Place Title: Affiliate, Threat and Portfolio Administration
Reporting To: Principal, Threat and Portfolio Administration
Division: Funding Administration
Location: Distant (choice for U.S. Central and Jap time zone, Africa, Europe, or Latin America)
Agency Overview
WaterEquity is an influence funding supervisor devoted to mobilizing personal sector investments to speed up common entry to water and sanitation. Since its launch in 2016, WaterEquity has raised 5 funds with over $460M in dedicated capital to fixing UN Sustainable Improvement Purpose 6. WaterEquity investments are designed to develop entry to water and sanitation amongst low-income and underserved communities in rising and frontier markets. By its subsidiary, WaterEquity is a U.S. Securities and Trade Fee-registered funding adviser. Study extra about us at https://waterequity.com/.
Abstract
WaterEquity is searching for an Affiliate on the Threat and Portfolio Administration Staff to supply portfolio monitoring and analytical assist. The function will work intently with the worldwide funding group to handle and analyze monetary, operational, and influence knowledge for WaterEquity’s investments. These investments include lending to monetary establishments that on-lend to households and enterprises for water and sanitation. WaterEquity additionally lately launched a brand new funding technique centered on fairness investments in water and sanitation tasks and corporations. The Affiliate would assist throughout each methods, with a major concentrate on the monetary establishment lending portfolio. The Affiliate, Threat and Portfolio Administration will report back to the Principal, Threat and Portfolio Administration.
The best candidate brings 3-5 years of robust expertise in monetary evaluation, danger, portfolio administration, and/or funding administration and is keen for alternatives to study and develop. The function is a superb alternative for an early-career skilled with a ardour for influence investing, a watch for element, robust analytical abilities, and who’s snug with change. The best candidate thrives in a start-up tradition, excels at impartial work and communication, and is ready to handle a number of tasks concurrently. The candidate must be snug working remotely and with group members in numerous geographic areas. WaterEquity is a totally distant firm,
Necessities
Job Tasks
- Load reported monetary and influence knowledge into portfolio administration software program and replace quarterly credit score scores
- Monitor investee reporting necessities, together with covenant compliance certificates, to make sure compliance with funding agreements
- Monitor, handle and analyze nation and foreign money danger knowledge for nations the place we have now investments or are contemplating making investments
- Analyze monetary, operational, and influence knowledge from investees to establish dangers and perceive traits
- Assist keep and construct out danger and portfolio administration instruments used throughout the funding administration group
- Assist keep and develop danger and portfolio administration dashboards in Energy BI
- Construct knowledge validation automation to catch knowledge integrity points
- Handle and keep datasets and carry out knowledge validation/high quality assurance evaluation for datasets inside and throughout a wide range of platforms, together with iLEVEL and Salesforce
- Function a Salesforce energy consumer for the Funding Administration group, together with creating new fields, enhancing web page layouts, managing knowledge high quality, creating experiences, and many others.
- Collaborate throughout departments to grasp their knowledge necessities, create instruments to enhance the enterprise workflow, and enhance knowledge analytics
Abilities and {Qualifications}
- Bachelor’s diploma in Finance, Economics, Enterprise Administration, Accounting, or a associated subject.
- 3+ years of related work expertise in monetary assertion evaluation, danger evaluation, funding / portfolio administration, monetary knowledge administration, or a associated space.
- Expertise analyzing or monitoring debt and/or fairness investments in rising markets
- Superior Excel abilities and an analytical, problem-solving mindset
- Capacity to handle monetary knowledge plus establish, troubleshoot, and resolve knowledge points
- Aptitude for studying new techniques and course of enchancment
- Capacity to work independently and collaboratively with group members
- Curiosity in and data of influence funding and/or rising markets
- Efficient interpersonal and communication abilities and expertise in a distant working atmosphere
- Vital thinker with robust organizational abilities and a focus to element
- Fluency in English is required; choice for skilled working proficiency in Spanish.
Bodily Necessities
This function includes prolonged durations of sitting and reaching. This function requires the power to see, speak, and listen to.
Advantages
Compensation and Advantages
U.S.-Based mostly Worker: This place gives a base wage vary of $65,000-$75,000 USD. Whole compensation will likely be commensurate with training and expertise, and structured to mirror a aggressive package deal, to incorporate advantages, for a full-time group member.
Non-U.S. Based mostly Staff Member: This place will likely be employed by a world employer of report and assigned full-time to WaterEquity. All country-specific statutory necessities (e.g., depart entitlements) will apply. This place gives a base wage vary of $65,000-$75,000 (or the equal in native foreign money). Compensation will likely be commensurate with training and expertise and structured to mirror a aggressive package deal, to incorporate advantages. for a full-time group member.
No relocation advantages, work allow reimbursement, or visa sponsorship will likely be provided.
The right way to Apply
Click on the “submit software” hyperlink under.
WaterEquity is an equal alternative employer. WaterEquity recruits, employs, trains, compensates, and promotes no matter race, faith, coloration, nationwide origin, intercourse, incapacity, age, veteran standing, and different protected standing as required by relevant regulation.