Investment Officer

The Investment Officer will participate in processing private sector financing projects and technical assistance in India and South Asia, establish and maintain client relationships, and assist in managing government relations. The role involves project processing, business development, and policy development within the Private Sector Financial Institutions Division.

Responsibilities

• Lead and/or participate in the processing of projects, undertaking due diligence, risk analysis and mitigation work towards structuring loans, equity investments, guarantees or other assistance.
• Lead credit and financial due diligence by developing financial models and assessing risk and credit profile of proposed financial institutions projects and reviewing project documents.
• Analyze financial statements and financial projections/models.
• Perform sensitivity analysis and stress testing and make necessary recommendations.
• Participate in due diligence missions and provide technical support and recommendations to team leaders.
• Represent ADB in specific transactions with external technical advisors, consultants and lawyers.
• Lead relevant sector and country research as part of transaction risk assessment and make recommendations to the project team leader.
• Collaborate with the Office of Risk Management and the Safeguards Specialists to address credit-related and safeguard issues.
• Work with the Treasury Department to facilitate local currency lending.
• Prepare project documentation and presentation materials and discuss issues in meetings including Investment Committee and Board meetings.
• Lead and/or facilitate discussions with potential private sector and state-owned financial institutions for project development and processing.
• Identify and screen projects for developmental aspects and commercial viability to contribute to pipeline development for PSFI in India and South Asia.
• Lead and/or contribute to development of policy and strategies for ADB's developmental goals for the private sector in consultation with stakeholders.
• Collaborate with Finance Sector Group and other relevant sovereign teams on various initiatives.
• Liaise with governments to advocate and promote PSFI projects.
• Perform other tasks as assigned and reflected in the incumbent's workplan.

Requirements

• Bachelor's degree in management or finance or in related fields; preferably with advanced training and/or qualification as Chartered Financial Analyst (CFA).
• At least 8 years of work experience preferably in the financial sector.
• At least 4 years of relevant experience in the financial sector, preferably in investment management, investment banking, consulting, credit analysis, or research with a focus on financial institutions.
• Deal origination experience in debt and/or equity transactions in India and other countries in the region.
• Proven ability to undertake research and analysis on difficult but well-defined tasks, collect and organize required data and information, apply appropriate computer skills in organizing and analyzing the data; and prepare notes, papers and sections of reports.
• Good analytical thinking with ability to comprehend causal links, make pros and cons analysis, and analyze factors to reach a decision.
• Able to guide Junior team members to facilitate work planning, delivery and quality review.
• Able to work collaboratively with teams as a constructive team member.
• Excellent written and verbal communication skills in English.

Skills

• Investment Management
• Investment Banking
• Credit Analysis
• Financial Research
• Deal origination
• Debt Transactions
• Equity Transactions
• Financial Sector Experience
• Data Analysis
• Report Writing
• Project processing
• Business Development
• Policy Development
• Team Leadership
• Client Relationship Management
• Government Relations
• Analytical Thinking
• CFA Qualification
• Financial Analysis
• Microsoft Office Suite

Languages

English