Senior Associate, Financial Institutions
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Job Description
Senior Associate in impact investment managing portfolios for water and sanitation projects. Supporting financial analysis and due diligence for global investments.
Responsibilities:
- Support each stage of the investment process, including business development and screening, negotiations, due diligence and presentation to the investment committee.
- Conduct initial assessments of target companies, markets, and regions.
- Play a key role in due diligence processes, including coordination with internal teams and external consultants.
- Support management of covenant breaches and track country, market, and sector risks relevant to the portfolio.
- Collaborate with Principal, Financial Institutions Investments, to refine strategies and analytical tools.
Requirements:
- Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is a plus.
- Minimum of three (3) years of directly relevant work experience in an investment/credit rating role.
- Proven track record in executing debt transactions/credit rating of financial institutions.
- Advanced financial modelling skills in Excel.
- Outstanding communication and presentation skills in English and Spanish.
- Ability to work well in a team as well as independently.
- Ability to thrive in a dynamic, fast-paced culture and adaptable to change.
- Passion for impact investing and familiarity with retail or SME loan products in emerging markets.
Benefits:
- medical/dental/vision insurance
- flexible spending plans
- life and disability insurance
- 401(k) plan
- periodic review for merit and incentive pay
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