Investment Advisor

Summary

Join Dexis Professional Services (DPS) as an Investment Advisory Specialist and contribute to impactful global missions. You will support the sourcing, vetting, and structuring of transactions across various financial products. Responsibilities include market research, financial analysis, due diligence, and stakeholder engagement. The ideal candidate possesses 3-5 years of investment experience, expertise in emerging markets, and strong analytical and negotiation skills. Experience in specified regions and sectors is highly valued. Dexis offers a competitive benefits package, including healthcare insurance and other staff welfare benefits.

Requirements

• Master’s degree in business studies, international relations, finance, business, economics, political science, or a related field, with an optional CFA
• 3-5 years of experience working in an investment role (as an originator, analyst, underwriter, etc.)
• Experience with financial modeling and financial statement analysis
• Local solid networks and years of living and working in target regions
• Expert understanding of emerging market venture, debt, growth capital, private equity markets, political risk insurance, and other investment products
• Expert skill in analyzing business plans for equity and debt investments in emerging markets and the ability to evaluate the effectiveness of prospective company managers in carrying out the proposed business plan
• Ability to negotiate and structure complex finance agreements
• Skill in working with key internal and external stakeholders strategically and discreetly
• Broad and comprehensive knowledge of international business practices
• Working, often independently or with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines
• Demonstrated ability to produce written materials that are clear and succinct
• Delivering customer service and resolving customer queries

Responsibilities

• Lead, organize, and develop market intelligence and analysis on potential clients and other business development leads in focus sectors
• Identifies sources of potential information and devises methods and strategies to identify opportunities and challenges in assigned countries and sectors; develop relationships and manage robust communication networks with potential deal leads and other key stakeholders
• Identify key potential clients or client groups, associations, industry sectors, regions, and/or target markets on which marketing efforts should focus in line with agency priorities
• In close coordination with the Regional Managing Director, perform early-stage analyses of the proposed projects' commercial viability and development impacts
• Conduct in-depth analyses of new transaction proposals to determine their financial, technical, economic, legal, and political feasibility, and share recommendations to determine whether the proposals should proceed for additional scrutiny
• Work with and modify sponsor-provided financial projections to assess logical model construction and adequacy of business case assumptions for the proposed financing and/or insurance. As necessary, creates financial models and conducts sensitivity analyses to test project assumptions and key economic drivers
• Consult with recognized industry experts on the technical aspects of proposed projects. To that end, obtain information through field visits, correspondence with officials of the host country, private firm representatives
• Support agency negotiations with key interested parties on loan terms, including collateral security and completion support, and policy requirements. Assist and advise in the coordination of project financial plans and co-creditor or re/insurance arrangements with other creditors, such as development banks, IFC, MIGA, U.S. Export-Import Bank, and commercial or investment banking institutions
• Perform initial financial due diligence of potential transactions, assist in structuring viable financing, and supports screening, committee, and other approval processes as necessary
• Review proposals submitted for all agency programs to determine their suitability. In those cases where projects do not qualify for assistance, the contractor refers sponsors to other appropriate entities for assistance
• Exercise a high level of tact and diplomacy in counseling clients who do not qualify for support
• Coordinate with the relevant business lines in Washington, DC, to develop screening memos to present to the appropriate business line
• Work with clients to fulfill requirements and complete screening and other application requirements. In coordination with deal teams, work with Credit Policy and Development Policy to support negotiations with key parties on financing terms, including collateral security and completion support, and policy requirements
• Work with key stakeholders in country to push transactions through screening to commitment, as needed
• Support deal teams with reviews and comments on contracts, obtaining appropriate agency clearances and in obtaining investor's signature and fee, where requested
• Serve as senior point of contact for the agency in the country, when designated
• Support business development, sourcing, diligence, and evaluation trips of key agency personnel in DC and agency leadership, as is necessary
• Maintain communication with U.S. and foreign corporations, U.S. and foreign commercial banks, relevant business associations, and development finance institutions as required for research and marketing, as well as due diligence, transaction execution, and post-close monitoring of the regional portfolio
• Cooperate and collaborate with other managers of business development programs and other initiatives (e.g., policy coordination group) to help assure their successful operation and implementation
• Participate in regional, industry-specific conferences or functional task forces to provide marketing advice as required. Leverage the U.S. inter-agency to support U.S. and international companies investing in the Northern Triangle Region. Supports visiting executives

Preferred Qualifications

• Evaluating or responding swiftly to requests for financial support from entrepreneurs, personnel, or businesses
• Experience evaluating and responding to requests to a development finance institution for financial support
• Broad and comprehensive understanding of development finance and the work of development finance institutions
• Experience working with USG and other development finance institutions

Benefits

• Healthcare insurance
• Other staff welfare benefits and perks