Acuity Analytics
Mid Level Financial Analyst
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
Heredia Province, Heredia, Costa Rica
Work mode:
Onsite
Published on:
16 September 2026
What they need
Brief Objective of the Role:
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.
Key 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.
General Responsibilities:
- Implement and act in accordance with Acuity Knowledge Partners’ Information Security Policy.
- Identify risks when working with external parties.
- Ensure information security when dealing with customers.
Qualifications:
- Bachelor’s Degree in Business Administration, Finance, Economics or similar career.
- 3+ years’ experience in financial analysis or similar career. Experience in the investment research industry is a plus.
- English, oral and written knowledge at fluid level is a must.
- Advanced level knowledge of Excel.
- Strong with financial statement analysis, finance modelling and valuation.
- Comfortable in handling databases.
- Knowledge of AI capabilities and practical business applications is a plus
Skills and Abilities:
- 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.
Key Interactions:
- Internal:
- Interact with the respective team, reporting to his/her team lead and manager.
- Receive instructions and seek clarification, if required.
- External:
- Interact directly with clients.
The benefits of working with Acuity Knowledge Partners:
- Medical insurance with a top-notch annual check-up plan and travel insurance.
- Life insurance.
- Business agreements with gyms, training centres, nutritionists, psychologists, universities, and language centres.
- Paid leave benefits (paternity, marriage, compassionate, birthdays and sick leaves).
- Training and Knowledge Department.
- Education Policy with reimbursed certifications (CFA, Python, Oracle, Tableau, PMP, etc).
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