Roles and Responsibilities

• Support investment team in analyzing business plans and financial statements, conducting desktop due diligence, researching markets and sectors; undertaking risk assessments, and preparing valuation analyses and investment proposals;
• Build and analyze financial models, including IRR analyses, business model projections and fund performance models;
• Support portfolio management and reporting on private investments held in WAM-managed emerging markets funds;
• Support in preparing quarterly monitoring reports and financial statements, as well as annual financial and social performance reports for presentation to the investment committee;
• Assist in record-keeping and reconciliation of financial statements for accountant and auditors, and provide other administrative support.
• Participate in and provide support for the ongoing management of each investment.

Required Qualifications

• At least 2-3 years’ experience in private equity, investment banking, transaction advisory or similar, full-time or internship;
• Bachelor’s degree in Accounting, Finance, Economic or related major;
• Excellent financial modeling capabilities and the ability to support multiple projects with a keen attention to detail;
• Multi-lingual – English required, French or Spanish a plus;
• Demonstrated ability to effectively communicate in written and verbal form, and familiarity with Microsoft Office Suite;
• Strong interpersonal, problem solving, analytical and troubleshooting skills;
• Self-motivated, self-directed with a positive attitude;
• Strong work ethic appropriate for a small, fast-paced, team-oriented organization;
• Passion for inclusive finance and women’s empowerment;
• Familiarity with operation and regulation of financial institutions a plus.