{"id":4033854,"url":"https://alion.io/job/popular-specialized-supervisor","title":"Specialized Supervisor","company":{"id":2750784,"name":"Popular","domain":"popular.com","url":"https://alion.io/company/popular-com","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Juan, Puerto Rico"],"countries":["PR"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-11-10T19:31:33Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-11T06:46:31Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Job Type\nFull Time - Exempt\nGeneral Description\nThe Specialized Supervisor leads the day-to-day operations and financial management activities of Popular Asset Management, LLC, a SEC-registered investment adviser with approximately $4 billion in assets under management. The position supports separately managed accounts and registered investment companies and is accountable for the effective, accurate, timely, controlled, and scalable execution of PAM’s operating model.\nReporting to the Subsidiary President, the position is formally designated within PAM’s supervisory structure and serves as the first line of defense for assigned operational activities. The role supervises a team of two Business Operations Officers and one Senior Financial Analyst, oversees financial-management activities associated with approximately $10 million in annual revenues and $5 million in annual expenses, and exercises independent judgment within delegated authority.\nThe position identifies and resolves complex operational and financial matters, assesses related client, control, and regulatory implications, and coordinates solutions across Operations, Finance, Compliance, Legal, Technology, portfolio management, custodians, and other service providers.\nEssential Duties and Responsibilities\nOperational leadership and service execution. Lead PAM’s day-to-day business operations and service execution across financial management, reporting, account administration, and administrative support. Establish priorities, allocate resources, monitor deliverables, resolve bottlenecks, and reprioritize work in response to client-impacting matters, regulatory deadlines, operational incidents, and changing business needs.\nFinancial planning and management reporting. Lead PAM’s annual budget, forecasts, and periodic financial reviews. Evaluate revenue assumptions, fee arrangements, staffing needs, legal and professional-service costs, technology investments, and operating expenses. Provide the Subsidiary President with actionable analysis and recommendations regarding financial performance, expense discipline, resource allocation, and material variances.\nRevenue, billing, and financial controls. Oversee billing, invoices, receivables, fee validation, reconciliations, expense review, and related financial controls. Approve matters within delegated authority, investigate exceptions, monitor aged receivables, and implement improvements designed to reduce errors, delayed collections, reporting inconsistencies, and operational risk.\nOperational supervision and first-line risk management. Supervise assigned operational activities and compliance requirements in accordance with PAM’s policies, procedures, supervisory structure, and applicable requirements. Monitor assigned operational and compliance-related controls, exceptions, and supervisory evidence as a first-line business owner. Conduct initial fact gathering and operational impact assessments, coordinate remediation, and escalate matters requiring compliance or legal interpretation to Compliance or Legal.\nAudit, examination, and regulatory support. Lead the operational coordination and support for regulatory examinations, internal and external audits, compliance testing, tax-related requests, management certifications, and regulatory reporting. Coordinate evidence gathering, validate operational support, assign responsible owners, track open items, and monitor corrective actions through closure.\nProcess improvement and control design. Identify complex operational and financial issues, determine root causes, evaluate alternatives, and implement sustainable solutions. Develop and refine procedures, control matrices, monitoring routines, escalation protocols, and management reports to address evolving business needs, new technologies, audit findings, regulatory expectations, and emerging risks.\nTechnology, data, vendors, and operational resilience. Oversee the business use of accounting, billing, portfolio-management, reporting, custody, and market-data systems. Serve as business owner, administrator, or liaison for assigned applications and service providers. Coordinate implementations, testing, upgrades, issue resolution, data validation, access reviews, vendor oversight, business-continuity planning, and documentation of critical dependencies. Recommend automation and control enhancements that improve accuracy, efficiency, resilience, service quality, and scalability.\n.\nCross-functional business support. Evaluate operational, financial, compliance, technology, control, cost, and client considerations when supporting new products, client-contract renewals, system changes, workflow automation, vendor arrangements, and resource decisions. Coordinate with relevant stakeholders and present well-supported recommendations to the Subsidiary President.\nPolicies, procedures, and governance reporting. Maintain accurate procedures, control matrices, management reports, performance indicators, escalation protocols, and supervisory evidence for assigned functions. Provide clear and timely reporting to the Subsidiary President and other governance stakeholders regarding financial performance, key risks, operational incidents, remediation status, and emerging needs.