Job Summary: 

• Search and negotiate land and building opportunities across targeted regions.
• Build and maintain relationships with public and private stakeholders to uncover new business prospects.
• Identify viable development sites aligned with strategic goals.
• Oversee or conduct architectural feasibility studies to assess design and site potential.
• Evaluate the financial viability of prospective projects through detailed analysis.
• Provide support throughout all phases of operational development.
• Assist project management with planning, coordination, and execution tasks.
• Support the capital deployment team in sourcing and analyzing acquisition targets.
• Contribute to the evaluation of both single-property and portfolio logistics acquisitions.
• Help prepare compelling acquisition pitches and investment proposals.

Skills on Resume: 

• Site Sourcing (Hard Skills)
• Stakeholder Relations (Soft Skills)
• Development Analysis (Hard Skills)
• Architectural Feasibility (Hard Skills)
• Financial Modeling (Hard Skills)
• Operational Support (Soft Skills)
• Project Coordination (Soft Skills)
• Acquisition Analysis (Hard Skills)

Job Summary: 

• Maintain and grow a global investment network to source public and private investment opportunities.
• Engage with peer investors, fund managers, consultants, and fund-of-funds to expand reach and market insight.
• Travel frequently, both domestically and internationally, to oversee current investments and discover new ones.
• Establish systems and tools that support the identification, evaluation, and monitoring of portfolio investments and associated risks.
• Design frameworks to track and assess performance, ensuring alignment with risk-return objectives.
• Develop global investment themes to guide both manager selection and direct security investments.
• Ensure these strategies contribute meaningfully to the portfolio’s long-term outperformance.
• Support the formation and leadership of a top-tier investment team.
• Provide mentorship on evaluating securities, managing portfolio risks, and identifying return opportunities.
• Create and leverage peer groups to benchmark managers and uncover emerging investment ideas.

Skills on Resume: 

• Global Networking (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Investment Analysis (Hard Skills)
• Risk Monitoring (Hard Skills)
• Performance Tracking (Hard Skills)
• Thematic Strategy (Hard Skills)
• Team Leadership (Soft Skills)
• Peer Benchmarking (Hard Skills)

Job Summary: 

• Perform research analysis necessary to qualify new investment opportunities.
• Assist in the financial modelling of potential investment opportunities.
• Assist in preparing presentations of potential investment opportunities for the Investment Committee.
• Assist in due diligence exercises, including commercial, financial, tax, and legal reviews with external consultants.
• Assist in the elaboration of investment memos and presentations.
• Assist in reviewing monthly financial figures, budgets, and business plans.
• Assist portfolio companies in their M&A strategy, including sourcing and execution, as well as other value-creating strategic initiatives.
• Assist in drafting quarterly reporting memos sent to the Board.

Skills on Resume: 

• Research Analysis (Hard Skills)
• Financial Modelling (Hard Skills)
• Investment Presentations (Hard Skills)
• Due Diligence (Hard Skills)
• Investment Memos (Hard Skills)
• Financial Review (Hard Skills)
• M&A Support (Hard Skills)
• Board Reporting (Hard Skills)

Job Summary: 

• Survey target markets in various regions to assess the market environment and investment opportunities for private equity investments.
• Identify institutional quality fund managers in the target markets and develop a pipeline of potential fund, co-investment, and secondary investment opportunities.
• Source, analyze, evaluate, and lead due diligence processes for potential fund, co-investment, and secondary investments.
• Negotiate fund terms and legal documents and oversee legal review of investment opportunities.
• Present investment recommendations for senior leadership’s review.
• Monitor investment managers and investments and represent the organization on advisory boards.
• Assist with the analysis of amendments, consents, elections, and other correspondence from general partners and recommend applicable courses of action.
• Ensure that all actions taken in the private equity portfolio are consistent and in accordance with established investment policy guidelines and philosophy.
• Ensure compliance with contracts.
• Proactively monitor activities of the private equity portfolio, including investment transactions, status reports, risk reports, and portfolio performance.

