Senior Associate, Financial Institutions
W
WaterEquityImpact Investing
Remote, based in USAFull-TimeSenior
Salary60000 USD per year
Apply NowOpens the employer's application page
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
- Minimum of three (3) years of directly relevant work experience in an investment/credit rating role
- Experience 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
- 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
View Full Description & ApplyYou'll be redirected to the employer's site
