Investment Analyst, Washington, United States

Organization: The World Bank

Country: United States

City: Washington

Office: World Bank in Washington, United States

Closing date: Friday, 3 December 2021

Investment Analyst

Job #: req13958

Organization: World Bank

Sector: Treasury

Grade: GE

Term Duration: 2 years 0 months

Recruitment Type: Local Recruitment

Location: Washington, DC,United States

Required Language(s): English

Preferred Language(s): Closing Date: 12/3/2021 (MM/DD/YYYY) at 11:59pm UTC

Description

Do you want to build a career that is truly worthwhile? Working at the World Bank Group provides a unique opportunity for you to help our clients solve their greatest development challenges. The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty, increasing shared prosperity and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges. For more information, visit www.worldbank.org

The Pension and Endowments Department (PEN) is responsible for the financial management and administration of the World Bank Group’s funded benefit plans, including the retirement scheme - the Staff Retirement Plan, the retiree medical and life insurance programs - the Retired Staff Benefits Plan, and other ancillary benefits. The financial management includes asset management responsibilities and actuarial support. PEN manages approximately US$36 billion invested across a range of asset classes, including fixed income, public equities, private equity, real assets, private credit and absolute return strategies. The Pension Finance Committee, appointed by the Bank Group President and chaired by the Chief Financial Officer, has oversight responsibility for the financial management of the plans. PEN’s responsibilities also include the delivery of technical assistance on multi-asset class investment management to pension plans, endowments and funds for the future, and the management of the Pension Administration function. PEN identifies, selects, evaluates, and monitors investments, mainly through outside managers, on a global basis.

The Investment Analyst will be part of the Private Equity team.

Roles & Responsibility: As part of the Private Equity Team, the Investment Analyst will assist and support the investment team in executing its work program. The specific duties will be, but are not limited to, the following tasks:

Review and assist in preparation of performance reporting package on a monthly and quarterly basis (in conjunction with the middle office);
Preparation of weekly Investment Committee materials (agenda, minutes);
Maintain and monitor investment pipeline (Investment Activity Report) and forward calendar;
Assist in reviewing investment proposals and selecting outside private equity fund managers; czUN9Nn Dh7qKS

Assist with due diligence and documentation for new investments, including investment memos, performance analysis, quality of teams and investment strategy, investment theses and risks, and expected returns;
Assist in preparing presentations for the Pension Finance Committee;
Assist in monitoring and supervision of current portfolio of existing managers (quarterly update calls and meetings);
Perform research on overall private equity markets as well as specific sub-sectors such as buyouts, venture, growth capital and distressed;
Monitor/research the private equity market;
Maintain benchmarking and comparative statistics (Cambridge Associates); and

Assist in additional projects as needed within PEN.

Selection Criteria

1. Masters degree required, preferably in finance, business or economics, and two years relevant work experience in finance and investments (focus on analytical methods and quantitative analysis preferred), or appropriate combination of education and relevant experience. 2. Professional Certification in CFA and/or CAIA is a plus. 3. Proven quantitative and qualitative analytical and problem-solving skills. 4. Proficiency in Excel and Excel macros, Word and Powerpoint is required. Familiarity with other quantitative analytical packages is desirable. 5. Creative thinker, and quick learner, with initiative, drive and attention to details. 6. Proven capacity to multi-task, deliver results and respond quickly and effectively to requests. Ability to work under pressure. 7. Excellent communication -- both verbal and written skills are required. Experience giving presentations and trainings is desirable. 8. Good team player with strong interpersonal skills, and commitment to work in a team-oriented, multi-cultural environment. 9. Highest ethical standards.

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.

Link to the organization’s job offer: https://unjobs.org/vacancies/1637428231097