held by the Bank relating to employment applications will be used in accordance with our
Privacy Statement, which is available on our website.
Issued by HSBC Bank Malaysia Berhad
$50k-59k yearly est. 4d ago
Finance Representative
GE Appliances 4.8
Personal banker job in Carolina, PR
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: we come together, we always look for a better way, and we create possibilities.
Interested in joining us on our journey?
The Finance Representative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico
Position
Finance Representative
Location
USA, Carolina, PR
How You'll Create Possibilities
Essential results-based duties
* Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders.
* Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely.
* Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation.
* Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level.
* Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested.
* Support physical inventory count audit processes to ensure compliance with policies.
* Support quarterly tracking of required documents to ensure validity of supplier/vendor data.
* Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests.
* Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities.
* Perform other tasks or special projects as assigned within the scope of Controllership/Finance.
What You'll Bring to Our Team
Position Requirements
Minimum Qualifications:
* Bachelor's degree in accounting, finance, business administration, or a related field.
* 3 years of relevant experience in finance, accounting, or a related field.
* Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint)
* Ability to work under pressure meeting tight deadlines
* Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities.
* Skilled in building strong relationships and communicating across all levels of the organization.
* Speed, accuracy and efficiency crucial - data entry
* Ability to manage multiple priorities
* Excellent verbal and written communication skills
* Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively.
* Proficient in inspection techniques and quality assurance practices
* Fully Bilingual - English & Spanish
* Proven analytical, negotiation, and influencing skills
* Accountable and willing to take initiative
Preferred Qualifications:
* Knowledge of US GAAP
* Experience with Oracle Finance applications
Working Conditions:
* Working conditions are normal for an office environment.
* 15% travel to store locations
Our Culture
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail to *******************************
$46k-74k yearly est. 32d ago
Senior Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Grupo Oricteropo Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets. Our Senior Traders benefit from the resources and scale that our group can provide with its strong team and robust capital base to grow your effective trading strategy to the next level. The ideal candidate will have proven success and discipline in their trading strategies, a niche expertise, and excellent risk assessment and management.
Responsibilities
Utilize expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of trading system
Collaborate with Senior Traders and Junior Traders to contribute to learnings and strategies
Mentor Junior Traders and promote their learning on the desk
Requirements
Bachelor's, Master's, or Doctorate in technical field and pertinent industry experience
Demonstrated passion for financial markets, finance, and trading
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast-paced and collaborative environment
A strategy that is currently and consistently profitable; we are open to all markets and asset classes ranging from physical to electronic in any part of the world
This position requires physical presence and is onsite at our office in Aguadilla, PR
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$64k-112k yearly est. 1d ago
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
Bank of America 4.7
Personal banker job in San Juan, PR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$43k-51k yearly est. Auto-Apply 60d+ ago
Junior Financial Associate
DECA Analytics, LLC 4.2
Personal banker job in San Juan, PR
DECA Analytics, LLC is a Puerto Rico-based boutique advisory firm specializing in the unique business environment of Puerto Rico. Our mission is to provide unparalleled financial and operational guidance tailor-designed to navigate the complexities of doing business in Puerto Rico. Our process is centered on utilizing a holistic approach that combines quantitative analytics and our qualitative experience and key resources to streamline processes and maximize available monetary incentives.
Our approach is comprised of four core components:
Foundational Level: We implement the entire process of setting up a new operation or subsidiary within Puerto Rico, from entity formation to submitting all required filings and obtaining operating permits and licenses.
Government Incentives: We structure, negotiate, and secure Puerto Rico-specific Act 60 tax decrees and other government grant initiatives on behalf of our clients to ensure the maximum incentives are received.
Ongoing Compliance: We manage all ongoing incentives and operational compliance filings required for operating within Puerto Rico by the various governmental agencies.
Access to Capital: We provide access to affordable capital in the form of non-securities transactions encompassing Puerto Rico R&D or Hospitality Tax Credits, local and federal grants, and private or government-backed debt programs.
About the Role:
We are seeking a highly motivated and detail-oriented Junior Financial Associate to join our Capital Markets team. This is an ideal opportunity for recent graduates or early-career professionals interested in developing a strong foundation in financial analysis and transaction advisory.
