Investment Research Financial Analyst

hace 4 meses


San José, Costa Rica Acuity Knowledge Partners A tiempo completo

Education/ Experience and Skill Requirement
- Bachelor’s Degree in Business Administration, Finance, Economics or similar career.
- 0 to 4+ years’ of experience in financial analysis or similar
- English, oral and written knowledge at fluid level is a must.
- Advanced level knowledge of Excel.
- Familiar with financial statement analysis, finance modelling and valuation.
- Comfortable in handling databases
- High attention to detail.
- Ability to prioritize and adept to client needs.
- Great customer service orientation.
- Excellent written and verbal communication skills.
- Self-motivated and quick learner.
- Demonstrated history of following the stock markets.
- High commitment, proactiveness and teamwork orientation.
- Ability to prioritize and sensitive to client needs

**Responsibilities**:

- Follow global industries/markets and analyze multinational companies to enable our clients to make sound investment decisions.
- Independently conduct background research and document the findings and conclusions in the form of investment research reports.
- Build, update, and maintain financial models.
- Update periodical reports and manage databases.
- Analyze macroeconomic, sector, and summarize news.
- Other Research: Researching technical publications, regulatory frameworks, and analytical research.
- Market Analysis: Sourcing of market data such as share prices, currency rates, ratios from multiple third party data sources.



  • San José, Costa Rica Acuity Knowledge Partners A tiempo completo

    Education/ Experience and Skill Requirement - Bachelor’s Degree in Business Administration, Finance, Economics or similar career. - Experience as a Financial Analyst is preferable, but not a requirement. - Strong Chinese and English language capabilities - Advanced level knowledge of Excel. - Familiar with financial statement analysis, finance modelling...


  • San José, Costa Rica Acuity Knowledge Partners A tiempo completo

    Education/ Experience and Skill Requirement - Bachelor’s Degree in Business Administration, Finance, Economics or similar career. - 0 to 4+ years’ of experience in financial analysis or similar - English, oral and written knowledge at fluid level is a must. - Advanced level knowledge of Excel. - Familiar with financial statement analysis, finance...

  • Investment Counselor

    hace 6 días


    San Isidro, Pérez Zeledón, Costa Rica Fisher Investments A tiempo completo

    About the RoleWe are seeking a highly skilled Investment Counselor to join our team at Fisher Investments Costa Rica. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance to help them achieve their...


  • San José, Costa Rica Prometeo Talent A tiempo completo

    **Join a Disruptive Startup** RoverPass, a startup in the RV park and campground industry, is revolutionizing the way campgrounds and RV parks drive business. With a property management system and marketing services, they help campgrounds and RV parks attract more customers. As a small and hungry team, they're looking for hands-on individuals to join...

  • Investment Counselor

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

    About the RoleWe are seeking a highly skilled Investment Counselor to join our team at Fisher Investments. As an Investment Counselor, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance to help them achieve their long-term financial goals.Key...

  • Investment Counselor

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

    About the RoleWe are seeking a highly skilled Investment Counselor to join our team at Fisher Investments. As an Investment Counselor, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance to help them achieve their long-term financial goals.Key...

  • Financial Analyst

    hace 3 semanas


    San Rafael, Escazú, Costa Rica Roche A tiempo completo

    Position Overview As a GAMA Analyst at Roche, you will be responsible for executing GAMA operational activities within the Americas RSS. Key Responsibilities Conducts advanced accounting tasks that necessitate a comprehensive understanding of accounting methodologies, principles, and practices.Oversees intricate analyses and audits of accounting...


  • San Rafael, Escazú, Costa Rica Roche A tiempo completo

    Position OverviewAs a GAMA Analyst, you will be responsible for executing GAMA operational functions for the Americas RSS in Costa Rica.Role ResponsibilitiesConducts advanced accounting operations that necessitate a comprehensive understanding of accounting methodologies, principles, and practices.Oversees intricate analysis and audits of financial...


  • San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo

    Overview Join our esteemed firm as a Wealth Management Advisor, serving as the primary liaison for a select group of affluent clients. Since our inception, we have cultivated a distinctive methodology centered on our private clientele. With a structured environment that separates sales from client service, you will not be burdened with the multifaceted...


