Overview
The ET Consultant, Investment Analyst, Financial Institutions Group, Mexico will provide analytical, research, and professional support to Investment Officers in developing new business, completing transactions, and supervising a portfolio of investments in the LAC region.
Key Responsibilities
- Support structuring of new investments and participate in investments negotiations.
- Create financial analysis models, work with existing models, and develop spreadsheets to track historical performance and generate pro-forma statements.
- Analyze historical and projected financial statements and prepare periodic portfolio reports.
- Conduct industry and market research, to identify potential new clients and assist in IFC’s business development efforts.
- Prepare documentation for IFC internal processes and monitor compliance with IFC financial, environmental and legal requirements, reporting requirements, financial covenants, among other.
- Support valuation of equity and derivative instruments of IFC investments.
- Establish and maintain quality client relationships to ensure responsive client service and to enhance new business opportunities.
- Liaise with colleagues across departments and the region and at the head office in Washington DC.
- Participate in the monitoring of investments in portfolio companies by tracking operational and financial performance, evaluating risk and recommending active portfolio management actions.
- Assist in strategy implementation for FIG LAC.
- Execute ad hoc tasks as requested by the Industry Manager and Team.
Required Experience
Preferably with at least 1-2 years of experience in finance, banking, portfolio management or consulting (ideally with a major financial institution, rating agency, consulting firm, etc.)
Qualifications
Bachelor’s or equivalent degree with specialization in business, finance, accounting, economics, etc.