You will work under the guidance of senior analysts and associates, supporting market research, financial modeling, and reporting. As part of a collaborative team, you'll be exposed to real-world capital structuring and incentive finance projects while developing technical and analytical skills necessary for long-term career growth.
Key Responsibilities
Support the preparation of financial statements, reports, and dashboards.
Conduct preliminary financial and market research to assist in the evaluation of client opportunities.
Contribute to the development and maintenance of financial models and templates.
Assist in gathering data for budgeting, forecasting, and investor presentations.
Ensure that all work adheres to internal compliance standards and documentation protocols.
Collaborate with cross-functional teams on due diligence, audits, and client deliverables.
Continuously learn financial tools, methods, and regulations relevant to Puerto Rico's capital environment.
Minimum Qualifications
Bachelor's degree (completed or near completion) in Finance, Accounting, Economics, or a related field.
Familiarity with basic financial concepts (e.g., income statements, cash flow, valuation).
Strong Microsoft Excel skills (including formulas, formatting, and basic modeling).
Effective communication and organizational skills.
Enthusiastic about learning financial analysis and advisory practices.
Preferred Qualifications
Relevant internship or co-op experience in financial services, accounting, or consulting.
Exposure to investment banking, corporate finance, or transaction advisory concepts.
Experience with tools such as PowerPoint, QuickBooks, or financial CRMs.
Ideal Candidate Skills and Experience:
Learning Agility: Eager to develop technical skills through mentorship and training.
Team Orientation: Works collaboratively, asks questions, and values peer feedback.
Problem Solver: Takes initiative to research, organize, and present information clearly.
Curiosity: Shows interest in capital markets, economic incentives, and policy impacts.
Attention to Detail and Accuracy: Strong attention to detail in financial analysis, ensuring that all data used in financial models is accurate, complete, and relevant. The ability to spot inconsistencies and potential issues is vital.
Financial Statement Analysis: Expertise in analyzing financial statements (balance sheets, income statements, and cash flow statements) to assess company performance, financial health, and key metrics. This includes conducting ratio analysis, trend analysis, and benchmarking against industry peers.
Financial Modeling: Ability to create financial models that support forecasting, valuation, budgeting, and decision-making. This includes proficiency in Excel and other financial modeling tools, as well as the capability to build models from scratch for different business scenarios.
Industry Research and Market Analysis: Familiarity conducting comprehensive industry and market research, including understanding market dynamics, competition, and economic factors. The ability to synthesize research findings into actionable insights for business strategy and investment decisions is critical.
Valuation and Investment Analysis: Understanding of various valuation methods, such as discounted cash flow (DCF), precedent transactions, and comparable company analysis. Experience with evaluating investment opportunities, assessing risk, and providing strategic recommendations.
Strategic Thinking and Problem-Solving: Ability to think critically and solve financial problems, often under tight deadlines. A strategic mindset is essential for developing financial models and conducting research that drives business decision-making.
Relocation Opportunities:
We welcome candidates seeking to relocate to Puerto Rico from the U.S. mainland.
Responsibilities:
Assist in the preparation and analysis of financial reports, including income statements, balance sheets, and cash flow statements.
Support the budgeting process by gathering data, analyzing trends, and providing recommendations for cost management
Conduct financial statement analysis, including ratio analysis, trend analysis, and benchmarking against industry peers.
Perform market research and analyze the company's financials to assess investment opportunities and provide strategic recommendations.
Build complex financial models that support forecasting, valuation, budgeting, and strategic decision-making.
Ensure compliance with financial regulations and internal policies through regular audits and reviews.
Collaborate with cross-functional teams to provide financial insights that support business decisions and strategic initiatives.
Maintain accurate financial records and documentation to facilitate transparency and accountability.
If you are passionate about finance, have a focus on corporate finance or transaction advisory, and want to contribute to the success of our organization, we invite you to apply for the Financial Associate position. Together, we can achieve financial excellence and drive strategic growth.
