Investment Specialist

The Investment Specialist will lead the Deal Team in the Equity Investment Unit, contributing to the development of a best-in-class equity asset and portfolio management function. The role involves origination and processing of equity investments, portfolio management, strategy development, governance and risk advisory, external liaison, and staff management.

Responsibilities

• Originate equity investments and manage due diligence process ensuring assessment of risks and returns.
• Provide advice on direct equity structuring, valuation, and bidding strategy to the deal team.
• Assume primary relationship responsibility for assigned accounts and oversee monitoring of financial health and development impact.
• Review documents such as waivers, amendments, ratings, quarterly valuation, exit proposals.
• Serve as nominee director on the board of ADB investee companies.
• Ensure compliance to ADB's shareholder agreement rights and Environmental and Social safeguards standards.
• Evaluate portfolio based on composition, size, quality, concentration risk, diversification, credit quality migration, and valuation movements.
• Compare and implement approved exit strategies.
• Lead development of portfolio management strategy.
• Lead introduction of international best practices in corporate governance, risk management and internal controls at investee companies.
• Measure development, environmental and social safeguard outcomes.
• Develop relationships with financial intermediaries, institutional investors, commercial partners and business leaders.
• Analyze and report on market and investment trends.
• Oversee staff by providing clear direction, monitoring, feedback, and supporting learning and development goals.

Requirements

• A University degree in business administration, finance, or related fields; preferably at post-graduate level or its equivalent.
• At least 6 years of experience with the private sector in Origination, Processing and Portfolio management covering equity, capital markets and financial structuring.
• International experience working in several emerging markets with understanding and appreciation of equity markets and products.
• Structuring and financing capabilities.
• Experience in financial modeling, risk management and advanced valuation analysis.
• Expected to lead negotiations with portfolio companies, shareholders, sponsors and existing/new investors.
• Experience leading diverse team.
• Frequent travel to developing member countries (DMCs).
• Excellent oral and written communication skills in English, in particular ability in business writing.

Skills

• Equity Investment Origination
• Portfolio Management
• Capital Markets
• Financial Structuring
• Financial Modeling
• Risk Management
• Valuation Analysis
• Negotiation with Investors
• Team Leadership
• Emerging Markets
• Business Writing
• Equity Asset Management
• Strategy Development
• Governance Advisory
• Risk Advisory

Languages

English