\nSupervisory Responsibilities\nDirectly supervises two Business Operations Officers and one Senior Financial Analyst. Establishes performance expectations, assigns and prioritizes work, reviews deliverables, provides coaching and feedback, completes performance evaluations, and develops individual development and succession plans.\nParticipates in the recruitment and selection of employees and makes recommendations regarding hiring, development, recognition, promotion, compensation, staffing, and disciplinary action, in accordance with company policies and in coordination with Human Resources and the Subsidiary President.\nMaintains appropriate segregation of duties, supervisory evidence, cross-training, and backup coverage for critical functions. Promotes accountability, continuous improvement, professional development, and ownership of operational and compliance responsibilities within the team.\nEducation\nBachelor’s degree in Accounting, Finance, Business Administration, or a related field from an accredited institution.\nFINRA Series 65 license is required, or must be obtained within three (3) months of assuming the role.\nCPA, MBA, CFA, or other professional designations are preferred.\nExperience\nMinimum of five (5) years of progressively responsible experience in investment-management operations, audit, operational risk, asset-management finance, fund administration, accounting, or comparable financial-services functions.\nMinimum of two (2) years of formal supervisory, team-lead, or significant workstream-leadership experience.\nDemonstrated experience with financial controls, reconciliations, billing, audit or examination support, and cross-functional issue resolution.\nAdditional Requirements\nFull professional proficiency in English and Spanish, including the ability to prepare and review executive, financial, operational, and regulatory communications in both languages.\nRequired: Advanced Excel and experience with financial, accounting, portfolio-management, billing, or custody platforms.\nPreferred: Power BI, Bloomberg, Clearwater, or the specific platforms used by PAM.\nStrong knowledge of investment-adviser operations, financial controls, budgeting, forecasting, billing, reconciliations, vendor oversight, operational risk, and first-line compliance responsibilities.\nAbility to understand applicable requirements, in consultation with Compliance and Legal when regulatory or legal interpretation is required and translate them into practical procedures, controls, metrics, and management reporting.\nStrong organizational and project-management skills, with the ability to manage competing priorities, sensitive information, recurring deadlines, examinations, and remediation initiatives.\nRegion Locations\nPopular Center North Building\nSan Juan, PR\nWork Schedule\nHybrid work Schedule (4 and 1)\nMonday to Friday\nFlexibility to work non-business hours, holidays, and weekend when needed.\nThe duties may require additional availability during regulatory examinations, audits, budgeting and forecasting cycles, financial close periods, system implementations, operational incidents, business-continuity events, or other time-sensitive business matters.\nOur hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.\nValues\n1. Passion for People\n3. Succeed Together\n2. Own Every Moment\n4. Build the Future\nImportant: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.\nOur hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.\nApplicants 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.\nABOUT US\nPopular 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.\nAs 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.\nWe 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.\nIf you have a disability or need more information about requesting an accommodation, please contact us at . 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.\nAre you ready for a rewarding career?\nPopular is an Equal Opportunity Employer, including Disability/Vets\nLearn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.\nConnect with us!\nLinkedIn | Facebook | Twitter | Instagram\nIf you are a California resident, please click here to learn more about your privacy rights.","description_format":"text","description_chars":11054,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":2,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[{"language":"Spanish","level":"Advanced (C1)","optional":false},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":["Hybrid work","Professional development"],"hiring_locations":[{"name":"Puerto Rico","iso":"PR","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks"],"lifecycle":[{"event":"open","at":"2026-11-10T19:31:33Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":15,"reasons":["conf:4","win:early"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/popular-specialized-supervisor","json_url":"https://alion.io/job/popular-specialized-supervisor.json","meta":{"generated_at":"2026-11-11T09:05:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14867,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2750784},"rest":"https://alion.io/mcp/rest/get_company?id=2750784"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpopular-specialized-supervisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpopular-specialized-supervisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpopular-specialized-supervisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/popular-specialized-supervisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpopular-specialized-supervisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4033854}},{"tool":"search_jobs","arguments":{"company":"popular.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4033854},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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