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Investment Professional Jobs in Puerto Rico (NOW HIRING)

Invest Puerto Rico

PR · On-site

About Invest Puerto Rico Invest Puerto Rico (IPR) is a non-profit organization created by law with ... professional growth. Our team is comprised of people with diverse backgrounds in the public ...

General Investment LLC

PR · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Respond to tenant or occupant requests in a timely and professional manner. * Coordinate logistics for inspections and building-related activities. * Monitor inventory of maintenance supplies and ...

General Investment LLC

PR · On-site

$26K - $28K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Maintain a professional and ethical approach while performing security assessments. Qualifications: * Bachelor's degree in cybersecurity, information technology, computer science, or a related field.

Deloitte

Tax Manager - Real Estate

San Juan, PR

$108K - $142K/yr

Are you a strategic and creative federal tax professional who likes solving complex federal tax ... As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal ...

Deca Analytics

Fund Accountant

San Juan, PR · On-site

$55K - $65K/yr

Schedule of Investments * Partners' Capital Rollforward * Narrative portfolio performance reports Audit & Tax Coordination * Act as primary liaison to auditors and tax professionals. * Deliver TBs ...

Deca Analytics

Fund Accountant

San Juan, PR · On-site

$55K - $65K/yr

Schedule of Investments * Partners' Capital Rollforward * Narrative portfolio performance reports Audit & Tax Coordination * Act as primary liaison to auditors and tax professionals. * Deliver TBs ...

Deca Analytics

Fund Accountant

San Juan, PR · On-site

$35K - $45K/yr

Schedule of Investments * Partners' Capital Rollforward * Narrative portfolio performance reports Audit & Tax Coordination * Act as primary liaison to auditors and tax professionals. * Deliver TBs ...

Deca Analytics

Fund Accountant

San Juan, PR · On-site

$35K - $45K/yr

Schedule of Investments * Partners' Capital Rollforward * Narrative portfolio performance reports Audit & Tax Coordination * Act as primary liaison to auditors and tax professionals. * Deliver TBs ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Professional certification such as CFA or CPA. * Experience with financial software and tools, such as Excel, QuickBooks, or SAP. * Prior experience in investment banking is prioritized. Ideal ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Professional certification such as CFA or CPA. * Experience with financial software and tools, such as Excel, QuickBooks, or SAP. * Prior experience in investment banking is prioritized. Ideal ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

This is an ideal opportunity for recent graduates or early-career professionals interested in ... Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ...

Deca Analytics

Junior Financial Associate

San Juan, PR · On-site

This is an ideal opportunity for recent graduates or early-career professionals interested in ... Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ...

AES

Outage & Material Planner

San Juan, PR

Creation of work orders for capital investments and requirements for services or parts, in ... Professional Engineer (PE) License or equivalent professional certification * OSHA Certification.

ICBD

Board Certified Behavior Analyst / BCBA

San Juan, PR · On-site

$85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investors * Mentorship & Leadership Access - Collaborate with experienced BCBAs and leaders dedicated to your success and professional development * Special Interest Groups - Connect with peers to ...

Deloitte

Tax Manager - Private Wealth

San Juan, PR

$108K - $142K/yr

... investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... Tax professionals to co-locate in person 2 - 3 days per week * Bachelor's degree in accounting ...

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Investment Professional information

What is an investment professional?

Investment professionals are individuals who manage, analyze, or advise on financial assets, such as stocks, bonds, or real estate, to help clients or organizations achieve their financial goals. They may work as portfolio managers, financial analysts, investment bankers, or advisors. Their responsibilities often include researching market trends, assessing risk, and creating investment strategies. Investment professionals can work for banks, investment firms, or independently, and they typically require strong analytical skills and knowledge of financial markets.

What are the key skills and qualifications needed to thrive as an investment professional?

To thrive as an Investment Professional, you need strong analytical abilities, financial modeling expertise, and a deep understanding of markets, typically supported by a finance or economics degree and often a CFA designation. Proficiency with tools like Bloomberg Terminal, Excel, and portfolio management systems is essential for data analysis and decision-making. Outstanding communication, critical thinking, and interpersonal skills help you build client trust and collaborate effectively with colleagues. These skills are crucial for making informed investment decisions, managing risk, and delivering value to clients in a competitive financial environment.

What are some common challenges faced by investment professionals when managing client portfolios?

Investment Professionals often navigate challenges such as balancing clients’ risk tolerance with their desired returns, adapting to changing market conditions, and staying compliant with regulatory requirements. They must also communicate complex financial concepts in an understandable way to clients and regularly monitor and adjust portfolios to align with shifting market trends and client goals. Effective collaboration with research analysts, compliance teams, and client relationship managers is key to providing optimal investment outcomes.

What is the difference between Investment Professional vs Financial Analyst?

AspectInvestment ProfessionalFinancial Analyst
Required CredentialsCertifications like CFA, Series 7, Series 63Often CFA, CPA, or related finance degrees
Work EnvironmentAsset management firms, investment banks, hedge fundsCorporations, banks, consulting firms
Employer & Industry UsageInvestment firms, wealth managementCorporate finance, banking, consulting
Common Search & ComparisonYesYes

Investment Professionals focus on managing investments, analyzing markets, and making asset allocation decisions, often working in asset management or investment firms. Financial Analysts typically evaluate financial data, prepare reports, and support decision-making within corporations or banks. While both roles require strong financial skills and certifications like the CFA, their work environments and primary responsibilities differ, making this comparison useful for job seekers and industry understanding.