Skills on Resume: 

• Market Surveying (Hard Skills)
• Manager Sourcing (Hard Skills)
• Investment Evaluation (Hard Skills)
• Term Negotiation (Hard Skills)
• Investment Presentation (Hard Skills)
• Manager Monitoring (Hard Skills)
• GP Correspondence Review (Hard Skills)
• Policy Compliance (Hard Skills)

Job Summary: 

• Manage and analyze the performance of investments to ensure alignment with strategic objectives.
• Evaluate the effectiveness and results of external investment service providers.
• Review and negotiate service contracts, ensuring terms meet fiduciary and operational standards.
• Oversee the administration of contracts to maintain compliance and performance expectations.
• Support data gathering and analysis for the Annual Comprehensive Financial Report and other required reports.
• Ensure accuracy and timeliness in financial reporting and disclosures.
• Manage the retirement plan’s asset allocation, staying within policy limits while optimizing investment strategy.
• Forecast cash flow needs and coordinate investment funding accordingly.
• Review reconciliations prepared by custodians and investment managers for accuracy and consistency.
• Verify investment manager fees and ensure they align with agreed-upon terms and services delivered.

Skills on Resume: 

• Performance Management (Hard Skills)
• Provider Evaluation (Hard Skills)
• Contract Negotiation (Hard Skills)
• Contract Administration (Hard Skills)
• Data Analysis (Hard Skills)
• Financial Reporting (Hard Skills)
• Asset Allocation (Hard Skills)
• Cash Flow Forecasting (Hard Skills)

Job Summary: 

• Act as a senior specialist providing investment expertise within the private equity sector.
• Deliver insights in market analysis, strategic planning, and portfolio management for both fund and co-investments.
• Support the management and oversight of the private equity portfolio with a focus on long-term performance.
• Lead initiatives to build a comprehensive portfolio strategy based on economic forecasts and capital market expectations.
• Develop recommendations that align with projected market trends and risk-return objectives.
• Contribute to the preparation of the Private Equity Business Plan submitted to the Chief Investment Officer and Investment Committee.
• Ensure the business plan reflects a clear vision for portfolio construction and allocation.
• Represent the organization at key investment and private equity meetings to convey portfolio goals and strategies.
• Strengthen external relationships while advocating for the organization’s investment objectives.

Skills on Resume: 

• Private Equity Expertise (Hard Skills)
• Market Analysis (Hard Skills)
• Portfolio Management (Hard Skills)
• Strategic Planning (Hard Skills)
• Trend Forecasting (Hard Skills)
• Business Plan Development (Hard Skills)
• Portfolio Construction (Hard Skills)
• Stakeholder Representation (Soft Skills)

Job Summary: 

• Serve as investment manager on numerous Personal Trust, Retirement Plan, and agency relationships.
• Conduct investment reviews with clients.
• Prepare and assist in preparing investment reviews for Personal Trust, Retirement Plan, and agency relationships.
• Ensure all investment activities comply with applicable laws and regulations and adhere to high ethical and professional standards of conduct.
• Maintain working knowledge of securities held in discretionary accounts.
• Manage client questions regarding account activity and handle special client requests.
• Retain knowledge of economic and market data and assess how they may impact the financial markets.
• Create and implement goal-based financial plans for select clientele utilizing the six-step financial planning process.
• Market financial planning and investment management services to Personal Trust, Retirement Plan Services, and other prospects.
• Develop, refine, and implement processes that improve efficiency, reduce error likelihood, and enhance the quality of the brand.
• Serve as a resource for complex department tasks and provide task support during periods of high workload demand.
• Understand and adhere to all policies, laws, and regulations applicable to the role.
• Complete compliance training and follow the required internal processes and controls.
• Report all compliance issues and violations of law or regulations in accordance with defined policies.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Investment Review (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Securities Knowledge (Hard Skills)
• Client Support (Soft Skills)
• Market Analysis (Hard Skills)
• Financial Planning (Hard Skills)
• Process Improvement (Hard Skills)

Job Summary: 

• Identify and evaluate new climate-focused investment opportunities within the infrastructure sector.
• Lead the development and promotion of climate-related products, tools, and services such as sustainability-linked loans, green and blue bonds, green buildings, and decarbonization strategies.
• Design climate finance structures that support both internal alignment and clients' decarbonization objectives.
• Collaborate with regional investment teams to apply a climate lens to all prospective investments.
• Highlight components within deals that can amplify climate impact and drive sustainability outcomes.
• Coordinate closely with investment, upstream, and advisory teams to ensure unified climate action across functions.
• Act as a key connector between regional industry groups and the climate business department.
• Share knowledge and promote learning by organizing and delivering climate-related events and training sessions.
• Support knowledge management by capturing and disseminating regional insights and best practices.
• Facilitate strategic alignment on climate initiatives across internal and external stakeholders.

