Portfolio Analyst

Portfolio Analyst

Description

IFC — a member of the World Bank Group — is 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. Our mission is to leverage the power of the private sector to end extreme poverty and boost shared prosperity on a livable planet. For more information, please 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 global manufacturing and services, agribusiness, health and education sectors. MAS’ sectors play a critical role in providing goods and services to consumers; addressing core needs, creating jobs, contributing to government revenue and stimulating growth. In IFC’s client countries, these sectors can account for as much as 80% of overall economic activity and can account for up to 90% of employment activity, particularly in the poorest countries.

MAS is looking for a Portfolio Analyst to be based in Vienna to support the Regional Industry Managers (RIMs) and Regional MAS team in the management of MAS’ regional debt and equity portfolio in Europe and Central Asia. 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 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.

Duties and accountabilities :

Responsibilities include (but are not limited to) :

• 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.
• Monitor the collection of income and fees from loan portfolio clients. Inform RIMs 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.
• Assist in development impact evaluation, environmental management and insurance tracking, which entails following up with the relevant units for delinquent reviews, sending reminders to IOs on expiring reports, and coordinating with IOs for actions that need to be taken to address deficiencies;
• 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.
• Maintain the MAS Europe 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

• Bachelor’s degree in business, finance, accounting or equivalent field is required with a minimum of 3 years relevant work experience.
• Excellent knowledge of Word, Excel (PivotTables, Power Query, advanced formulas), PowerPoint and aptitude to learn new systems and databases is a must.
• 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 plus fluency in English is a must. Ability to speak a second language 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 Europe region and regional business practices is a plus.
• Knowledge of IFC's portfolio procedures and processes, or strong previous relevant experience is a plus.

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.