Senior Associate, Financial Institutions
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WaterEquityInvestment Management
Remote, based in USA, Europe, or AsiaFull-TimeSenior
Salary60000 USD per year
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Job Details
- Languages
- English, Spanish
- Experience
- 3-6 years
- Required Skills
- Microsoft Excel
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is a plus.
- Minimum of three (3) years of directly relevant work experience in an investment/credit rating role, such as in private credit or impact investing in Asia / Latin America & Caribbean.
- Proven track record in executing debt transactions/credit rating of financial institutions in emerging markets.
- Experience assessing financial institutions.
- Experience preparing investment committee memos/reports.
- Experience building and analyzing financial models.
- Advanced financial modelling skills in Excel.
- Strong analytical thinking.
- Outstanding communication and presentation skills in English and Spanish.
- Ability to work well in a team as well as independently.
- Ability to thrive in a dynamic, fast-paced culture and adaptable to change.
- Passion for impact investing and familiarity with retail or SME loan products in emerging markets, preferably housing or water and sanitation loans.
- Experience in a remote working environment.
Responsibilities
- Support each stage of the investment process, including business development and screening, negotiations, due diligence and presentation to the investment committee.
- Conduct initial assessments of target companies, markets, and regions to determine alignment with WaterEquity’s investment thesis.
- Support origination efforts, and support in managing client relationships during the deal process.
- Play a key role in due diligence processes, including coordination with internal teams, external consultants, and potential clients.
- Conduct financial, ESG, and impact analysis, including financial modeling and credit assessment.
- Prepare investment documentation and presentation for the Investment Committee, detailing strategic rationale, financial projections, risks, and impact potential.
- Monitor the financial and operational performance of portfolio companies.
- Support management of covenant breaches, watch-list investments or problem cases.
- Track country, market, and sector risks relevant to the portfolio.
- Support coordination with parent company, Water.org, in the delivery of water and sanitation technical assistance to investment candidates.
- Work closely with Principal, Financial Institutions Investments, to refine strategies, process, and analytical tools.
- Provide broad, flexible support to the team as needed across transactions, portfolio management, and cross‑functional initiatives.
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