Investment Analyst | Washington, UK

Investment Analyst

World Bank Group, Washington, United Kingdom

Job #: req30411
Organization: World Bank
Sector: Financial Management
Grade: GE
Term Duration: 3 years 0 months
Recruitment Type: Local Recruitment
Location: Washington, DC, United States
Required Language(s): English
Closing Date: 12/6/2024 (MM/DD/YYYY) at 11:59pm UTC

Description

Do you want to build a career that is truly worthwhile? 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 and promoting shared prosperity.

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 Plans). The Pension Finance Committee has oversight responsibility for the financial management of the plans.

The Pension Investments (PENIN) team is responsible for the investment management of the pension plan assets. The key responsibilities include developing the investment strategy and executing it through external fund management, ensuring the integration of Environmental, Social, and Governance (ESG) factors. PENIN manages approximately US$40 billion across various asset classes.

Investment Analysts in PENIN are allocated to a particular team upon entry and may be reassigned to other investment teams at the discretion of the Manager of PENIN. This Investment Analyst position is intended for the Private Equity Asset Class team, primarily responsible for investing and managing the Private Equity portfolio.

Roles & Responsibilities:

1. Review and assist in preparation of performance reporting package on a monthly and quarterly basis.
2. Preparation of weekly Investment Committee materials (memos, agenda, minutes).
3. Maintain and monitor investment pipeline and forward calendar.
4. Assist in reviewing investment proposals and selecting outside private equity fund managers.
5. Assist with due diligence and documentation for new investments.
6. Assist in preparing presentations for the Pension Finance Committee.
7. Assist in monitoring and supervision of current portfolio of existing managers.
8. Perform research on overall private equity markets as well as specific sub-sectors.
9. Maintain benchmarking and comparative statistics using industry tools.
10. Assist in additional projects as needed within PEN.

Selection Criteria:

1. Graduate degree required, preferably in finance, business or economics, and two years relevant work experience in finance and investments.
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.
5. Creative thinker, and quick learner, with initiative, drive and attention to details.
6. Excellent communication -- both verbal and written skills are required.
7. Good team player with strong interpersonal skills.
8. Highest ethical standards.

Competencies:

1. Teamwork, Collaboration and Inclusion.
2. High level of initiative and self-confidence.
3. Commitment to work in a respectful, team-oriented, and multi-cultural environment.
4. Able to communicate clearly and succinctly.
5. Make Smart Decisions.

The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave.

We are proud to be an equal opportunity and inclusive employer. Learn more about working at the World Bank.