  • San José, Costa Rica Boston Consulting Group A tiempo completo

    **WHAT YOU'LL DO**: As a Research Analyst within BCG’s Data and Research Service (DRS) function, you will take work upon complex research projects independently within our Due Diligence sector. You will proactively understand the context of the research ask and deliver actionable insights for BCG’s case proposals, ongoing cases and business or internal...


  • San José, Costa Rica SKIM A tiempo completo

    **Company Description** Do you have a passionate curiosity about what and why people do what they do? Are you a recent graduate and ready for an analytically-challenging and fun career? Join us as a Market Research Analyst in San José, Costa Rica! SKIM is a fast-growing marketing research consultancy with offices in the US, Europe, Asia and South America....

  • IT Financial Associate

    hace 4 meses


    San José, Costa Rica Zoetis A tiempo completo

    locations- San Jose- time type- Full time- posted on- Posted Today- job requisition id- JR00013876- Position Summary: - The Zoetis Technology Strategy & Architecture team is looking for a Financial Analyst to manage and report on financials for our technology investment portfolio and run spend as part of our monthly operating processes including performing...


  • San José, Costa Rica Acuity Knowledge Partners A tiempo completo

    Education/ Experience and Skill Requirement - Bachelor’s degree in Business Administration or Economics; Licentiate or MBA is a plus. - 2 to 4 years of finance-related experience. - Advanced Excel knowledge. - Familiar with credit/fixed income products. - English and Spanish communication skills are critical. - High degree of client relation to handle...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job DescriptionThe Experian Costa Rica FP&A Team is seeking a highly skilled Senior Financial Analyst to support the North America business. This role will be responsible for providing financial analysis and support to the business unit, including month-end close responsibilities, revenue and cost forecasting, annual budget, and regular monitoring of...


  • San José, Costa Rica JLL A tiempo completo

    **JLL supports the Whole You, personally and professionally.** The Senior Financial Analyst supports business analysis and metrics within JLL’s clients in a collaborative team environment. A clear communicator both verbal and written, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest...

  • Financial Analyst

    hace 2 semanas


    San José, San José, Costa Rica JLL A tiempo completo

    About the RoleJLL is seeking a highly skilled Financial Analyst to join our Portfolio Strategy and Transactions team. As a key member of our team, you will be responsible for providing financial analysis and portfolio strategy support to our clients.Key ResponsibilitiesGather, evaluate, and validate real estate data to ensure correctness and...


  • San José, San José, Costa Rica Gensler A tiempo completo

    At Gensler, our mission is to create spaces that inspire and enhance the human experience. We combine our global insights with local expertise to drive innovation across various scales. Our team is composed of passionate individuals who are not just designers but also problem solvers, thinkers, and innovators. Our diverse expertise encompasses a wide range...

  • Financial Analyst

    hace 1 día


    San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Job Title: Financial Analyst - Accounts ReceivableAmazon's Finance Operations department is seeking a highly skilled Financial Analyst to support Accounts Receivable for Brazil. As a key member of our team, you will be responsible for analyzing and resolving past due balances, reconciling AR accounts, and managing internal and external inquiries.Key...

  • Financial Analyst

    hace 4 meses


    San José, Costa Rica ASEPSA A tiempo completo

    WE´RE HIRING: FINANCIAL ANALYST (TEMPORARY POSITION) **Role Summary** The **Financial Analyst **provides comprehensive financial reporting, financial support and guidance to the commercial finance teams within each Market The DS CoE encompasses the analytical and advisory activities performed by the Finance Organization, including Planning, Budgeting &...

  • Financial Analyst

    hace 3 meses


    San José, Costa Rica ASEPSA A tiempo completo

    WE´RE HIRING: FINANCIAL ANALYST (TEMPORARY POSITION) **Role Summary** The Financial Analyst will process chargeback claims for wholesalers in the US and Puerto Rico and resolve exceptions related to contracts, products and membership timely and accurately. The Financial Analyst will regularly interface with internal and external customers including, but...