Business Analyst
Location: California, US (Remote)
About Us
Popular is Puerto Rico’s leading financial institution, evolving since its founding over a century ago. From a small bank, it has grown into a large corporation offering a wide variety of financial services and solutions to customers in the United States, the Caribbean, and Latin America. We are dedicated to helping customers achieve their dreams by providing financial solutions at every stage of their lives. Our extensive trajectory demonstrates resilience, innovation, and a strong commitment to supporting the communities we serve. Popular’s employees are considered essential workers, playing a critical role in maintaining continuity of financial services, even during emergencies or natural disasters.
Responsibilities
- Sales Reporting: Support management, business lines, and back-office functions by developing and distributing sales reporting, including:
- Weekly/Monthly Production
- Performance vs. Goal
- Trends
- Relationship Management:
- Assist with the validation of sales performance and relationship management data presented in Salesforce CRM.
- Assist with maintenance of the sales org hierarchy to account for terminations, new hires, promotions, and transfers.
- Review and process requests to reassign customer portfolios.
- Incentive Compensation:
- Field questions, concerns, and exception requests for retail and commercial incentive compensation scorecards.
- Assist with certain aspects of the overall administration of the plans.
- Marketing Effectiveness:
- Maintain a general awareness and understanding of marketing strategies and campaigns.
- Partner with fellow customer and product analysts to quantify how marketing activities impact sales.
Requirements
- At least five years of relevant work experience as an analyst or similar role, preferably in financial services.
- Excellent communication skills with a proven ability to work independently with minimal supervision.
- Proficiency with Microsoft Office applications, including Excel.
- Authorization to work for any employer in the United States (visa sponsorship is not available for this position).
Pay
Base salary for this position located in California generally ranges between $100,000.00 and $120,000.00 annually, depending on business need, qualifications, and experience. Base salary does not include incentive compensation, commission, or other types of remuneration or benefits.
Benefits
Popular offers a well-rounded benefits package for regular full-time and part-time employees, including:
- A comprehensive health plan.
- Flexible time off options.
- Savings and investment plans.
Seasonal/temporary employees are not eligible for these benefits. Certain positions may qualify for a hybrid work model benefit, subject to organizational needs.