Location: Bethesda,MD, USA
**Senior Investment Analyst, MicroVest**
City/Country Location Details **Bethesda, MD**
Employment Status **Full-Time Regular**
Job Type **Corporate**
**Job**
Job Title: Senior Investment Analyst, Investments
Department: Investments
Reports to: Investment Operations Officer
Work Location: Bethesda, Maryland
**About MicroVest**
A DAI Global Company, Microvest Capital Management, is an asset management firm dedicated to applying a commercial framework to investing in unbanked and under-served markets. We focus on a sustainable investment process that provides private capital to responsible microfinance and small and medium-sized enterprise (MSME) finance institutions, as well as other financial vehicles, in frontier and emerging markets. We believe a commercial approach offers the most effective, scalable, and sustainable solution for generating meaningful financial and social returns to our investors. Since our founding, Microvest has disbursed more than $1 billion to over 200 microfinance and SME finance institutions in more than 60 countries.
A wholly owned subsidiary of DAI Capital, LLC, Microvest is a registered investment adviser, Certified B Corporation.
**Our Culture**
Microvest (MV) is committed to excellence in purposeful investing. We strive to generate sustainable returns for our investors worldwide. Our hiring process seeks to identify highly skilled individuals with deep domain expertise and a strong commitment to financial inclusion. A unique combination of experience, industry knowledge, and extensive networks enable our team to identify opportunities, conduct due diligence, invest, and monitor our portfolio with efficiency, prudence, and creativity. Our portfolios are managed by a diverse team of experienced investment professionals who have lived and worked in many of the emerging and frontier markets where we invest. Our culture emphasizes collaboration and a commitment to socially responsible investing.
**Position Overview**
The Senior Investment Analyst is responsible for monitoring performance metrics and trends of RFIs held in MicroVests portfolios, while supporting the Investment Team in assessing and managing portfolio risk, developing, and managing RFI relationships, and underwriting RFI transactions.
This is a full-time permanent position and U.S. work authorization is required.
**Responsibilities**
**Portfolio Monitoring**
+ Monitor portfolio RFI performance metrics, trends and compliance with legal agreements; analyze trends and report issues to the attention of the Chief Risk Officer.
+ Perform quarterly monitoring of RFI performance.
+ Liaise with portfolio RFIs to obtain timely reporting of financial and portfolio data.
+ Analyze financial and portfolio data using standardized financial analysis templates.
+ Follow up with portfolio RFIs to resolve data issues and obtain further information.
+ Highlight trends/issues and follow up with relevant Investment and Risk team members.
+ Participate in update calls with portfolio RFIs and relevant Investment Officers.
+ Maintain and update credit risk scoring models (quarterly) for portfolio RFIs.
+ Monitor portfolio company compliance with reporting and financial covenants.
+ Support Investment, Legal and Risk teams to resolve issues.
+ Track portfolio companies in forbearance or restructuring status, participate in weekly meetings addressing forbearances/restructurings, covenant breaches.
+ Maintain MicroVest database of portfolio RFI financial information.
+ Monitor integrity and timeliness of data.
+ Prepare reports from database to identify portfolio risk characteristics and trends.
+ Prepare periodic written analyses of portfolio company performance trends.
+ Qualitative analysis of portfolio RFI operations, management, and governance.
+ Liaise with Risk team to produce requested reviews of portfolio RFI performance and summaries of portfolio RFI risk evolutions.
+ Contribute to valuations of debt and equity investments.
+ Update portfolio company credit risk scores using MV proprietary internal obligor and sovereign scoring models for use by Risk and F&A teams in performing valuation of debt investments.
+ Provide analysis of portfolio RFI performance, market comps, and market trends to justify valuations of legacy equity investments.
**Underwriting Support**
+ Provide underwriting support to Investment Team as directed.
+ Perform country risk analysis economic, political, regulatory, business environment, financial sector.
+ Perform financial analysis of prospective and existing portfolio RFIs.
+ Assist in the preparation of Deal Alerts and Investment Committee Memos.
+ Support Investment Team due diligence and monitoring activities, attend regional conferences.
+ Support the investment closing and disbursement process.
+ Additional responsibilities as deemed necessary.
**Qualifications & Skills**
**Minimum Requirements:**
+ P4: Minimum of 2 years of relevant professional experiencein the financial sector such as banking, investment management, finance or accounting, and a college degree Accounting, Finance, International Relations. Equivalent combinations of education and experience will be considered.
+ **Professional working proficiency in Spanish** .
+ Excellent organizational skills and attention to detail.
+ Self-directed with strong organizational skills and the ability to prioritize multiple tasks/competing deadlines simultaneously.
+ Able to work as part of a decentralized team with minimal oversight.
+ Able to handle confidential and/or sensitive information with discretion.
+ Excellent written and oral communication skills, with the ability to communicate clearly and professionally with internal and external clients, and tailor communication style to diverse audiences.
+ Able to build and maintain excellent working relationships with staff at all levels of the organization and external clients from diverse backgrounds.
+ Work experience or academic training in business and financial statement analysis.
+ Experience and interest in international development or finance, particularly in emerging markets.
+ Strong analytical skills, attention to detail, and solution-orientation capabilities.
+ Proficient with Microsoft Office software and experience and interest in database management and reporting.
+ Able and willing to adjust work schedule, if needed, to support teams located in different time zones/countries.
+ Able and willing to travel to any country where DAI currently operates or may wish to operate, barring times when DAI Global Security has deemed travel unsafe.
+ Demonstrated ability to create inclusive work environments and work effectively within a culturally diverse environment.
+ Authorized to work in the United States.
**Compensation & Benefits:**
For employees working the United States, the full-time equivalent annual base salary for this position is expected to be between $71,667 to $77,991. Salary for part-time employees will be prorated based on actual hours worked. Actual offers will be based on several factors including, but not limited to, qualifications, relevant education, experience, skills, seniority, performance, and business or organizational needs.
Eligible U.S. based employees, will be able to enroll in medical, dental and vision insurance, plus a 401(k)-retirement plan with a company match. Additionally, employees will be eligible for company-paid annual leave (vacation & holidays), sick leave, parental leave; as well as short- and long-term disability coverage. Detailed information will be provided at the time a formal offer is extended.
For employees working outside of the United States, compensation and benefits will vary based on location.
Additionally, U.S. based temporary employees of DAI may be eligible to accrue sick leave based on their hours worked in accordance with local law; and may be eligible to participate in DAIs 401(k) retirement plan, with a company match. Eligibility for DAIs other health and welfare benefits is subject to the plan documents. Detailed information will be provided at the time a formal offer is extended.
For employees working outside of the United States, compensation and benefits will vary based on the location.
**Equal Employment Opportunity**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
DAI and its employees are committed to confronting discrimination in all forms, nurturing respect for our interpersonal relationships, and holding ourselves accountable for positive change within the company and in the communities, cultures, and countries in which we live and work. DAI is committed to attracting and retaining the best employees from all races, ethnicities, and backgrounds in our continued effort to become a better development partner.
DAI upholds the highest ethical standards. We are committed to the prevention of sexual exploitation, abuse, and harassment as well as other ethical breaches. All our positions are therefore subject to stringent vetting and reference checks.
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