Senior Investment Specialist

Job Title: Senior Investment Specialist

The role of the Senior Investment Specialist involves overseeing the execution of investment projects, ensuring that they align with the organization's goals and strategies. This position requires strong analytical and financial skills to analyze operational and financial performance, credit and integrity risks of potential clients or projects.

This position also involves building complex financial models, performing due diligence and financial analysis, and providing quality control over financial analysis and projections developed by junior staff. The successful candidate will have a proven track-record of sourcing, structuring, and closing investments, as well as active portfolio management of debt and equity investments.

Responsibilities:

• Lead the execution of straightforward investment projects, incorporating lessons learned from earlier investments and portfolio management.

• Collaborate in developing client strategies/engagement plans and pitch books for industry and countries.

• Analyze operational and financial performance as well as credit and integrity risks of potential clients/projects.

• Build complex financial models, perform due diligence and financial analysis, and/or provide quality control over financial analysis/projections developed by an analyst to evaluate benefits and risks of straightforward transactions.

• Assess and articulate development impact and the organization's role/additionality in straightforward transactions.

• Perform credit and risk assessments, financial projections, covenant compliance reviews, and monitor changes to risk flags to determine performance of assigned portfolio with limited supervision.

• Responsible for rating reviews or loan loss reserves on a quarterly basis for overall assigned portfolio. Run models for equity valuations to determine need to modify exit strategy.

• Supervise and ensure quality of portfolio reporting information prepared by junior staff, providing broader industry, sub-sector, and country perspective into project risks and issues.

• Engage with mid-level clients on straightforward projects to understand their business directions and challenges that may lead to new opportunities, and support design of client engagement plans, as applicable.

• Follow up-with mid and senior level clients to resolve problems on straightforward projects.

Required Skills and Qualifications:

• Master's degree in finance or management is required.

• At least 5 years of relevant experience with a proven track-record of sourcing, structuring, and closing investments, as well as active portfolio management of debt and equity investments.

• Candidates with work experience in audit companies, commercial banks, private equity funds, and rating agencies are encouraged to apply.

• Good understanding of typical investment conditions and key structuring terms is necessary.

• Understanding of industry drivers, business/market development cycles, and how business performance and long-term competitiveness/viability are measured within industry and how industry dynamics may evolve within a country/region is required.

• Proven analytical, financial analysis, equity valuation, and financial modeling skills to analyze and form conclusions on company financial information or projects and industry indicators is essential.

• Understanding of credit and non-financial risks associated with straightforward projects and specific aspects of a complex project, and how to satisfactorily mitigate those risks is necessary.

• Capacity to identify barriers for market creation opportunities in a targeted country by tapping into relevant internal expertise and synthesizing information on local regulatory and economic context, industry/sector and landscape, and constraints clients are facing to grow their business is required.

• Excellent written, verbal communication, and presentation skills to effectively influence perception/support of clients/stakeholders is necessary.

• Ability to draft documents and reports that are concise, well-organized, and appropriately focused on most critical points relevant to target audience is required.

Benefits:

The World Bank Group offers comprehensive benefits, including retirement plan; medical, life, and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities.

We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.

Work Environment:

We are a global team working together to address some of the world's most pressing issues. Our diverse and inclusive workplace is designed to foster collaboration, creativity, and innovation. We offer a range of benefits and programs to help you achieve your career and personal goals.

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