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DECA Analytics, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$59k-87k yearly est. Auto-Apply 1d ago
Junior Algorithmic Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Job Description
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management ("headquarters" for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Algorithmic Traders use their expert understanding of the financial markets and market microstructure to develop relative value arbitrage trading software and build and improve trading strategies. As a Junior Algorithmic Trader, you will have the opportunity to experience relative value arbitrage trading paired with innovative software. You will partner with Senior Traders to assist and learn all facets of automated trading. From researching and analyzing high-frequency tick data and trading performance, to building mathematical models and performing time series analysis, you will experience a deep dive into real-time trading and gain exposure to build your expertise. The ideal candidate is intellectually curious, technically analytical, and has the desire to learn and apply programming skills in a fast-paced environment (Python, C++).
Responsibilities
Work with Senior Algorithmic Traders to assist and learn all facets of automated trading
Develop expertise in market microstructure, tick data, and automated trading systems
Learn and master object-oriented programming languages (C++ and Python)
Build and maintain trading quantitative model tools and analytics
Develop, code, maintain and support production quality automated trading software and strategies
Improve strategies and trade execution by performing post trade analyses and developing prediction models
Requirements
Pursuing a Bachelor's, Master's, or Doctorate in a technical field, such as but not limited to STEM or Finance, with a graduation date between December 2025 and Spring 2026, or 1-2 years of pertinent industry experience
Required courses: Data structures, Probability, Statistic,s and Linear Algebra
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency and experience in object-oriented programming languages, C++, Python, and/or Java preferred
Proficiency and experience in Linux scripting are a plus
Demonstrated passion for markets, finance, and trading, such as, but not limited t,o personal trading, participation in trading competitions, attendance at firm discovery days, industry-related student groups or clubs, and/or prior internship experience preferred
Project or internship experience in data analysis, quantitative modeling, and/or machine learning
Passion for math and software applied to markets and trading
Strong understanding of computing, math, probability, statistics, and finance
Strong work ethic and willingness to do what it takes to get the job done
Excellent verbal and written communication skills
Ability to work within a team in a fast-paced environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to prepare for the interview process
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. 1d ago
Financial Representative Trainee - Guaynabo, Puerto Rico
Careers Mutual of Omaha
Personal banker job in Puerto Rico
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll demonstrate appropriate skills and pass a sales process competency test.
You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Ability to successfully achieve criteria of Trainee Program.
Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program,
Highly self-motivated and results-oriented with ability to work independently and as part of a team.
Access to reliable transportation in order to attend appointments and meetings.
Ability to travel up to 50% of the work period and maintain a valid driver's license.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
$36k yearly 60d+ ago
Senior Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Grupo Oricteropo Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets. Our Senior Traders benefit from the resources and scale that our group can provide with its strong team and robust capital base to grow your effective trading strategy to the next level. The ideal candidate will have proven success and discipline in their trading strategies, a niche expertise, and excellent risk assessment and management.
Responsibilities
Utilize expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of trading system
Collaborate with Senior Traders and Junior Traders to contribute to learnings and strategies
Mentor Junior Traders and promote their learning on the desk
Requirements
Bachelor's, Master's, or Doctorate in technical field and pertinent industry experience
Demonstrated passion for financial markets, finance, and trading
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast-paced and collaborative environment
A strategy that is currently and consistently profitable; we are open to all markets and asset classes ranging from physical to electronic in any part of the world
This position requires physical presence and is onsite at our office in Aguadilla, PR
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$64k-112k yearly est. Auto-Apply 60d+ ago
Finance Representative
GE Appliances, a Haier Company 4.8
Personal banker job in Carolina, PR
At GE Appliances, a Haier company, we come together to make "good things, for life." As the fastest-growing appliance company in the U.S., we're powered by creators, thinkers and makers who believe that anything is possible and that there's always a better way. We believe in the power of our people and in giving them the freedom to explore, discover and build good things, together.
The GE Appliances philosophy, backed by three simple commitments defines the way we work, invent, create, do business, and serve our communities: _we come together_ , _we always look for a better way_ , and _we create possibilities_ .
Interested in joining us on our journey?
The Finance Representative will play a key role in supporting the GE Appliances Air & Water Pro Solutions Stores by ensuring efficient order processing and maintaining financial accuracy. This position is responsible for assisting with inventory control, maintaining precise financial records, and supporting the resolution of discrepancies in the accounts receivable reconciliation process. The role ensures compliance with internal policies and procedures and reports directly to the Controller. This position is based at the GE Appliances office in Puerto Rico
**Position**
Finance Representative
**Location**
USA, Carolina, PR
**How You'll Create Possibilities**
**Essential results-based duties**
+ Provide guidance and support to Pro Solution Store Representatives in addressing any discrepancies and exceptions to ensure proper and timely processing of orders.
