Investment Analyst – Business Development Unit (BDU)

Vacancy Number: 1923

Job Profile

The incumbent supports (Senior) Investment Managers primarily in the process of building pipelines of projects, new project screening and analysis as well as maintaining high standards of client service. In line with these responsibilities, the Investment Analyst will review and/ or develop financial models, carry out financial analysis and sensitivities of projects, and assist in the preparation of credit, guarantee and investment proposals for credit committee and Governing Board approval, in accordance with processes and procedures, in order to enable decision making based on reliable, valid, timely and complete information.

Duties and Responsibilities

Data collection & financial analysis

• Undertakes rigorous analysis of clients’ historical financial statements and runs sensitivities.
• Assists in developing financial models based on client/project information, reviews and audits client financial models applying sound knowledge of client’s business and the principles of finance.
• Conducts country, industry and market research.
• Participates, where required, in the appraisal/due diligence of new projects under consideration including joining (Senior) Investment Managers on due diligence missions.
• Participates in investments structuring and negotiations alongside (Senior) Investment Managers.

Support

• Supports (Senior) Investment Managers in preparing project approval documentation for internal approval processes.
• Engaging with internal stakeholders and clients on data inquiries, document scrutiny, and financial statement evaluations
• Supports business development effort alongside (Senior) Investment Managers/Director.
• Support the planning and organisation of business development missions and may join (Senior) Investment Managers in these missions.

Documentation and back up

• Assists (Senior) Investment Managers in the Management Information System and ensures data integrity.
• Maintains database of pipeline projects by geography, business segment and for main strategic partners (DFIs, Commercial Banks and project sponsors).
• Carries out other tasks that are related to the job function, assigned by the Director Business Development Unit.

Performs other duties as required by the Director.

Qualifications and Experience

• A Bachelor’s degree in Economics, Commerce, Business Administration, Finance, or a related field.
• A minimum of 3 years of relevant professional experience in a private sector division or unit at a development finance organisation, with a banking institution (including commercial or investment bank) or with a major consulting/accounting firm.
• Demonstrably strong experience in financial analysis within an international development finance institution, banking institution or consulting company is required. Experience in specific sectors such as in infrastructure, manufacturing, agriculture and services, or financial institutions is an advatage.
• Proficiency in Microsoft Office suite, including Word, Excel and PowerPoint.
• Strong quantitative/numerical skills with experience interpreting financial information and developing and analysing financial models is required.
• Robust analytical skills with regard to financial institution performance and activities is required.
• Sound analytical and conceptual skills encompassing finance and the associated areas of financial investment, project finance, corporate finance and economic is required.
• Fluent in English, including excellent presentation skills. Good working knowledge of Arabic, French or Spanish is an added advantage.

Competencies

• Subject Matter Knowledge – The in-depth understanding and expertise in specific fields relevant to the OPEC Fund’s operations and the individual’s role. Ability to keep up to date with events and topics in the field of expertise.
• Effective Planning and Follow Up – The ability to set clear goals and priorities; skilfully organize tasks for efficiency; consistently follow through and deliver on commitments and plans.
• Ability to Work Under Pressure – The capacity to remain composed, focused and productive when facing tight deadlines, high-stakes situations and demanding workloads.
• Collaboration and Teamwork – The ability to effectively work with colleagues, stakeholders and partners to achieve shared goals.
• Cross-Cultural Sensitivity – The ability to take into account the variety of the human experience and how it contributes to the workplace and to demonstrate respect for diverse cultures and viewpoints.