Portfolio Management Specialist

hace 3 días


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

Fisher Investments is a leading provider of investment advisory services, dedicated to helping high-net-worth individuals achieve their long-term financial goals. We are seeking an experienced Investment Counselor to join our team in Costa Rica.

As an Investment Counselor, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized investment advice and guidance to help them navigate the complexities of the financial markets.

Key Responsibilities:

  • Partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to deliver exceptional client service
  • Proactively identify and pursue new business opportunities to grow your client base
  • Develop and maintain a deep understanding of our firm's investment approach and strategies

Qualifications:

  • 2+ years of experience in financial services, with a focus on client relationships and portfolio management
  • Bachelor's degree or equivalent work experience
  • Series 65 (Fisher Investments will help you obtain this upon starting)
  • Valid passport for travel to take the Series 65 exam
  • Proficient in written and verbal English
  • Possess a passion for global financial markets
  • A thoughtful consultative approach with an emphasis on client focus
About Fisher Investments Costa Rica

We are a dynamic and growing company, committed to delivering exceptional results for our clients. Our culture is built on a foundation of teamwork, innovation, and a shared commitment to excellence.

We offer a range of benefits to our employees, including:

  • 100% paid premiums for our supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Employer-paid $10,000 life insurance policy
  • 15 days of annual leave, plus up to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • $10,000* fertility, hormonal health and family-forming benefit


  • San Francisco, Heredia, Costa Rica Grupo Preseleccion Ely S.A. A tiempo completo

    Job DescriptionAs a Portfolio Management Specialist, you will play a crucial role in driving business growth through effective portfolio management. Your primary responsibility will be to develop and implement strategies that maximize returns while minimizing risk.You will work closely with senior leadership to establish portfolio goals and objectives. Your...


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

    As a Global Portfolio Management Specialist at Amazon Support Services Costa Rica Srl, you will play a key role in delivering seamless procure-to-pay, order-to-cash and payroll processes that enable our ongoing geographical expansion across the globe. You will be responsible for leading a portfolio of programs, projects and key improvement initiatives to...


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

    **Role Overview**:The Portfolio Growth Specialist role offers a unique chance to excel in relationship and portfolio management for assigned territories. Focusing on post-sales of Medium-to-Big Sized Business, this position aims to deepen relationships with our restaurant partners, increasing retention and driving business growth with mutually beneficial...


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

    About the Team: Our small and flat team structure allows us to be nimble and efficient while exposing us to various areas of the business. As a Portfolio Analysis Specialist, you will support the Technology Performance team by leveraging analytical tools to conduct financial analysis on enterprise-wide project statuses. You will work closely with IT Finance,...

  • Data Analyst

    hace 15 horas


    San Francisco, Heredia, Costa Rica Equifax A tiempo completo

    At Equifax, we empower our team members to unlock their full potential. If you're driven by a desire to succeed and make a meaningful impact, we want to hear from you.We are seeking a highly skilled Collections and Credit Risk Specialist to join our team. As a key member of our credit management team, you will be responsible for managing collection efforts...


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

    Amazon strives to be Earth's most customer-centric company where our customers can find and discover virtually anything they want to buy online.By giving customers more of what they want - low prices, vast selection, and convenience, Amazon continues to grow and evolve as a world-class e-commerce platform.In supporting this growth, the Amazon Finance...


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

    Job Summary:As a Global AR Portfolio Specialist, you will play a crucial role in ensuring timely and accurate receivables by managing internal and external Accounts Receivable inquiries. You will maintain customer relationships by responding promptly and accurately to both internal and external questions and requests for information.About the Role:You will...


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

    About the Role: Sysco Costa Rica is seeking a highly skilled and experienced Enterprise Portfolio Strategist to join our Technology team. As a key member of our portfolio management function, you will play a critical role in driving business value through strategic planning, analysis, and reporting.

  • Credit Portfolio Analyst

    hace 10 horas


    San Francisco, Heredia, Costa Rica Recluta Talenthunter A tiempo completo

    About the RoleWe are seeking an experienced Credit Portfolio Analyst to support the development and implementation of our credit risk management strategy. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of Recluta Talenthunter.As a Credit Portfolio Analyst, you will be responsible for analyzing and evaluating...


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

    At Sysco we are driving digital transformation through our Recipe for Growth strategy, and we are dependent on the efficiency with which our Technology organization can deliver leading-edge products to achieve our goals.The Sr. Technology Portfolio Analyst is key to enabling efficient and effective ways of working across our transformational portfolios,...


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

    **Discover a career that ignites your passion for numbers and problem-solving.**As a Collections Portfolio Manager at Equifax, you will oversee collection efforts for assigned portfolios of accounts, leveraging your analytical skills to resolve nonpayment disputes and optimize delinquency resolution strategies.You will process payments from customers and...


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

    Job DescriptionWe're seeking a Senior Credit Portfolio Manager to oversee collection efforts for assigned portfolios of accounts. Your expertise in research, queries, reconciliation, and analysis will help resolve nonpayment disputes and produce account status reports for management review.Key responsibilities include:Managing collection efforts for assigned...


  • San Francisco, Heredia, Costa Rica Hewlett Packard A tiempo completo

    **Job Description**As a Delivery Portfolio Manager at Hewlett Packard, you will be responsible for driving the development, implementation, and governance of product support or solution portfolios throughout their lifecycle. Your goal will be to ensure alignment with pricing strategies and seamless service delivery.You will represent services within product...


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

    Portfolio Management: In this role, you will manage collection efforts for assigned portfolios of accounts, ensuring timely and effective resolution of nonpayment disputes. You will conduct detailed research, queries, reconciliation, and analysis to maintain accurate account records.Key Skills:Expertise in collections and account managementStrong analytical...


  • San Francisco, Heredia, Costa Rica Sgf Global A tiempo completo

    We are seeking a highly skilled Change Management Specialist to join our team at Sgf Global. This individual will play a crucial role in supporting the overall Lead to Cash Program Portfolio of projects.Key ResponsibilitiesManage change initiatives across various teams and stakeholders.Develop and implement effective communication strategies to ensure smooth...


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

    We are looking for a highly skilled Risk Management Specialist to join our team at Citi. As a Risk Management Specialist, you will be responsible for identifying and mitigating risks associated with our operations.Key ResponsibilitiesContribute to risk assessments and develop strategies to mitigate identified risks.Collaborate with cross-functional teams to...


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

    About UsFisher Investments Costa Rica is a fee-only fiduciary firm dedicated to bettering the investment universe. Our commitment to providing unmatched service and unique perspectives on investing has earned us a reputation as a leader in the industry.Your RoleAs an Investment Counselor, you will be the primary contact for a roster of assigned...


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

    About the RoleThe Cash Management Specialist will be responsible for creating multiple reports using Excel, Tableau, and system data extracts. This individual must have excellent Excel proficiency and be able to prioritize workload and achieve results in a fast-paced environment.


  • San Francisco, Heredia, Costa Rica Hpe1Us A tiempo completo

    Risk Management Specialist - Join our team at HPE!This role has been designated as 'Edge', which means you will primarily work outside of an office. As a Risk Management Specialist, you'll be responsible for managing inventory optimization and risk management programs to drive the right level of total planning inventory. You'll partner with cross-functional...


  • San Francisco, Heredia, Costa Rica Sgf Global A tiempo completo

    Sgf Global is seeking a highly skilled Change Management Specialist to support our Lead to Cash Program Portfolio of projects. The ideal candidate will have experience in Project Management and Change Management.About the RoleThe Change Management Specialist will be responsible for managing change initiatives across various teams and stakeholders. This...