Financial Portfolio Specialist
hace 4 días
Company Overview: Fisher Investments Costa Rica is a leading provider of investment solutions, dedicated to bettering the investment universe. Our firm's unique approach focuses on private clients, offering unparalleled service and expertise.
">Job Description: As an Investment Counselor, you will be the primary contact for high-net-worth clients, providing in-depth training on US financial markets and helping them reach their long-term financial goals. You will partner with internal portfolio decision-makers, research teams, client service associates, and sales teams to deliver exceptional service. With our commitment to being a fee-only fiduciary firm, your compensation structure aligns with our clients' best interests.
">Responsibilities:
- Build trusting relationships with clients and educate them on our top-down portfolio strategy, investments, and market events
- Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals
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Product Portfolio Specialist
hace 3 semanas
San Francisco, Heredia, Costa Rica Huntsman A tiempo completoJob Description:Product Portfolio SpecialistHuntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals.Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets.We operate more than 70 manufacturing,...
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Financial Planning Specialist
hace 2 días
San Francisco, Heredia, Costa Rica Aligntech A tiempo completoAre you looking for a challenging and rewarding career opportunity in finance?Aligntech is seeking a highly skilled and experienced Financial Planning Specialist to join our collections team.This is a unique opportunity to work with a leading medical device company that is transforming smiles and changing lives.As a Financial Planning Specialist, you will be...
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Receivables Portfolio Manager
hace 2 días
San Francisco, Heredia, Costa Rica Brenntag A tiempo completo**Job Description:** As a Cash Collection Specialist, you will play a critical role in ensuring the efficient and effective management of our customers' portfolios.**Responsibilities:Execute collection activities that meet company policies and procedures.Minimize bad debts by regularly reviewing and updating accounts.Prepare analysis on debts and monitor...
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San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completoAmazon 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...
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Windows Architectural Expert
hace 18 horas
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoWe are committed to delivering high-quality solutions to our clients by fostering a collaborative work environment. At Zm Financial Systems, we believe that diversity of thought and perspective drives innovation and success.We are seeking a highly skilled individual to join our team as a Financial Engineer - Modeling Specialist. The successful candidate will...
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Project Portfolio Manager
hace 2 días
San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completoAbout UsSysco Costa Rica is seeking a highly skilled Portfolio Data & Analytics Analyst to join our team. As a key member of the organization, you will play a critical role in driving business growth and improving operational efficiency through data-driven insights and recommendations.Key Responsibilities:Evaluate complex project and program management...
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Financial Operations Specialist
hace 17 horas
San Francisco, Heredia, Costa Rica Equifax A tiempo completoAt Equifax, we're looking for a skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for processing and resolving financial transactions, ensuring accurate and timely payments to vendors.Key responsibilities include:Processing invoices, credits, refunds, and paymentsTroubleshooting financial discrepancies and...
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Financial Services Specialist
hace 2 días
San Francisco, Heredia, Costa Rica Citi A tiempo completo**About the Role**This role is part of Citi's Finance organization, which is responsible for managing the company's financial operations. As a Financial Services Specialist, you will play a critical role in ensuring the accuracy and integrity of financial data and reports.**Key Responsibilities**Prepare and review financial reports and statements.Identify...
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Financial Reporting Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Amazon Support Services Costa Rica Srl A tiempo completoAt Amazon Support Services Costa Rica Srl, we are seeking an experienced Financial Reporting Specialist to join our team. This is a dynamic environment where you will play a key role in supporting our Payroll team.This position requires a high level of analytical and problem-solving skills, with experience in month end closing activities for multiple...
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Financial Planning Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoAbout the RoleCiti is seeking an experienced Financial Planning Specialist to join our team. As a key member of our Financial Planning and Analysis (FP&A) group, you will play a critical role in driving business success through data-driven insights.Key Responsibilities:Analyze financial performance and develop strategic recommendations to drive business...
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Financial Engineer
hace 18 horas
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoAt Zm Financial Systems, we strive to be a world-class sales organization with our customers' needs at the center of everything we do. Our client base ranges from banks and financial institutions to insurance and asset management companies, as well as government institutions and professional services firms.We build mutually rewarding relationships that allow...
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Financial Portfolio Specialist
hace 3 días
San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completoCompany OverviewFisher Investments is a specialized firm that has developed a unique approach to investing, focused on serving private clients since 1995. Our firm structure separates sales and client service, allowing professionals like you to focus on delivering exceptional results without wearing multiple hats.
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Financial Data Specialist
hace 4 días
San Francisco, Heredia, Costa Rica Moody'S Investors Service A tiempo completoAbout the RoleWe are seeking a highly skilled Financial Data Specialist to join our team at Moody's Investors Service. As a key member of our ratings and research process, you will be responsible for analyzing financial documents and data provided by Issuers.Key Responsibilities:Analyze financial statements, official statements, and other documents related...
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Financial Services Expert
hace 4 días
San Francisco, Heredia, Costa Rica Amzn Support Srvcs Costa Rica A tiempo completoAccount Receivable SpecialistWe are seeking an experienced Account Receivable Specialist to join our team at Amzn Support Srvcs Costa Rica. As a key member of our Shared Services team, you will be responsible for managing Accounts Receivable and Collections functions.About the JobThe ideal candidate will have 5+ years of post-qualification experience in...
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Client Services-Financial Specialist
hace 4 semanas
San Francisco, Heredia, Costa Rica Zm Financial Systems A tiempo completoCollaboration = InnovationOne leads to the other.At Moody's, we believe good teamwork gives us an edge.We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.Join us and let's move the world forward together.Department- We strive to be a world-class sales organization with our customers' needs at the centre of...
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FP&A Mortgage Portfolio Analyst
hace 1 día
San Francisco, Heredia, Costa Rica Citi A tiempo completo**Forecasting and Analysis Expert:**Citi seeks an experienced FP&A analyst to provide critical support for Balance Sheet and Mortgage Portfolio forecasting and analysis. The ideal candidate will have a strong background in accounting and finance, with experience in financial services preferred.The key responsibilities of this role include analyzing Citi's...
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Financial Regulatory Specialist
hace 4 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoAbout the RoleCiti's Institutional Clients Group (ICG) is seeking a skilled Financial Regulatory Specialist to support its Anti-Money Laundering (AML) efforts. The successful candidate will have a strong understanding of financial regulations and compliance risk management.Key ResponsibilitiesDevelop and implement AML policies and procedures, ensuring...
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Loan Portfolio Data Strategist
hace 2 días
San Francisco, Heredia, Costa Rica Citi A tiempo completoAbout the RoleThis is an exciting opportunity to lead data-driven initiatives that impact multiple lines of business. As a Wholesale Lending Data Project Manager, you will be responsible for driving projects that support One Citi Data initiatives, focusing on loans portfolio data quality and reporting needs. You will work closely with business and technology...
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Financial Transaction Specialist
hace 2 días
San Francisco, Heredia, Costa Rica Stryker A tiempo completo**About Us**:Stryker is a leading medical technology company that aims to improve healthcare outcomes. We offer innovative products and services in Medical and Surgical, Neurotechnology, Orthopedics, and Spine.We are seeking a skilled Financial Transaction Specialist to join our team. As a key member of our finance department, you will be responsible for...
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Financial Reporting Specialist
hace 16 horas
San Francisco, Heredia, Costa Rica Citi A tiempo completoOverview:Citi, a leading global bank, is seeking an Entry-Level Finance Professional to join our team. This role offers a unique opportunity to gain hands-on experience in financial reporting and contribute to the success of our organization.About the Role:The Finance Reporting Specialist will be responsible for generating, tracking, and submitting financial...