Associate Investment Officer

The Associate Investment Officer supports the Trade and Supply Chain Finance Program's Financial Institutions business by assisting in portfolio management, transaction execution, relationship management, and business development activities. The role involves strengthening client relationships, supporting portfolio growth, risk monitoring, and delivering strategic initiatives to enhance operational effectiveness and client service.

Responsibilities

• Assist in portfolio management and transaction execution activities, including coordinating counterparty requests, preparing and maintaining transaction documentation, liaising with internal operations teams, tracking transaction status, and escalating issues for guidance and resolution.
• Contribute to relationship management and portfolio monitoring activities for existing and prospective financial institution counterparties, including preparing financial analysis, supporting credit and limit reviews, assisting with onboarding and due diligence, monitoring compliance reports, and helping prepare waiver requests and risk-related submissions.
• Prepare research and analytical inputs on market risks, pricing, banking sector developments, financial institution performance, country and political risks, and trade and supply chain finance trends to support portfolio monitoring, risk assessment, and business development activities.
• Support TSCFP projects, initiatives, and knowledge products by coordinating inputs, preparing materials and updates, assisting with stakeholder follow-ups, supporting process improvements and systems-related activities, and helping maintain records and documentation.

Requirements

• Bachelor's degree or equivalent in business, finance, accounting, marketing or other related fields; preferably with advanced training.
• At least 5 years of relevant professional experience in trade finance, supply chain finance, banking, financial institutions, credit, portfolio management, transaction execution, or related private sector operations.
• Practical knowledge of trade finance and supply chain finance products, financial institution analysis, portfolio monitoring, credit applications, risk management, compliance requirements, and transaction documentation.
• Strong client orientation and extensive experience in client-facing role in a financial institution setting.
• Proficiency in Microsoft Office applications and relevant operational, portfolio, and data management systems.

Skills

• Trade Finance
• Supply Chain Financing
• Financial Institution Analysis
• Portfolio Management
• Credit Applications
• Risk Management
• Compliance Requirements
• Transaction Documentation
• Client Relationship Management
• Transaction Execution
• Business Development
• Microsoft Office Suite
• Data Management
• Operational Systems

Languages

English