Popular, Inc

Senior Business Analyst / Segment Strategy

Popular, Inc$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Business Administration, Economics, Industrial Engineering, Finance, or a related field.
  • 3-5 years of experience in strategy, segmentation, customer insights, project management, or business analytics, preferably in financial services.
  • Proficient in financial analysis and business case development.
  • Strong analytical and problem-solving skills, with the ability to synthesize qualitative and quantitative data.
  • Bilingual communication skills in Spanish and English.

Responsibilities

  • Conduct market and data analysis to support segment strategies and value propositions.
  • Analyze customer needs and behaviors to identify business opportunities.
  • Develop business cases for segment initiatives including financial impact analysis.
  • Prepare and present insights to stakeholders in a clear and concise manner.
  • Track performance and KPIs of segment initiatives to identify improvement opportunities.
  • Collaborate with cross-functional teams to align on decisions and document outcomes.
  • Contribute to the improvement of segmentation methodologies and analytical processes.

Benefits

  • Hybrid work model options.
  • Opportunity for growth and development within the role.
  • Engagement in cross-functional teamwork and collaboration.
  • Exposure to leadership discussions and strategic decision-making.
  • Continuous improvement opportunities in methodologies and tools.
Full Job Description
Senior Business Analyst
Ind. Contributor,06

Applying for a position within the same job level as your current role may also represent a growth and development opportunity. Carefully review the tasks and responsibilities stated in the job description prior to applying.

Full Time Job Opportunity

Location

Hybrid / Popular Center / Hato Rey, P.R.

General Description

The Senior Business Analyst (Segment Strategy) supports the Segment Management team in evaluating, defining, and executing growth initiatives for retail customers across key segments.

The Segment Management team develops segment strategies, assesses customer needs, aligns stakeholders, and moves initiatives from idea to execution.

This role provides structured analysis and insights to aid decision-making.

This role identifies customer needs, business opportunities, and execution requirements, delivering actionable recommendations and presentations to inform strategic decisions.

Essential Duties and Responsibilities

Strategic & Segment Analysis Support
  • Conduct market, customer, and internal data analysis to support segment baselines, sub-segmentation, and value proposition development.
  • Analyze customer needs, behaviors, pain points, and opportunities using qualitative and quantitative inputs
  • Perform local and US benchmarking and industry analysis to identify best practices and competitive gaps.

Business Case & Evaluation
  • Develop and support business cases for segment initiatives, including opportunity sizing, financial impact, cost-benefit analysis, and implementation considerations.
  • Evaluate multiple strategic alternatives and scenarios, providing clear comparisons and recommendations.
  • Partner with Finance and Analytics teams to validate assumptions, projections, KPIs, and success metrics

Presentations & Executive Communication
  • Prepare presentations for different stakeholders including but not limited to Popular's leaders, and cross-functional teams.
  • Translate complex analysis into clear, concise, and decision-focused insights tailored to different audiences.
  • Support in structuring narratives for leadership discussions and approvals.

Initiative Prioritization & Performance Tracking
  • Track performance of segment initiatives against defined KPIs and objectives, identifying risks, gaps, and improvement opportunities.

Cross-Functional Collaboration
  • Act as a key analytical partner to the Sr. Segment Manager when engaging with Marketing, CX, Digital, Technology, Risk, Compliance, and other business units across Popular.
  • Support alignment by documenting assumptions, decisions, dependencies, and conclusions in a clear and structured manner.
  • Participate in workshops, discovery sessions, and working teams, providing analytical support and follow-up.

Continuous Improvement & Methodology
  • Contribute to the refinement and standardization of segmentation methodologies, analytical frameworks, and tools.
  • Identify opportunities to improve analysis processes, templates, and recurring reporting.
  • Share insights and best practices to strengthen segment work across the organization.


Supervisory Responsibilities:

This Job has no supervisory responsibilities but in special circumstances may lead the work of others.

Education

Bachelor's or Master's degree in Business Administration, Economics, Industrial Engineering, Finance, or a related field.

Experience

  • At least three (3) to five (5) of experience supporting strategy, segmentation, customer insights, project management or business analytics, preferably within financial services.
  • Demonstrated experience working with stakeholders and cross-functional teams is preferred.
  • Experience data storytelling is a plus.


Other Qualifications

  • Strong analytical thinking and problem-structuring skills.
  • Solid experience with financial analysis and business case development.
  • Detail-oriented, organized, exceptional critical thinking and problem-solving skills
  • Self-driven, agile, and able to work independently and on multiple engagements simultaneously.
  • Strong ability to collaborate effectively across teams and departments.
  • Creative thinker and outstanding storyteller.
  • Experience developing or monitoring metrics.
  • Ability to present and interact with all levels of management, including executive leadership.
  • Ability to synthesize qualitative and quantitative information into clear conclusions.
  • Presentation skills.
  • Proficiency in Microsoft Office tools, particularly Excel, PowerPoint, and Word; experience with Access preferred.
  • Experience with BI tools such as Power BI or Tableau is a plus.
  • Strong written and verbal communication skills in Spanish and English.


Values

1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future

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 Popular, Inc

Popular, Inc. is a financial holding company that operates in Puerto Rico, the United States, and the Caribbean. The company provides retail, mortgage, and commercial banking services through its principal banking subsidiary, Banco Popular de Puerto Rico, as well as auto and equipment leasing and financing, investment banking, broker-dealer, and insurance services through specialized subsidiaries.
Learn more about Popular, Inc
Size
8,500 employees
Market Cap
$4.6 billion
Industry
Net Income
$506.6 million
5 Year Trend
+5.4%
NASDAQ

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