Skills on Resume: 

• Climate Opportunity Analysis (Hard Skills)
• Product Development (Hard Skills)
• Climate Finance Design (Hard Skills)
• Cross-Team Collaboration (Soft Skills)
• Impact Identification (Hard Skills)
• Stakeholder Coordination (Soft Skills)
• Knowledge Sharing (Soft Skills)
• Strategic Alignment (Soft Skills)

Job Summary: 

• Identify high-impact investment opportunities in the MAS sectors by conducting detailed sector analyses.
• Target companies with strong potential for development and alignment with strategic goals.
• Manage and monitor existing client relationships and portfolio investments to ensure long-term value.
• Build strong connections with key stakeholders, including target companies, banks, and multilateral partners in the country.
• Design bankable financial structures tailored to specific transactions and lead negotiations of mandate letters.
• Apply financial expertise and interpersonal skills to resolve challenges and reach favorable outcomes.
• Support the identification and development of upstream initiatives related to MAS within the country.
• Work independently to advance initiatives while collaborating with senior staff on complex matters.
• Contribute to the long-term development and execution of a robust MAS program.
• Foster strategic partnerships that enhance investment impact and promote sustainable growth.

Skills on Resume: 

• Sector Analysis (Hard Skills)
• Opportunity Targeting (Hard Skills)
• Portfolio Management (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Financial Structuring (Hard Skills)
• Negotiation Skills (Soft Skills)
• Upstream Development (Hard Skills)
• Strategic Partnerships (Soft Skills)

Job Summary: 

• Contribute to the design and execution of investment policy and portfolio construction for fixed-income portfolios managed by Treasury.
• Focus on high-grade government bonds and credit markets, aligning strategies with investment objectives and risk tolerance within an asset or asset-liability management framework.
• Assist in developing and implementing new trading techniques and quantitative models to support portfolio performance.
• Design tools that enhance portfolio analysis, risk monitoring, and trading efficiency.
• Stay informed on market developments across fixed-income and other asset classes to identify investment opportunities and risks.
• Analyze the implications of market trends on portfolio positioning and overall strategy.
• Support regular reviews of investment portfolios, including performance analysis and policy alignment.
• Prepare and present materials for management and investment committee approvals related to policy updates and asset allocation changes.
• Assist in the implementation of client mandates and portfolio adjustments in coordination with Treasury business partners.
• Participate in technical advisory engagements, workshops, and collaborative efforts with official sector asset managers and institutions.
• Contribute to additional departmental projects to support overall investment goals.

Skills on Resume: 

• Portfolio Construction (Hard Skills)
• Fixed-Income Strategy (Hard Skills)
• Quantitative Modeling (Hard Skills)
• Risk Monitoring (Hard Skills)
• Market Analysis (Hard Skills)
• Performance Review (Hard Skills)
• Policy Preparation (Hard Skills)
• Portfolio Implementation (Hard Skills)

Job Summary: 

• Lead the manager hiring, monitoring, and termination process for the private credit, core bonds, TIPS, and long Treasuries asset classes.
• Oversee external manager relationships by conducting daily monitoring, holding due diligence meetings, and writing due diligence reports.
• Lead asset class meetings to inform staff about current market conditions, current positioning, manager performance, and ongoing research projects.
• Produce research on markets and sub-class allocations for use in asset allocation decisions.
• Recommend and implement strategic, value-added allocations across fixed income asset classes.
• Track external research sources and interact with senior research and portfolio management professionals in the investment management and investment banking industries to gain insight into markets and investment opportunities.
• Work with the internal risk team, investment managers, and software vendors to ensure data quality in risk measurement and custodian systems.
• Develop and run reports in investment statistical software systems for senior management to use in investment decision-making.
• Prepare presentations and deliver them to the Board of Trustees.

Skills on Resume: 

• Manager Oversight (Hard Skills)
• Due Diligence (Hard Skills)
• Market Briefing (Hard Skills)
• Allocation Research (Hard Skills)
• Strategic Allocation (Hard Skills)
• Market Intelligence (Hard Skills)
• Risk Data Management (Hard Skills)
• Board Presentation (Soft Skills)

Job Summary: 

• Work in close collaboration with the Program Director for the region to help develop a strong pipeline of good-quality investment opportunities by anticipating market trends and applying sector and country knowledge.
• Evaluate new investment proposals in terms of risks and likely returns, supported by detailed business plans and thorough financial analysis of each company.
• Build robust business cases with a high level of accuracy using best-practice financial modelling.
• Actively participate in and drive the financial due diligence process when evaluating new investment opportunities.
• Prepare and review material for the investment committee and management team, and help present investment opportunities.
• Form an integral part of deal negotiation and documentation teams with senior regional and legal colleagues, and use strong negotiation skills and investment expertise to develop solutions for complex transactions.
• Coordinate closely with advisory services colleagues to add value to clients’ businesses, find pragmatic solutions to sector-specific challenges, and achieve sustainable development impact.
• Ensure close monitoring and reporting on clients’ ongoing financial performance, including identifying problem areas and recommending strategies to address them.
• Monitor and report on industry trends in the region and assess current trends in business practices, products, and competition.