+ Lead review of daily log payments from Pro Solution Stores to ensure all stores have submitted timely.
+ Review Pro Solution Stores daily logs to confirm all receipts are properly recorded in Oracle to streamline monthly cash reconciliation.
+ Partner with Pro Solution Stopres to manage and support in Store inventory count process, including confirming adjustments have proper root cause analysis and have been made at system level.
+ Analyze Cash in Advance customer accounts to reconcile upon invoice issuance and support with other customer accounts as requested.
+ Support physical inventory count audit processes to ensure compliance with policies.
+ Support quarterly tracking of required documents to ensure validity of supplier/vendor data.
+ Assist all functional financial audit requests, both internal and external, while exemplifying both a strong sense of urgency and attention to detail in regard to all audit requests.
+ Utilize process improvement skills to simplify and improve accuracy and efficiency of overall monthly & quarterly closing, forecasting, and reporting rhythm activities.
+ Perform other tasks or special projects as assigned within the scope of Controllership/Finance.
**What You'll Bring to Our Team**
**Position Requirements**
**Minimum Qualifications:**
+ Bachelor's degree in accounting, finance, business administration, or a related field.
+ 3 years of relevant experience in finance, accounting, or a related field.
+ Proficiency using MS Office suite applications (Outlook, Excel, PowerPoint)
+ Ability to work under pressure meeting tight deadlines
+ Demonstrated ability to adapt effectively to changing routines, peak workloads, and shifting priorities.
+ Skilled in building strong relationships and communicating across all levels of the organization.
+ Speed, accuracy and efficiency crucial - data entry
+ Ability to manage multiple priorities
+ Excellent verbal and written communication skills
+ Strong organizational skills with a proven ability to manage tasks, time, and priorities effectively.
+ Proficient in inspection techniques and quality assurance practices
+ Fully Bilingual - English & Spanish
+ Proven analytical, negotiation, and influencing skills
+ Accountable and willing to take initiative
**Preferred Qualifications:**
+ Knowledge of US GAAP
+ Experience with Oracle Finance applications
**Working Conditions:**
+ Working conditions are normal for an office environment.
+ 15% travel to store locations
**Our Culture**
Our work is centered on our People and Culture as reflected in our Zero Distance philosophy and we recognize the importance of reaffirming our commitment to inclusion and diversity (I&D). This underscores our commitment to fostering an environment where every individual feels valued, connected, and empowered to contribute, while positioning our organization to adapt seamlessly to the evolving needs of our workforce and communities.
This reflects our dedication to creating solutions that: Empower colleagues by fostering an environment where all voices are heard, valued, and encouraged to contribute. Strengthen communities where we live and work. Reinforce a culture of belonging, purpose, and engagement. Reflect the diversity of the communities we serve through our workforce, products, and practices.
By further embedding Zero Distance into our People and Culture framework, we will continue to build a deeply connected organization. We are cultivating a culture of engagement, belonging, and connection, because while attracting new talent remains a priority, retention is a cornerstone of our strategy.
GE Appliances is a trust-based organization. It is important we offer our employees the flexibility they need to do their best work while balancing the needs of the business and individuals. When you join GE Appliances, you will have the opportunity to work with your leader to create a flexible work arrangement that balances the needs of the individual, team, and organization.
GE Appliances is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Appliances participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
_If you are an individual with a disability and need assistance or an accommodation to use our website or to apply, please send an e-mail_ _to *******************************_
$46k-74k yearly est. 32d ago
Junior Algorithmic Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Algorithmic Traders use their expert understanding of the financial markets and market microstructure to develop relative value arbitrage trading software and build and improve trading strategies. As a Junior Algorithmic Trader, you will have the opportunity to experience relative value arbitrage trading paired with innovative software. You will partner with Senior Traders to assist and learn all facets of automated trading. From researching and analyzing high-frequency tick data and trading performance, to building mathematical models and performing time series analysis, you will experience a deep dive into real-time trading and gain exposure to build your expertise. The ideal candidate is intellectually curious, technically analytical, and has the desire to learn and apply programming skills in a fast-paced environment (Python, C++).
