Research Associate

THE OPPORTUNITY
We are seeking a Research Associate to work directly with the firm’s Senior Analyst & Managing Director in San José, Costa Rica.This is a high-access, high-proximity position that provides direct exposure to global equity investment research at an institutional level. The successful candidate will work closely with a senior investor who helps manage significant positions within a global equity portfolio, gaining hands-on exposure to a rigorous fundamental investment process from the ground up.Over time, the role is expected to evolve into a position with genuine responsibility for fundamental investment research and contribution to investment thesis development.
KEY RESPONSIBILITIESCollaborate with the investment team to maintain and operate the firm’s proprietary multi-factor screening infrastructure and database, Bloomberg-linked and updated monthly across 1,400+ global stocks.Build and maintain financial models, valuation analyses, and earnings trackers for a defined set of global equity holdings.Analyze and synthesize earnings call transcripts, management communications, company filings, and research publications into structured investment summaries.Support the preparation of investor-facing materials, including data exhibits, company case studies, and due diligence responses.Conduct company and industry research to support ongoing investment analysis.Over time, contribute to the development and refinement of investment theses and participate in the weekly investment research call.
CANDIDATE PROFILEBachelor’s degree / Licenciatura in Finance, Economics, Accounting, Business Administration, Industrial Engineering, or a related field. A strong academic background in a quantitative or finance-related discipline is preferred.2–4 years of relevant professional experience in investment banking, corporate finance, equity research, asset management, or another rigorous analytical role within financial services.Strong financial modelling skills, including DCF, comparable company analysis, valuation, and earnings model construction.Professional-level English fluency, both written and verbal. All investment research and deliverables are produced in English.Genuine interest in public equity markets, global companies, valuation, and fundamental investment analysis.Strong analytical and quantitative skills, with the ability to interpret financial statements and translate complex information into clear investment insights.Intellectual curiosity, humility, and a strong willingness to learn and develop within a rigorous investment environment.CFA progress is preferred but not required.Self-directed, highly organized, and detail-oriented, with the ability to work independently and manage well-defined tasks with limited supervision.Advanced Excel skills are required.Bloomberg proficiency or experience with equivalent platforms such as FactSet or Capital IQ is a plus.Knowledge of Python or other data/analytical tools is a plus.Strong written communication skills and the ability to produce concise, high-quality analytical work.