Meet BAC Credomatic | Portfolio Management Analyst

San José - Costa Rica

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

BAC is much more than a bank.

It is an organization that reimagines banking to generate prosperity within communities integrating sustainability into its strategy through its Triple Positive Value approach: economic social and environmental.

With a regional outlook and a strong commitment to inclusion and equity BAC fosters the holistic development of its people and promotes a culture where professional growth and positive impact go hand in hand.

During Speed Dating de Talento Costa Rica BAC will open conversations with finance professionals interested in taking on an analytical and strategic role within its Portfolio Administration team.

Sheraton Hotel San José
March 13

About the Role

As a Portfolio Administration Analyst your role will be key in ensuring the quality consistency and depth of the financial analysis that supports investment decisions.

You will have a direct impact on:

Financial Data Management & Quality

You will support the collection validation and cleansing of market and portfolio data ensuring the integrity and accuracy of the information used as input for analysis. Your work will enable the team to make decisions based on reliable up-to-date and efficiently structured data.

Performance Monitoring & Risk Control

You will prepare periodic fund performance reports facilitating early identification of deviations from return targets regulatory limits and internal policies. You will also monitor regulatory and risk compliance in real time contributing to a preventive and rigorous portfolio management approach.

Financial Model Maintenance & Updates

You will update valuation models and financial spreadsheets to reflect changes in prices cash flows rates and market assumptions ensuring profitability sensitivity and risk analyses remain current and technically sound.

Analytical Support to Committees & Governance

You will collaborate in preparing analytical materials and presentations for internal committees and governance bodies supporting senior team members in clearly and transparently communicating new investment opportunities.

Market Research & Insight Generation

You will analyze macroeconomic sector and issuer trends preparing executive summaries that provide initial hypotheses and investment opportunities strengthening the teams analytical pipeline.

What You Need to Apply

We are looking for an analytical methodical profile with a genuine interest in financial markets.

Key Requirements:

Bachelors degree in Economics Finance Business Administration or related fields
At least 2 years of proven experience in local and international market research or financial analysis
Hands-on experience managing and analyzing economic and financial data
Knowledge of investment management or portfolio analysis
Intermediate Excel skills (pivot tables financial formulas scenario analysis charts)
Intermediate to advanced English with the ability to read interpret and draft financial documentation
CFA Level I certification (desirable not mandatory)

We Value:

Strong analytical rigor and attention to detail
Ability to work with quantitative information under regulatory standards
Interest in deepening expertise in financial markets and risk management

What BAC Offers

Private health insurance
Employee solidarity association
Additional paid leave days
Preferential financial benefits
Agreements with universities gyms and healthcare centers
Corporate volunteering opportunities
And more

BAC promotes an inclusive diverse and equitable workplace culture encouraging all individuals to apply and become part of a team that values talent in all its forms. We look forward to meeting you.

If you would like to learn more about BACs Triple Positive Value strategy and how they are building a more sustainable and inclusive banking model click here.

BAC is much more than a bank.It is an organization that reimagines banking to generate prosperity within communities integrating sustainability into its strategy through its Triple Positive Value approach: economic social and environmental.With a regional outlook and a strong commitment to inclusion...