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Wealth Management Internship Jobs in Puerto Rico

Wealth Management Internship information

What is a wealth management internship?

A Wealth Management Internship provides hands-on experience in financial planning, investment strategies, and client relationship management. Interns typically assist advisors with research, portfolio analysis, and administrative tasks while gaining insight into the industry. This role helps develop analytical, communication, and problem-solving skills crucial for a career in finance.

What types of projects or tasks can I expect to work on during a wealth management internship?

As a Wealth Management Intern, you'll typically assist with market research, portfolio analysis, creating client presentations, and supporting the administrative aspects of client accounts. You might also shadow experienced advisors during client meetings and help prepare financial plans or investment proposals. The role offers frequent opportunities to collaborate with teams across investment research, client service, and operations, providing a comprehensive view of how wealth management functions. These experiences are designed to help you develop practical industry skills and grow your professional network for potential future roles.

What are the key skills and qualifications needed to thrive in a wealth management internship, and why are they important?

To thrive as a Wealth Management Intern, you need strong analytical skills, attention to detail, basic finance or economics coursework, and familiarity with investment principles. Proficiency in Microsoft Excel, financial modeling tools, and exposure to CRM systems like Salesforce are often expected. Effective communication, discretion, and a proactive attitude help interns succeed in client interactions and team collaboration. These skills are crucial for supporting advisors, conducting research, and building a foundation for a career in wealth management.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Applicants with prior finance knowledge, certifications like the CFA Level I, or experience in customer service may have an advantage, and internships typically seek motivated candidates willing to learn and work in a fast-paced environment.

What do you do as a wealth management internship?

A wealth management internship involves supporting financial advisors by conducting research, preparing client reports, and assisting with investment strategies. Interns gain experience in financial planning, client communication, and using tools like CRM systems and financial software. The role provides practical exposure to the wealth management industry and may require strong analytical and interpersonal skills.

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

The most popular types of Wealth Management jobs in Puerto Rico are:

What job categories do people searching Wealth Management Internship jobs in Puerto Rico look for?

The top searched job categories for Wealth Management Internship jobs in Puerto Rico are:

Infographic showing various Wealth Management Internship job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Analyst, US Loans (Commercial Underwriting & Portfolio Management)

Oriental Bank

San Juan, PR • On-site

$80 - $100/hr

Other

Posted 7 days ago


Job description

OFG Bancorp is a mid-cap, publicly traded, diversified modern financial services holding company with operations spanning Banking, Wealth Management, and Treasury. Our U.S. Banking division encompasses the US Loan Program, a direct and syndicated lending platform that engages with commercial and investment banks across the U.S. and across distinctive industries, focusing on stateside Middle-Market companies, Fund/Lending platforms and Renewable Energy. At OFG, we make possible the progress of our customers, employees, shareholders, and the communities we serve. Our U.S. Banking Team is committed to this mission ensuring both customers and partners thrive in this modern world, with a culture built on the foundation of our shared purpose, our focus on innovation, and our character. We believe that with teamwork, trust and personality, we can build lasting relationships, delivering true and lasting value.

JOB OVERVIEW:

OFG’s US Banking Commercial Loan Program is currently recruiting an Analyst to join their team in the San Juan, PR and Charlotte, NC offices. As a member of the team, the Analyst will play a critical role in growing the US business by assisting in the underwriting of new commercial loan originations across various industries and portfolio management efforts of existing credit relationships. Position works hybrid and reports to San Juan, PR.

MAIN DUTIES AND RESPONSIBILITIES:
  • Provide analytical support in the preparation of new credit underwritings, loan modifications, and periodic credit reviews.
  • This includes core functions such as: Performing all required financial spreads.
  • Building financial models used for valuation and forecast.
  • Assessing and evaluating the credit risk of a prospective or existing borrower flagging early warning signals.
  • Uploading all necessary documentation for credit underwriting and approval.
  • Work alongside the Portfolio Leads and Portfolio Manager in the preparation of regular portfolio reports, industry research, and other strategic initiatives.
  • Stay abreast of news and events that affect the different industries/sectors covered within the US Loans portfolio.
  • Develop and maintain strong relationships with business partners, internal and external stakeholders.
  • Collaborate with the USLP Management Team including its Credit Risk Unit to manage optimal workflow, assist in identifying process breakdowns, and develop internal enhancements.
  • Be responsible for completing annual training programs.
  • Other duties may be assigned.
MINIMUM REQUIREMENTS:
  • Bachelor’s degree in Finance/Accounting, Economics, or business related degree required.
  • MBA preferred.
  • One (1)+ years of experience in commercial credit analysis/portfolio management required.
  • Minimum experience requirement can be substituted with the equivalent combination of education, training, and experience.
  • Knowledge of capital markets and commercial/corporate product offerings, including syndicated/leveraged lending desired.
  • Strong skills in quantitative analysis, financial modeling, and credit analysis required.
  • Excellent oral & written communication skills in English, being able to communicate at all organizational levels.
  • Proficiency in Spanish would be a plus.
  • Ability to work on demanding tasks independently, effectively manage deadlines, and have excellent prioritizing skills.
  • Expertise in computer skills, including but not limited to the Microsoft Office suite required.
  • Moody’s Credit Lens, and other financial software tools such as Pitchbook and S&P Capital IQ strongly preferred.
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) Recruitment Privacy Statement Compliance Posters #LI-Hybrid

This may be the opportunity to change your life and take your career to the next level. Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to: Compliance_Posters / Labor Laws Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel. Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables: Afiches de Cumplimiento/ Leyes Laborales Política de Privacidad de Reclutamiento

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