Financial Analyst

The Financial Analyst position within the World Bank Group Treasury's Pension Investments team supports investment capabilities by coordinating legal documentation, managing investment pipelines, and collaborating on IT solutions to streamline investment processes. The role involves liaising with legal teams, managing documentation, and supporting investment administration and technology implementation.

Responsibilities

• Assist in the preparation (completion and processing) of investment fund legal documents such as Subscription Documents and execution of transaction documents negotiated by LEGFI, such as Side Letters, and Limited Partner Agreements, among others.
• Coordinate the legal documentation sign-off with the PEN Director and/or authorized signatories.
• Coordinate PEN aspects of legal investment pipeline to ensure all requests of PEN are timely and accurately reflected, update the pipeline with any changes and to liaise with LEGFI to enable allocation of legal coverage and ensure legal documents are prepared and ready before datelines.
• Act as liaison with LEGFI for relevant legal documentation and inquiries.
• Maintain files electronically and relevant hard copies, including of all documents pertaining to investments and service contracts, for easy access by team members.
• Assist with internal and external audits.
• Serving as back-up to other Financial Assistants in the department.
• Undertaking ad hoc duties as may be assigned by the Senior Financial Assistant during absences and/or heavy work periods.

Requirements

• Master’s degree in Administration or Law degree with at least 5 years relevant work experience, or combination of degree and experience equivalent.
• Experience with processing investment related legal documentation.
• Familiarity with legal status of international organizations a plus.
• Basic understanding of economic and financial principles and terminologies.
• Excellent skills in organizing, prioritizing, and coordinating work.
• Capacity to deliver a substantial and proficient level of work independently.
• Sense of responsibility, integrity, and positive attitude.
• Ability to identify relevant issues and risks which could have an impact on the investment and liaise with the relevant PEN stakeholders and LEGFI accordingly.
• Dedicated team player with excellent organization skills, proactive, keen attention to detail, and a demonstrated ability to handle a variety of concurrent activities in a timely manner with minimal supervision.
• Excellent interpersonal and communication skills, with ability to interact tactfully in internal/external contacts at all levels, exercising good judgment in handling confidential and sensitive information.
• Flexibility to perform a variety of tasks and expand the scope of work and responsibilities, with willingness to work overtime on short notice and committed to achieving individual and team results.
• Highest ethical standards.

Skills

• Investment Legal Documentation
• Finance Principles
• Economic Principles
• Investment Risk Identification
• Stakeholder Liaison
• Investment Pipeline Development
• Legal Documentation Coordination
• Investment Administration
• IT Solutions Collaboration
• Work prioritization
• Work Coordination
• Confidential Information Handling
• Ethical Standards
• Interpersonal Communication
• Organizational Skills

Languages

English