Skills on Resume: 

• Pipeline Development (Hard Skills)
• Investment Evaluation (Hard Skills)
• Financial Modelling (Hard Skills)
• Due Diligence (Hard Skills)
• Committee Preparation (Hard Skills)
• Deal Negotiation (Soft Skills)
• Client Advisory (Soft Skills)
• Performance Monitoring (Hard Skills)

Job Summary: 

• Report to the Director of Real Estate and Real Assets and the Director of Operations, with ad hoc reporting to senior investment officers.
• Support the asset class teams in operational elements of all investment-related activities.
• Assist investment officers in performing due diligence for potential real estate and real asset opportunities by collecting relevant materials and data.
• Interface with a variety of operational constituencies (legal, accounting, managers, investment officers) to facilitate the deal process once approved by the Internal Investment Committee or Real Estate Advisory Committee.
• Work with the fund’s accounting staff, consultants, and custodian bank to establish timelines and ensure timely capital calls and accurate distributions of capital.
• Support onboarding investment management solutions to enable superior performance and liaise with IT to connect external solutions to OSC and PICM systems.
• Maintain "first line of contact" with external partners to receive and report pertinent operational developments, reports, and other investment-related data.
• Work with Legal and Accounting to facilitate initial capital distributions to and ongoing financial reporting from co-investments and JVs by identifying critical reporting needs, sources of needed information, and reliable reporting responsibilities.
• Act as the daily point person with the custodian bank and external investment managers’ operations.

Skills on Resume: 

• Operational Support (Hard Skills)
• Due Diligence Assistance (Hard Skills)
• Cross-Functional Coordination (Soft Skills)
• Deal Facilitation (Hard Skills)
• Capital Administration (Hard Skills)
• Systems Integration (Hard Skills)
• Partner Communication (Soft Skills)
• Reporting Management (Hard Skills)

Job Summary: 

• Assist and coordinate with the preparation of content for Board and Investment Committee meeting materials.
• Assist with the processing of requests for amendments and consents and ensure that the CRF responds promptly.
• Assist in the procurement process for investment-related systems and services from end-to-end, including RFP development and issuance, evaluation committee organization, and paperwork generation.
• Assist with investment presentations, memos, analytical exercises, data-gathering projects, and other "ad hoc" requests.
• Assist in the management of the affordable housing mortgage program.
• Work with investment teams on an ongoing basis to identify investment process improvement opportunities.
• Assist accounting with the preparation of the Comprehensive Annual Financial Report.
• Assist with any audit requests for documentation.
• Maintain accurate, timely, complete investment files.

Skills on Resume: 

• Board Materials Preparation (Hard Skills)
• Amendment Processing (Hard Skills)
• Procurement Support (Hard Skills)
• Investment Analysis (Hard Skills)
• Program Management (Hard Skills)
• Process Improvement (Soft Skills)
• Financial Reporting (Hard Skills)
• Audit Support (Hard Skills)

Job Summary: 

• Design and implement portfolios for personal, fiduciary, and corporate clients.
• Establish, implement, and oversee investment policies for individual, fiduciary, and corporate clients.
• Provide advice to customers on personal investment products and services by counseling them on current market trends and recommending appropriate investment strategies.
• Manage bond, equity, and fund-oriented investments for individual trust and advisory accounts.
• Initiate actions to effect required purchases and sales of securities.
• Consult with clients and account administrators in the development and execution of investment strategies.
• Participate in Private Advisory Investment Committee processes.
• Maintain up-to-date familiarity with investment portfolios to optimize client potential.
• Determine specific customer needs and ensure that appropriate market transactions are executed.
• Use fundamental and technical research to arrive at sound and timely investment decisions.
• Provide coaching and support for direct report associates as well as carry out HR responsibilities, including hiring, firing, disciplinary actions, goal-setting, performance appraisals, and merit approvals.
• Cultivate new business and develop client relationships.
• Participate in the community through activities and board memberships.
• Cross-sell other STAR Financial products and services.

