Investment Research


San José,Costa Rica

Reference code -

1 year ago

Education/ Experience and Skill Requirement
    • Post Graduate Degree in Business, Finance or similar career.

    • English, oral and written knowledge at an advanced level.

    • Advanced level knowledge of Excel.

    • Ability to interpret financial statements.

    • Strong modeling skills.

    • Experience as a financial analyst. Experience in the investment industry is a plus.

    • High attention to detail.

    • Ability to prioritize and adapt to client needs.

    • Excellent written and verbal communication skills.

    • Self-motivated and quick learner.

    • Interacts with the internal team, reporting to the Associate Director and/or team lead as assigned.

    • Interacts directly with the client, becoming the main point of contact and offshoring services associate.


    Support sell side analysts from the on shore team, who are part of the research department of one of the top investment banks worldwide, by meeting their financial and qualitative information requirements across multiple sectors such as TMT, Energy, Real Estate, Automotive, Consumer, Healthcare and Banking for various companies across different geographies.

    • 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.


    • Identify risks if working with external parties.

    • Ensure information security when dealing with customers.

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See how we usually go about your selection

Step 1

Resumes sourced from multiple sources will be evaluated vis-à-vis the required skill sets

Step 2

The HR will contact the shortlisted applicants for the interview process

Step 3

There will 2-3 rounds of interviews (Telephonic/Face to Face/Skype, etc.)

Step 4

The candidate who clears all the rounds will be shortlisted for the final offer

Step 5

HR to then get in touch with the candidate for salary discussion/Date of Joining etc