We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ... The position works closely with the finance, legal, compliance, and fund administration teams and ...
We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ... The position works closely with the finance, legal, compliance, and fund administration teams and ...
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
The Associate, Sales & Services provides an excellent customer service experience while identifying ... Assists clients with questions related to financial services. Continuously focused on developing ...
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
The Associate, Sales & Services provides an excellent customer service experience while identifying ... Assists clients with questions related to financial services. Continuously focused on developing ...
Associate, Retail Channels (Bilingual Teller)
Bayamon, PR · On-site
$13 - $16.25/hr
The Associate, Retail Channels (Bilingual Teller) provides extraordinary, friendly and dynamic ... Understanding of banking or financial products and services preferred. * Detail oriented and able ...
Associate, Retail Channels (Bilingual Teller)
Bayamon, PR · On-site
$13 - $16.25/hr
The Associate, Retail Channels (Bilingual Teller) provides extraordinary, friendly and dynamic ... Understanding of banking or financial products and services preferred. * Detail oriented and able ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Temporary Sales Associate - Part-Time
Canovanas, PR · On-site
$12 - $16.25/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Canovanas, PR · On-site
$12 - $16.25/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Barceloneta, PR · On-site
$11.75 - $16/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Barceloneta, PR · On-site
$11.75 - $16/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Canovanas, PR · On-site
$12 - $16.25/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Canovanas, PR · On-site
$12 - $16.25/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Barceloneta, PR · On-site
$11.75 - $16/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
Temporary Sales Associate - Part-Time
Barceloneta, PR · On-site
$11.75 - $16/hr
We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
Associate, Sales and Mortgage Expert (SAME)
San Juan, PR · On-site
$13.75 - $18.75/hr
The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and ... Informs to prospective loan clients of the financial institution's underwriting guidelines and ...
Associate, Sales and Mortgage Expert (SAME)
San Juan, PR · On-site
$13.75 - $18.75/hr
The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and ... Informs to prospective loan clients of the financial institution's underwriting guidelines and ...
Associate, Sales and Mortgage Expert (SAME)
Bayamon, PR · On-site
$12.50 - $17/hr
The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and ... Informs to prospective loan clients of the financial institution's underwriting guidelines and ...
Associate, Sales and Mortgage Expert (SAME)
Bayamon, PR · On-site
$12.50 - $17/hr
The Associate, Sales and Mortgage Expert (SAME) provides a superior customer experience to new and ... Informs to prospective loan clients of the financial institution's underwriting guidelines and ...
PR · On-site
$14.75 - $17/hr
My Wireless Retail Sales Associate My Wireless / Authorized AT&T Retailer My Wireless, an AT&T ... As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ...
PR · On-site
$14.75 - $17/hr
My Wireless Retail Sales Associate My Wireless / Authorized AT&T Retailer My Wireless, an AT&T ... As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ...
Part Time Retail Sales Associate
San Juan, PR · On-site
$14.75 - $17/hr
My Wireless Retail Sales Associate My Wireless / Authorized AT&T Retailer My Wireless, an AT&T ... As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ...
Part Time Retail Sales Associate
San Juan, PR · On-site
$14.75 - $17/hr
My Wireless Retail Sales Associate My Wireless / Authorized AT&T Retailer My Wireless, an AT&T ... As you learn and succeed, you'll be eligible for new opportunities and financial rewards. Every day ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
PR · On-site
$9/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...
Finance Associate information
What is a finance associate?
A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.
What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?
What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?
What do you do as a finance associate?
What is the best entry-level finance associate job?
What are the most commonly searched types of Finance jobs in Puerto Rico?
The most popular types of Finance jobs in Puerto Rico are:
What job categories do people searching Finance Associate jobs in Puerto Rico look for?
The top searched job categories for Finance Associate jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Finance Associate jobs?
Cities in Puerto Rico with the most Finance Associate job openings:

Full-time
Re-posted 27 days ago
Key responsibilities
Process and review subscription and redemption documents for accuracy and completeness across all fund vehicles
Manage and verify wire instructions for capital activity, ensuring proper controls and documentation standards are met
Maintain and update the firm's CRM with investor account information, capital activity records, and documentation status
Job description
We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an operationally focused role responsible for processing and managing the full lifecycle of capital activity and investor documentation. The position works closely with the finance, legal, compliance, and fund administration teams and does not involve direct investor-facing or business development responsibilities. This role requires presence at least three days a week in our San Juan office.
Qualifications
- 2 to 5 years of experience in fund operations, investor relations operations, or a related back-office role within the financial services industry
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Direct experience processing subscription and redemption documents, wire instructions, and capital activity in a hedge fund, venture fund, or alternative investment environment
- Strong proficiency with Microsoft Office (Excel, Word, Outlook); experience with Salesforce or similar CRM a plus
- Exceptional attention to detail and commitment to accuracy in handling financial documentation
- Ability to manage multiple time-sensitive tasks simultaneously with limited oversight
- Familiarity with fund administration workflows and AML/KYC documentation requirements preferred
- Interest in or knowledge of blockchain and cryptocurrency a plus
Responsibilities
- Process and review subscription and redemption documents for accuracy and completeness across all fund vehicles
- Manage and verify wire instructions for capital activity, ensuring proper controls and documentation standards are met
- Coordinate with fund administrators to facilitate timely settlement of subscriptions, redemptions, and transfers
- Maintain and update the firm's CRM with investor account information, capital activity records, and documentation status
- Track and manage investor onboarding documentation including KYC/AML materials, legal entity documents, and account opening forms
- Liaise with legal, compliance, and finance teams to ensure all capital activity is properly reviewed and approved prior to processing
- Monitor open items and outstanding documentation requests, following up internally as needed to keep workflows on track
- Support audit and regulatory requests by organizing and retrieving investor documentation as required
- Contribute to ongoing improvements in IR operations procedures, controls, and workflow efficiency
- Maintain strict confidentiality in handling investor data and financial information
About PANTERA CAPITAL
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
San Francisco, CA, US
Year founded
2003