Financial Analyst

Job Type

General Description

Popular, Inc. is seeking a Financial / Corporate Development Analyst to support M&A, venture capital, inorganic growth initiatives, and financial validation of organic growth projects. The Analyst will report to a Senior Manager and work with the Acquisitions and Corporate Investments Division Manager, with exposure to CEO, CFO, and other key corporate executives in the full M&A cycle, including identification of opportunities, financial analysis, valuation, due diligence, negotiation, execution, and integration, as well as project management responsibilities. The Analyst will also support venture capital investments through the Popular Impact Fund, including execution of fund investments processes, such as sourcing, screening, due diligence, valuation, transaction execution, portfolio monitoring and fund administration activities.

Essential Duties and Responsibilities

M&A – Corporate Development

• Identify and evaluate markets, sectors, and businesses aligned with Popular’s growth strategy.
• Build financial models for M&A transactions and VC investments (transaction value, synergies and return on investment, risk-adjusted NPV, comparable transactions, market multiples) using Excel and advanced analytics tools.
• Review legal transaction documents (SPA, APA, term sheets, SAFEs, subscription agreements), as required on a deal-by-deal basis.
• Lead project management across M&A transaction workstreams, covering execution and post-closing integration.

Popular Impact Fund

• Manage the end-to-end investment process for the Popular Impact Fund — from opportunity sourcing and screening through due diligence coordination across commercial, financial, legal, and technical workstreams, investment memo preparation, transaction document review, negotiation and closing.
• Prepare and present materials for investment committee reviews and Board of Managers (BoM) meetings.
• Monitor portfolio company performance by collecting and analyzing financials, tracking KPIs, and flagging potential valuation or impairment triggers
• Produce quarterly and annual fund reports covering schedule of investments, performance metrics (IRR, MOIC), capital deployment, and regulatory disclosures (SOX, FR Y-10).
• Administer fund operations, including transaction documentation, disbursement coordination, and investment record-keeping in compliance with internal controls and audit requirements.

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Education

Experience

 At least three years of experience in: 

•  Managing and analyzing financial information is required. 
•  Working with financial institutions preferred, but not required.
• Investment banking, mergers and acquisitions, strategic planning, corporate development, private equity, or venture capital preferred, but not required.

Other Qualifications

• Knowledge and skill in the analysis and interpretation of business financial information.
• Excellent quantitative analysis skills.
• Ability to build financial projections, present findings, and make recommendations.
• Ability to evaluate economic indicators and the cost / benefits of financial transactions.
• High level of organization to establish priorities, work with multiple tasks simultaneously and meet deadlines.
• Initiative and judgment to make decisions within the framework of authority granted.
• Ability to work under pressure and minimum supervision.
• Excellent interpersonal and teamwork skills.
• Advanced communication skills in English and Spanish, both oral and written.
• Presentation skills before groups and individuals.
• Advanced knowledge in Microsoft Office (Excel, Word, PowerPoint).
• Skill to work with different financial information systems.
• Flexibility to travel in and out of Puerto Rico.

Values

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States.  This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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