Career Opportunities

Portfolio Management Officer – Equity

Responsibilities:

• A. Monitoring of investment performance and compliance
  • Supervise the financial performance of investee companies or funds after handover to IMD (typically, after first disbursement).
  • Assure client company compliance with investment agreements as well as timely delivery of any reporting and/or other requirements.
  • Analyze periodic financial statements and other reports and develop an informed opinion about expected future performance while identifying and updating risk factors.
  • Process updates and provide recommendations to the Risk Management Department regarding the internal ratings of equity assets, track evolution over time and flag any negative developments or downgrades for further scrutiny. Perform periodic valuation of the Bank’s equity investments and monitor progress towards achieving original investment goals.
  • Process disbursements from the Bank to the investee companies of funds, as well as the receipt of dividends, bonus shares and/or the impact of stock-splits.
  • Prepare at the appropriate time (e.g., when investment objectives have been achieved and an exit opportunity arises) a recommendation to sell the equity stake, execute the sale and process receipt of the proceeds.
• B. Early identification of risks and design of appropriate remedies
  • Identify and provide early warnings to management about critical deviations from the original investment thesis or newly emerging risks, while simultaneously proposing appropriate action plans or remedies and coordinating related activities with internal and external stakeholders.
  • Advise preemptively on project, sector and country issues which may impact the financial and/or developmental performance of investee companies or funds.
  • Assist IMD in developing a comprehensive early warning system throughout the equity portfolio.
• C. Management of the relationship with internal and external stakeholders.
  • Effectively manage the relationship with external stakeholders (such as fund managers, co-investors, counsel and advisers) and internal parties (including Risk Management Department, Office of the General Counsel, Office of the Controller, management team), and ensure good communication with all to assess and implement the most appropriate course of action in any given situation.
• D. Generating experience and knowledge feedback loops
  • Identify and summarize lessons learned from the existing portfolio and feed this knowledge back to other teams.
  • Guide junior team members in all tasks related with equity portfolio management.

Requirements:

• Minimum 5-8 years of relevant working experience in managing a portfolio of private sector infrastructure projects or investments.
• Such experience should include having actively managed equity investments, generating portfolio reviews and monitoring reports and recommending possible course of action, and successfully addressing portfolio issues.
• Sound knowledge of equity investment valuation techniques, equity markets, equity fund management practices obtained through previous work at multilateral financial institutions, investment banks or private equity funds.
• Superior written and verbal communication skills in English with demonstrable ability to think strategically and synthesize complex issues (translated into effective oral and written briefs and ability to comprehend and review complex investment contracts).
• Very good understanding of types of issues that can affect investments in project companies, either indirectly through investments in funds or with direct investments into such companies, and ability to identify and address operational issues and problems.
• Ability to assist in developing elements of learning and knowledge dissemination activities.
• Comfortable in handling investments’ financial models, reviewing overall integrity and reasonableness, and running sensitivities as needed. Experience in building and auditing financial models would be a plus.
• Ability to collaborate with others in the organization as well as proven ability to function in teams and contribute positively and productively to other team members and to the team's work and output, demonstrating respect for different points of view.
• Experience in Asia would be a plus (including the Middle East and Central Asia).
• Master's degree (such as finance, business administration or similar field relevant to the AIIB’s operations).

Previous experience and qualifications will determine the employee level at which a successful applicant will enter AIIB.

AIIB is committed to diversity, transparency and inclusion. We believe our strength comes from having a team with the right diverse skills, experiences and abilities selected through a merit-based competitive process. We actively encourage applications from people from both within and outside AIIB members, regardless of nationality, religion, gender, race, disability or sexual orientation.

Join us and help create a prosperous and sustainable Asia while growing your career in a diverse and innovative environment.