Skills on Resume: 

• Portfolio Design (Hard Skills)
• Policy Oversight (Hard Skills)
• Investment Counseling (Soft Skills)
• Investment Management (Hard Skills)
• Trade Execution (Hard Skills)
• Client Consultation (Soft Skills)
• Research Analysis (Hard Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Utilize third-party analytical tools and databases to research, review, analyze, and make recommendations to Fixed Income Management on external fixed income investment strategies and fixed income money managers.
• Plan, coordinate, and lead Fixed Income teams in performing on-site external fixed income manager due diligence meetings.
• Oversee and participate in synthesizing data and information gathered from prospective fixed income manager due diligence to create and present written recommendations to the Internal Investment Committee and the Investment Committee of the Board, advocating for the hiring of individual fixed income managers.
• Provide recommendations on increasing or decreasing exposure to individual managers as part of the ongoing asset allocation process related to external fixed income asset management implementation.
• Develop and maintain external fixed income asset management relationships and distill and communicate findings and developments to the Fixed Income team through meetings and corresponding files or databases.
• Manage the reconciliation and evaluation of external fixed income manager performance attribution and perform ongoing compliance and portfolio monitoring.
• Plan, coordinate, and facilitate recurring and periodic external manager portfolio review conference calls and meetings.
• Engage external manager, portfolio managers, and staff to ensure full understanding of the risks and strategies in each portfolio.
• Oversee, manage, and monitor activity performed by the external transition manager to facilitate the movement of assets or portfolios from one external fixed income manager to another, ensuring transitions are conducted pursuant to predefined guidelines and constraints.
• Prepare and develop periodic monthly and quarterly reports.
• Participate in system committees and perform other administrative tasks.
• Continuously stay abreast of general trends in the asset management industry, global markets, and fixed income sectors and strategies.

Skills on Resume: 

• External Research (Hard Skills)
• Due Diligence Leadership (Hard Skills)
• Manager Recommendation (Hard Skills)
• Exposure Management (Hard Skills)
• Relationship Management (Soft Skills)
• Performance Monitoring (Hard Skills)
• Portfolio Review Coordination (Soft Skills)
• Transition Oversight (Hard Skills)

Job Summary: 

• Facilitate the life cycle of the organization’s long-term community investments from application to award and beyond by triaging requests, conducting due diligence, and presenting information to recommend which investments to fund or decline.
• Engage with RFP content experts and coordinate the evaluation and summarization of RFP proposals.
• Confirm funding awards for approved investments and monitor the financial process to ensure timely payment processing for nonprofit organizations and partners.
• Identify strategies for measuring and evaluating program outcomes.
• Aid in monitoring metrics that measure the effectiveness of grant-making and corporate citizenship initiatives.
• Cultivate new and existing strategic partnerships with external stakeholders to strengthen community and associate engagement and ensure investments align with the organization’s mission.
• Conduct evaluation meetings with grantees, external evaluators, and staff members for the current portfolio of grants.
• Compose summary evaluative reports that include staff observations and recommendations for grantmaking.
• Collaborate across the enterprise to support accurate data input and coding of all grants.
• Prepare and monitor monthly financial reports, track progress toward annual financial targets of grants, and troubleshoot accounting and budgeting issues.
• Support portfolio reporting, including annual reports, press releases, and external communications.
• Contribute to thought leadership and evaluation of community investments and support the presentation of summary data for executive decision-making.
• Participate in philanthropic and health workgroups with external organizations.
• Stay informed on new approaches to addressing social determinants of health, health equity, and philanthropy to guide portfolio strategy.

Skills on Resume: 

• Community Investment Management (Hard Skills)
• RFP Coordination (Hard Skills)
• Funding Oversight (Hard Skills)
• Outcome Measurement (Hard Skills)
• Grant Monitoring (Hard Skills)
• Partnership Cultivation (Soft Skills)
• Evaluation Reporting (Hard Skills)
• Financial Tracking (Hard Skills)

Job Summary: 

