Portfolio Analyst

IFC—a member of the World Bank Group—is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record $43.7 billion to private companies and financial institutions in developing countries, leveraging the power of the private sector to end extreme poverty and boost shared prosperity as economies grapple with the impacts of global compounding crises. 

IFC is recruiting a Portfolio Analyst for its Africa Infrastructure department. The hiring group is responsible for sourcing and executing investment transactions in the power, utilities, logistics, telecoms, municipal finance, and transportation sectors in Johannesburg, South Africa or Cairo, Egypt. The Portfolio Analyst works closely with IFC’s Investment Officers (IOs), who are responsible for the origination, negotiation, structuring, and subsequent supervision of the IFC’s investment projects. This position is expected to cover all infrastructure sectors with a focus on investment portfolio supervision and portfolio administration, and is based in Cairo, Egypt. 

Duties and Accountabilities: 

• Provide analytical support to the Portfolio Leads to monitor portfolio compliance, operational risk and overall performance of client portfolio companies as well as client interaction on a day-to-day basis;
• Preparation of the Quarterly Portfolio Review presentation for Portfolio Review Meetings and relevant material for other Compliance Meetings which includes but not limited to: extract data from different sources, constant communication with other supporting units to obtain relevant information, preparation of data analysis, tables, graphs, and circulation of the presentation for review and final management approval;
• Support the completion of IRP and quarterly valuation exercises;
• Assist in the preparation of quarterly dividend reports, annual dividend projections, equity sales plan, and update the system as needed;
• Provide support to the unit on the quarterly loan loss reserve meetings;
• Conduct financial analysis and research of portfolio issues;
• Monitor portfolio projects in terms of internal risk assessment and compliance as well as client interaction on a day-to-day basis
• Support ad-hoc requests such as gathering information and data analysis on the industry/sector companies and regional/country exposures including comparative analysis per the request of portfolio IOs and management;
• Assist in the preparation of project supervision related documents under close guidance from the relevant portfolio IOs; act as the ‘go-to’ person for data/research and all relevant IT systems;
• Support the preparation of amendments/waivers / consents and/or circulation of workflows;
• Oversee the project closure monthly exercise;
• Track compliance of the insurance and environmental requirement for all portfolio clients in coordination with the Investment Support Unit. Set up quarterly review meetings to address deficiencies;
• Monitor the Project Handover process and maintain our internal records up to date;
• Provide oversight to clients’ compliance with reporting requirements, ensure proper filing, and submit monthly reminders on upcoming due reports to the portfolio IOs;
• Prepare monthly statistics on reporting compliance tracking, insurance and handover status for the management’s review;
• Review, analyze and provide feedback on the Departmental Scorecard results;
• Track and record the development impact of portfolio projects. Preparation and quality control of AIMM scores and Additionality on a yearly basis, preparation of reports as needed, constant communication with the AIMM team, Measurement Specialists and portfolio IOs;
• Knowledge management and retention, application of best practices and IFC standards across teams in the regional and local environment. Act as the primary point of contact for key matters related to policies, procedures and systems;
• Provide analytical support to process improvements and related IT initiatives;
• Assist Portfolio Leads in oversight and guidance to the Portfolio Assistants, with a view to foster solid teamwork;
• Act as Information Quality Steward for the Department.

Selection Criteria:

• A bachelor’s or equivalent degree with a specialization in Finance, Business, or Economics – enrollment in the CFA program is a plus;
• At least 2 years of experience with a development finance institution, a commercial bank, a financial institution or a private equity firm, with a proven track record, including experience creating financial models (experience in portfolio supervision and demonstrated knowledge of IFC’s portfolio procedures, processes and portfolio databases will be a plus);
• Proficiency in the use of Excel and PowerPoint;
• Superior administration, organizational and time management skills;
• High level of accuracy and attention to detail with sound analytical skills;
• Ability gather and organize information and present findings in a concise format;
• Ability to think independently, proactively address clients’ needs, analyze problems, identify and take lead on defining appropriate solutions;
• Good interpersonal communication, strong written and oral communications skills;
• Genuine commitment to development and to the World Bank Group and IFC’s mission, strategy and values;
• Demonstrated teamwork skills with ability to work successfully in multicultural teams and across boundaries;
• High level of discretion and confidentiality;
• Excellent verbal and written communication skills in English; fluency in other languages (French) is a plus

Source: https://worldbankgroup.csod.com/ats/careersite/JobDetails.aspx?id=27287&site=1