Job Description
IDB Invest - Transaction Services Monitoring Analyst
City:  San Jose
Company:  IDB Invest
Posting End Date:  -

We improve lives

IDB Invest is the private sector arm of the IDB Group and an international financial institution committed to addressing the development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in the region.

IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. 


In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, nearly doubling annual financing from approximately $8 billion to $19 billion, and unlocking greater private sector participation to drive development and climate impact across the region.

About this position

We are looking for two (2) highly motivated, experienced, and detail-oriented professionals to join our Monitoring Team as Analysts. The Monitoring Team handles the monitoring of covenant compliance and the onboarding process across the IDB Invest portfolio, ensuring alignment with institutional standards and operational readiness. The selected candidates will serve as key contributors to team development, cross-functional collaboration, and institutional capacity building. The role goes beyond technical execution and requires autonomy, leadership, and strategic coordination.

You will work in the Transaction Services Monitoring Team, which is part of IDB Invest’s Finance Department’s Operations Division.

What you’ll do

As a member of the Monitoring Team, your functions may include the following:

  • Analyze legal agreements and onboarding documentation to extract key deliverables and ensure accurate configuration in monitoring systems and Salesforce. 
  • Act as a senior reviewer (checker) to validate data inputs performed by other team members, ensuring quality, consistency, and compliance with institutional standards. 
  • Lead coordination with internal and external stakeholders during project transfers, onboarding, and closure processes, ensuring seamless transitions and proper documentation. 
  • Oversee client and contact data management across platforms, ensuring alignment with legal agreements and internal governance standards. 
  • Guide junior colleagues through mentoring and training, fostering technical growth and a culture of continuous learning. 
  • Serve as a focal point for training and onboarding, delivering sessions on monitoring tools, covenant analysis, and client portal usage. 
  • Monitor client obligations and deliverables, escalating issues and supporting resolution strategies to ensure contractual compliance. 
  • Collect and analyze stakeholder feedback to identify process gaps and contribute to the design and improvement of onboarding and monitoring workflows. 
  • Lead the identification and implementation of process efficiencies and best practices to enhance operational effectiveness across the team. 
  • Support additional related tasks as required, contributing flexibly to team priorities and institutional goals.   

What you'll need

Education: Bachelor’s degree in Business Administration, Economics, Finance or a related field.

 

Experience: Demonstrated progressive experience (minimum of 2 years) is highly desirable, including: 

  • Experience in covenant monitoring, financial analysis, portfolio supervision, or related areas. 
  • Experience in client onboarding, data management, CRM systems, cross-functional coordination, or related areas. 

 

Languages: Fluency in English and Spanish, both written and spoken; proficiency in Portuguese or French is a plus.

 

Core capabilities:

  • Strong analytical and organizational skills, with the ability to manage multiple projects under tight deadlines.
  • Excellent interpersonal skills and a collaborative mindset to work effectively in multidisciplinary teams.
  • High attention to detail and commitment to accuracy and confidentiality.
  • Proven ability to take initiative, lead processes, and contribute to institutional development.

Requirements

Citizenship: You are either a citizen of Costa Rica or with residency or legal permit to work in Costa Rica. 

 

Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.

Type of contract and duration

National staff contract, 36 months initially, renewable upon mutual agreement.

 

What we offer

The IDB Group provides benefits that respond to the different needs and moments of an employee’s life. These benefits include: 

 

-A competitive compensation package 

-Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave 

-Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. 

-Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. 

-Hybrid and flexible work schedules. 

-Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. 

-Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. 

Our culture

At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions.

In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. 


We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. 


Our Human Resources Team reviews carefully every application.  

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