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Investment Associate Jobs in Bayamon, PR (NOW HIRING)

Oriental Bank

Associate, Sales & Services

Guaynabo, PR

$15 - $20/hr

The Associate, Sales & Services provides an excellent customer service experience while identifying ... Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial ...

Oriental Bank

Associate, Sales & Services

San Juan, PR

$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 ...

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

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Bath & Body Works

District Sales Leader

San Juan, PR · On-site

$106K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Sephora

Operations Associate - Part Time

Bayamon, PR · On-site

$16.60 - $19.30/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Bayamon, PR · On-site

$16.60 - $19.30/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Flex

San Juan, PR · On-site

$16.60 - $19.30/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

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Showing results 21-40

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 Aug 16, 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 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 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.

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 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.
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, 69% Full Time, 25% Part Time, 3% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,439 per year, or $42 per hour.

Associate, Sales & Services

Oriental Bank

Guaynabo, PR

$15 - $20/hr

Full-time

Posted 17 days ago

Job description

The Associate, Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial, auto among others. Assists clients with questions related to financial services. Continuously focused on developing new business relationships, while retaining and expanding existing relationships with new financial services. Position works on-site based in Guaynabo PR.

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 experience in a financial services company 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.

  • Outstanding communication skills both in English and Spanish (written and verbal) required.

  • Proficient in MS Office required.

  • Knowledge of the Banking Industry products, services, processes, and regulations preferred.

  • 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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