Portfolio Analyst – GE

IFCa member of the World Bank Groupis 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 2024, 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 in developing markets. For more information, visit www.ifc.org.

The Manufacturing, Agribusiness & Services (MAS) Industry Group plays an important role in supporting IFC’s strategic priorities, covering investments in the manufacturing, agribusiness and services sectors (‘services’ include health and education plus tourism, retail and property). MAS’ sectors play a critical role in providing goods and services to consumers; their development helps address core needs and create jobs thereby contributing to government revenue and stimulating growth. These sectors can account for as much as 80% of overall economic activity in a country.

The MAS team covering the countries of the Middle East, Central Asia, Türkiye, Pakistan and Afghanistan (MCT) seeks a Portfolio Analyst whose primary job will be to support two MAS MCT Regional Industry Managers (RIMs) with supervising the MAS MCT regional debt and equity portfolio of around US$2 billion. The Portfolio Analyst will provide analytical and administrative support to the RIMS by conducting portfolio risk analysis, making recommendations on portfolio actions and, monitoring investment compliance and reporting. The Portfolio Analyst will also help manage the MAS MCT new business pipeline and ensure timely reporting to senior management. Time permitting and as part of the growth of the role, the Portfolio Analyst may be asked to engage on select duties for new business transactions.

The Portfolio Analyst will be an integral part of a team of Investment Officers (IO) who are responsible for the design, negotiation, structuring, and subsequent supervision of MAS’ investment projects in the region.

This position is well suited for a self-motivated and highly responsive individual that is not only passionate about and comfortable with working with large sets of data – but also someone who gets excited about finding meaning within that data to successfully transform them into meaningful and telling presentations. A candidate should therefore have experience and skill in financial portfolio data analysis, data reporting, and presenting findings in power point format.

The position will be located in one of IFCs offices which could include Amman, Jordan; Istanbul, Türkiye; Tashkent, Uzbekistan; Almaty, Kazakhstan; Karachi, Pakistan; Riyadh, KSA; Dubai, UAE. Candidates are asked to state location preference if they have one and any limitations.

Role and Responsibilities:

– Provide analytical support to RIMs in evaluating risk and recommending active portfolio management actions. Analyze trends and discuss quarterly changes in portfolio profitability metrics and returns (Cash Income, Controllable Cash Income, RAROC, IRR, Dividend Yields etc.), risk ratings and portfolio quality;

– Lead all aspects of portfolio compliance activities including timely completion of risk ratings, quarterly monitoring and other supervision reports, loss reserves and valuation exercises, and ensure consistently high level of performance in portfolio compliance scorecard;

– Track progress with equity sales plan, dividends received, capital gains and portfolio returns. Review and comprehend stock analyst reports, and track analysts’ stock recommendations. Alert relevant RIM and IO to company updates and changes in stock recommendations;

– Use Bloomberg to prepare regular reports on share price performance, trading volumes, market performance etc. and track performance of MAS’ listed equity portfolio vs. the market;

– For the critical portfolio exposures, support relevant RIM in monitoring and analyzing industry trends, company updates and reporting back to the relevant RIM and IO;

– Monitor the collection of income and fees from loan portfolio clients. Inform relevant RIM and IOs of arrears. Follow up with IOs on outstanding payments and analyze impact to NPLs and profitability;

– Prepare quarterly portfolio reports, review such reports for accuracy and consistency in reporting. Analyze and interpret portfolio reports to prepare summary of portfolio performance for discussion at quarterly portfolio meetings;

– Support quarterly portfolio meetings by scheduling meetings, compiling materials, identifying areas of risk and concern, and benchmarking performance for the division.

– Address ad-hoc information requests from regional and senior management teams, and coordinate portfolio evaluation and impact exercises like stress tests related to external shocks and developments.

– Assist in the preparation of internal supervision documents (waivers, amendments, Disbursements, Spreading of financials for IRP) and IFC development outcome measurement indicators and insurance with input/guidance from the relevant IO

– Rigorously monitor reporting timing compliance by IOs with persistent follow up on non-compliance

– Maintain the MAS MCT pipelines for internal division and corporate level reporting purposes.

– Other tasks and activities related to portfolio management and coordination that may be assigned from time to time.

Selection Criteria

– Bachelors degree in business, finance, accounting or equivalent field

– Preference for 2-4 years relevant work experience (finance, accounting etc)

– Without exception, excellent knowledge of Word, Excel, PowerPoint and aptitude to learn new systems and databases

– Strong report building skills with the ability to convert raw data into business insights

– Strong numerical, analytical and conceptual skills encompassing finance and the associated areas of investment and portfolio management.

– Excellent written, verbal communication and presentation skills in English is a must. Ability to speak Arabic, Turkish or Russian is a plus.

– Ability to think independently, analyze problems and identify appropriate solutions is a must.

– Excellent organizational, administrative and time management skills with proven ability to work efficiently in parallel on multiple fronts under time constraints.

– Strong interpersonal skills and the ability to work with stakeholders at all levels (inside and outside IFC) with demonstrated teamwork and client service orientation is a must.

– Knowledge of the MCT region and regional business practices is a plus.

– Knowledge of IFC’s portfolio procedures and processes, or strong previous relevant experience is a plus.

WBG Culture Attributes:

1. Sense of Urgency – Anticipating and quickly reacting to the needs of internal and external stakeholders.
2. Thoughtful Risk Taking – Taking informed and thoughtful risks and making courageous decisions to push boundaries for greater impact.
3. Empowerment and Accountability – Engaging with others in an empowered and accountable manner for impactful results.

World Bank Group Core Competencies

The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities.

We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.

Learn more about working at the World Bank and IFC, including our values and inspiring stories.

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