Investment Analyst – Portfolio Management Unit (PMU)

Vacancy Number: 1924

Job Profile

The incumbent supports Director and (Senior) Investment Managers in managing the overall portfolio, analysing and monitoring on-going Private Sector & Trade Finance Operations Department (PSTFOD) operations, reviewing relevant project documentation, 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

• Review and analyse financial statements and projections, covenant compliance certificates and other reporting requirements from the clients.
• Ensuring the highest standards of portfolio data accuracy and preparing monitoring reports
• Prepare internal reporting requirements and provide analysis for Director Portfolio Management Unit.
• Participates, where required, in portfolio monitoring of projects under operation, including joining (Senior) Investment Managers on loan negotiation or monitoring missions.

Support

• Supports (Senior) Investment Managers in documentation negotiation of approved projects and processing of waivers, amendments and consents (WACs).
• Supports (Senior) Investment Managers for internal coordination with Legal, Risk, Finance and other relevant departments throughout the project cycle.

Documentation and back up

• Enters Disbursement requests in the Management Operating System.
• Enters project data in the Management Information System.
• Maintains project filing in the Document Management System.
• Carries out other tasks that are related to the job function, assigned by the Director Portfolio Management.

Performs other duties as required by the Director.

Qualifications and Experience

• A Bachelor’s degree in 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 or desirable.
• 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.