What are the most commonly searched types of Investment jobs in Puerto Rico?

The most popular types of Investment jobs in Puerto Rico are:

What are popular job titles related to Investment Professional jobs in Puerto Rico?

For Investment Professional jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Investment Professional jobs in Puerto Rico look for?

The top searched job categories for Investment Professional jobs in Puerto Rico are:

Investment Professional jobs near you

CRM Administrator

Invest Puerto Rico

PR • On-site

Full-time

Re-posted 25 days ago

Job description

About Invest Puerto Rico

Invest Puerto Rico (IPR) is a non-profit organization created by law with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island.


IPR aims to attract new jobs and investment in the near-term and fundamentally shift the competitive position and economic trajectory of Puerto Rico over time. Our culture is highly entrepreneurial and values creativity, problem-solving, initiative, intellect, and work ethic. People who do well at IPR tend to embrace complexity, espouse a global view, understand the importance of relationships, and possess a results-based orientation. IPR prides itself on its welcoming and energetic environment that encourages collaboration, innovation, and professional growth. Our team is comprised of people with diverse backgrounds in the public, private, and nonprofit sectors coming together to accelerate economic development in Puerto Rico.


Overview

The CRM Administrator is the technical steward and operational owner of Invest Puerto Rico’s CRM platform, which functions as the organization’s institutional intelligence system supporting the full investment attraction lifecycle. This role is responsible for maintaining the health, structure, and integrity of the CRM, ensuring it reliably supports both Business Development and Marketing needs while remaining neutral, governed, and aligned with organizational priorities.
The CRM Administrator does not set business strategy or interpret data for decision-making. Instead, the role ensures that accurate, timely, and well-structured data and reports are available so BD and Marketing leaders can execute outreach, manage pipelines, and drive investment outcomes effectively.

Key Responsibilities

CRM System Administration

  • Serve as the system owner and technical steward of the CRM platform, Salesforce, ensuring stability, usability, and alignment with organizational workflows.
  • Administer system configurations, user roles, permissions, integrations, and enhancements.
  • Manage data imports from events, campaigns, external partners, and third-party platforms.
  • Monitor CRM health through regular audits, duplicate management, validation checks, and data clean-up.
  • Act as the primary point of contact for CRM vendors and external technical partners.
  • Document system changes, configurations, and data standards to ensure continuity and scalability.

Data Quality & Governance

  • Establish and enforce CRM data governance standards that ensure accuracy, consistency, security, and long-term usability.
  • Define and maintain data entry protocols in coordination with Business Development and Marketing stakeholders.
  • Safeguard data integrity while balancing the operational needs of multiple teams.
  • Provide training materials and user guidance to promote consistent CRM adoption and best practices.

Reporting & Dashboards

  • Build and maintain dashboards and standard reports that provide visibility into pipeline activity, lead flow, engagement levels, and campaign tracking.
  • Pull data and generate reports for leadership, BD, and Marketing teams upon request.
  • Ensure reports reflect agreed-upon definitions and data structures.
  • Provide data views and outputs without interpreting results or making strategic recommendations.

Cross-Functional Enablement

  • Support Business Development by ensuring the CRM accurately tracks investor relationships, opportunities, pipeline stages, and engagement history.
  • Support Marketing by ensuring lead capture, segmentation, campaign activity, and event follow-up are properly structured and visible in the CRM.
  • Facilitate alignment between BD and Marketing by ensuring both functions operate from a shared, consistent data environment.
  • Participate in CRM governance discussions and implement approved changes in a neutral, technically sound manner.

Compliance & Continuous Improvement

  • Ensure compliance with applicable data protection and privacy regulations
  • Maintain audit trails and manage system access controls.
  • Identify opportunities to automate workflows and improve operational efficiency without compromising data integrity.
  • Stay current on CRM platform enhancements, best practices, and emerging tools relevant to investment attraction organizations.

Additional Responsibilities

  • Perform other duties as assigned by the Chief Marketing Officer, Chief Business Development Officer and/or C-Suite executive in support of Invest Puerto Rico’s mission and mandate.

Required Qualifications

  • Bachelor's degree in Data Analytics, Statistics, Economics, Business Administration, Computer Science, Information Systems, or a related field.
  • 3-5 years of experience in data analysis, business intelligence, or reporting roles.
  • Advanced proficiency in Power BI and Tableau with demonstrated ability to create sophisticated dashboards and visualizations.
  • Strong expertise in Excel including pivot tables, advanced formulas, and data modeling.
  • Experience with SQL or other database query languages for data extraction and manipulation.
  • Proven track record of managing multiple projects with competing deadlines in a fast-paced environment.
  • Exceptional attention to detail and commitment to data accuracy.
  • Bilingual proficiency in English and Spanish.
  • Strong written and verbal communication skills with experience and ability to present technical information to leadership-level audiences.

Preferred Qualifications

  • Experience in economic development, investment promotion, or related public/private sector roles.
  • Familiarity with CRM platforms (Salesforce, HubSpot, or similar).
  • Knowledge of statistical analysis tools (R, Python, SPSS).
  • Understanding of Puerto Rico's business environment, Act 60 incentives, and economic development landscape.
  • Experience working with government reporting requirements and transparency standards.


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