Responsibilities
Work with Senior Algorithmic Traders to assist and learn all facets of automated trading
Develop expertise in market microstructure, tick data, and automated trading systems
Learn and master object-oriented programming languages (C++ and Python)
Build and maintain trading quantitative model tools and analytics
Develop, code, maintain and support production quality automated trading software and strategies
Improve strategies and trade execution by performing post trade analyses and developing prediction models
Requirements
Pursuing a Bachelor's, Master's, or Doctorate in a technical field, such as but not limited to STEM or Finance, with a graduation date between December 2025 and Spring 2026, or 1-2 years of pertinent industry experience
Required courses: Data structures, Probability, Statistic,s and Linear Algebra
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency and experience in object-oriented programming languages, C++, Python, and/or Java preferred
Proficiency and experience in Linux scripting are a plus
Demonstrated passion for markets, finance, and trading, such as, but not limited t,o personal trading, participation in trading competitions, attendance at firm discovery days, industry-related student groups or clubs, and/or prior internship experience preferred
Project or internship experience in data analysis, quantitative modeling, and/or machine learning
Passion for math and software applied to markets and trading
Strong understanding of computing, math, probability, statistics, and finance
Strong work ethic and willingness to do what it takes to get the job done
Excellent verbal and written communication skills
Ability to work within a team in a fast-paced environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to prepare for the interview process
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
$63k-103k yearly est. Auto-Apply 60d+ ago
Junior Quantitative Trader
Grupo Oricteropo Tropical
Personal banker job in Aguadilla, PR
Who We Are
Grupo Oricteropo Tropical (GO Tropical) is a Puerto Rican Act 20 company, established to provide services such as capital allocation, risk management, software development, and centralized management (“headquarters” for TransMarket Group) to its international affiliates and customers. We have the intensity and passion of a technology startup while maintaining our stability and storied history as a respected member of the global financial system for over 40 years.
Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. The impact we make with the work we do drives our humility, discipline, and pursuit of opportunity.
GO Tropical is excited to provide a unique employment opportunity with our rapidly growing team in Aguadilla, Puerto Rico. Our long-term employee training and development proves we value our people and want them to succeed at all levels in their careers. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise.
Description
Our Quantitative Traders are passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At Go Tropical, you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets.
As a Junior Trader, you will gain early exposure to real-time trading in order to develop situational awareness and a deep understanding of the market. In collaboration with Senior Traders and development through our formalized education program, you will have the scope to utilize risk management and strategic thinking skills to guide trades and explore new trading opportunities. The ideal candidate is intellectually curious, strives for continual improvement, has a disciplined appetite for risk, and is dedicated to mastering their market.
Responsibilities
Partner with Senior Traders to assist in and learn all facets of trading
Develop expertise in relative value market fundamentals, quantitative modeling, and risk management
Build and maintain quantitative model tools and analytics
Manage real-time execution of semi-automated trading system
Learn and analyze real-time trades
Research and improve upon trading strategies
Requirements
Bachelor's, Master's, or Doctorate degree in a technical or industry related field such as, but not limited to, mathematics, statistics or mathematical finance with a graduation date between December 2025 and Spring 2026
Required coursework: Differential Equations, Linear Algebra, Multivariable Calculus, Probability or Advanced Statistics
Minimum major GPA of 3.5/4 or equivalent scale
Proficiency in Python required and some experience with C++ and other computer programming languages preferred
Demonstrated passion for markets, finance, and trading such as, but not limited to personal trading, participation in trading competitions, attendance at firm discover days, industry related student groups or clubs and/or prior internship experience preferred
Deep understanding of finance, math, and statistics
Attention to detail and the ability to make sound judgments under pressure
Strong work ethic and willingness to do what it takes to get the job done
Ability to work in a fast paced and collaborative environment
This position requires physical presence and is onsite at our office in Aguadilla, PR
View our resources to help prepare for the interview process.
Benefits
We offer one of the most generous profit-sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our employees and their families.
Grupo Oricteropo Tropical (GO Tropical) is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.