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Investment Associate Jobs in Bayamon, PR (NOW HIRING)

Oriental Bank

Associate, Sales & Services

San Juan, PR · On-site

$14.75 - $19.50/hr

The Associate, Sales & Services (Branches), provides an excellent customer service experience while ... investment, mortgage, commercial, among others. Assists clients with questions and requests ...

Carter's, Inc.

Sales Associate

Canovanas, PR · On-site

$12 - $16.25/hr

As a Sales Associate, you will be the first face of the brand for growing families. You'll ... We've kept our close-knit culture since our founding, and we invest in our teams with training and ...

Carter's

Sales Associate

Canovanas, PR · On-site

$12 - $16.25/hr

As a Sales Associate, you will be the first face of the brand for growing families. You'll ... We've kept our close-knit culture since our founding, and we invest in our teams with training and ...

WPP Media

Associate Account Director

San Juan, PR · On-site

... investment is working. For more information, visit wppmedia.com. Role Summary and Impact The ... Associate Director is responsible for developing and leading innovative, cost-effective ...

Bath & Body Works

District Sales Leader

San Juan, PR

$106K - $152K/yr

When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Bayamon, PR

Investment Associate information

See Bayamon, PR salary details

$19.8K

$87.4K

$192.3K

How much do investment associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment associate in Bayamon, PR is $87,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $105,800.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Bayamon, PR as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $87,439 per year, or $42 per hour.

Associate, Sales & Services

Oriental Financial Services LLC

San Juan, PR • On-site

$14.75 - $19.50/hr

Full-time

Re-posted 29 days ago

Job description

The Associate, Sales & Services (Branches), provides an excellent customer service experience while identifying client financial needs in order to present alternatives. Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among others. Assists clients with questions and requests targeted to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new and existing customers. Position works on-site based in San Juan PR Condado Branch.
MAJOR DUTIES & RESPONSIBILITIES:
  • Deliver proactive and dynamic customer service. Demonstrates a positive and helpful attitude toward customers (internal and external).
  • Receives bank visitors, provides information, and directs them to appropriate staff as necessary.
  • Responds to customer inquiries and requests regarding our products and services. Provide solutions on accounts disputes and other service activities. Take ownership of every customer issue to solve it and ensure customer satisfaction.
  • Listens to the customer's needs and matches those needs to the bank's products and services resulting in new products and/or referrals to strengthen the relationship.
  • Generates new accounts, loans and other products as defined and instructed to assist in meeting customers' needs and branch profitability goals.
  • Cross sells bank products and services.
  • Receives customers' transactions and process in system, complying with bank instructions, policies, and regulations.
  • Ensure compliance with the bank policy and regulations in every account or transaction performed.
  • Other duties may be assigned.

EDUCATION AND EXPERIENCE:
  • Bachelor's degree in Business Administration or related fields required.
  • Two (2) years of retail/sales experience required. Experience in financial services or related work highly desirable.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Excellent consulting, sales, and interpersonal skills.
  • Fully bilingual - English and Spanish (verbal and written) required.
  • Candidates must be highly analytical, proactive problem solving, organized, detail oriented and able to multitask observing the defined quality standards.
  • Demonstrated assertiveness in oral and written communications with internal and external stakeholders.
  • Proficiency in MS Office (Word, Excel, Outlook) and other business applications required.
  • Availability and flexibility to adhere to branch schedule and operations.

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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