• Assist all pre-award and post-award functions of sponsorship, membership, and associate matching requests, conduct due diligence of nonprofit eligibility and alignment with strategic priorities, document recommendations through scoring, and present information to recommend which investments to fund or decline.
• Aid in assessing the quality of engagement efforts.
• Apply insights from the contributions database analytics on a routine basis.
• Provide event support by coordinating event management and representing the organization before, during, and after onsite community events, celebrations, and galas.
• Create and manage timelines for events and deliverables, including attendee registration.
• Maximize participation for key stakeholders by engaging social media and other corporate image–related platforms.
• Collaborate with the Marketing team and other internal partners on invitations, ads, event branding, and employee participation to optimize community engagement and impact.
• Assist in monitoring monthly financial reports and investment success, track progress toward annual financial targets of grants, and troubleshoot accounting and budgeting issues.
• Support portfolio reporting, including annual reports, press releases, and external communications.
• Support thought leadership efforts by developing summary data that enables executive decision-making.
• Participate in philanthropic and health workgroups with external organizations.
• Stay informed on new approaches to addressing social determinants of health, health equity, and philanthropy.
• Inform portfolio strategy through ongoing awareness of emerging trends and best practices.

Skills on Resume: 

• Sponsorship Management (Hard Skills)
• Engagement Assessment (Soft Skills)
• Data Analytics (Hard Skills)
• Event Coordination (Soft Skills)
• Timeline Management (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Financial Monitoring (Hard Skills)
• Reporting Support (Hard Skills)

Job Summary: 

• Coordinate day-to-day investment oversight and monitoring of large Pension Plans to improve and maintain funded status and major Defined Contribution Plans to offer colleagues a lineup of high-conviction, diversified retirement investment options.
• Facilitate investment strategy studies and partner with third-party specialists on the design and optimization of investment portfolios.
• Provide ongoing investment oversight and analysis of portfolios and underlying investments, including monitoring net-of-fee returns and risk and reviewing the most recent documentation.
• Conduct investment due diligence at investment advisers, consultants, and underlying investment managers for consideration in the retirement programs.
• Coordinate with internal and external ERISA counsel to monitor industry trends and ensure regulatory compliance.
• Work with applicable investment advisers and consultants to support risk measurement, monitoring, and management of performance results.
• Develop updates and analysis for governance bodies and management, including investment research, portfolio performance, and policy reviews.
• Serve as Chair of working groups formed to conduct special projects related to the Plans.
• Coordinate with the National Office of Independence and other parties involved in the financial management and investment of the Plans’ assets.
• Periodically conduct and report evaluations of investment advisers’ and consultants’ performance.
• Assist with the enhancement and customization of an investment due diligence tracking tool.
• Monitor industry trends to help inform potential changes to investment objectives or strategy.
• Support the development of processes that strengthen overall investment oversight capabilities.
• Ensure effective communication across stakeholders involved in the management of the Plans.

Skills on Resume: 

• Pension Oversight (Hard Skills)
• Strategy Facilitation (Hard Skills)
• Portfolio Analysis (Hard Skills)
• Due Diligence (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Risk Management Support (Hard Skills)
• Governance Reporting (Hard Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Assess RFI market dynamics and liaise with market participants to build a pipeline and knowledge.
• Perform screening and desk reviews of potential RFIs.
• Attend conferences and forums to build awareness of the organization’s services and products.
• Develop an RFI pipeline that meets the funds’ risk, return, and impact profiles.
• Analyze financial statements of RFIs using a spreadsheet and proprietary software and assess performance indicators, including capital adequacy, asset quality, management and governance, earnings, and liquidity.
• Develop and negotiate proposed terms and conditions for debt investments in RFIs under the supervision of the Chief Investment Officer.
• Perform in-country and virtual due diligence for RFI investments.
• Prepare investment proposals for presentation to the Investment Committee under the supervision of the Director of Credit Underwriting.
• Validate each RFI’s commitment to social performance and impact.
• Coordinate with internal legal counsel, local legal counsel, and RFIs to ensure legal documentation is executed according to approved terms and that deals are closed swiftly and in accordance with investment disbursement procedures.
• Ensure timely RFI reporting and analysis of RFI performance metrics and trends in coordination with portfolio analysts.
• Respond to client inquiries, including covenant waiver and amendment requests.
• Prepare periodic written analyses of RFI performance and trends.
• Maintain timely and accurate knowledge of risk evolution, financial regulations, political developments, and macroeconomic trends that may impact RFI performance.
• Represent the organization during multi-lender workout situations in coordination with legal, risk, and investment teams.

Skills on Resume: 

• Market Assessment (Hard Skills)
• Pipeline Development (Hard Skills)
• Industry Networking (Soft Skills)
• Financial Analysis (Hard Skills)
• Term Negotiation (Soft Skills)
• Due Diligence (Hard Skills)
• Proposal Preparation (Hard Skills)
• Performance Monitoring (Hard Skills)