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Call for CVs - Investment Advisors

Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Master’s degree in business or related field., 3-5 years of experience in investment roles., Expert understanding of emerging market investments., Experience with financial modeling and analysis..

Key responsabilities:

  • Conduct market research and analysis.
  • Support sourcing and developing transactions.
Dexis Consulting Group logo
Dexis Consulting Group SME https://www.dexisonline.com/
501 - 1000 Employees
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Job description

Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world.

Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique lived experiences each person brings based on their race, ethnicity, sexual orientation, gender identity, religion, disability, military or veteran status, national origin, age, marital status or family status and related conditions.

At Dexis, you will experience a corporate culture of inclusiveness, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.

About the Position

Dexis Professional Services (DPS) seeks to expand its roster of experienced Investment Advisory Specialists to provide expertise and support services to missions worldwide for an anticipated award.  

The contractor will assist in sourcing, vetting, and supporting the structuring of transactions across its product offerings – from direct equity to loans, guarantees, political risk insurance, and technical assistance. The contractor shall provide subject matter expertise, consulting, and professional services as needed.  

Assignments could be ad hoc, varying by situational need and project.  In general, the contractor will support the specified agency in its management of often complex and sensitive finance projects in the region. At this level, the contractor provides critical support to the business development and analysis of commercial and economic issues.  

 

We are looking for experience in the following regions/countries: 

  • Poland 
  • India 
  • Philippines, 
  • Vietnam 
  • Indonesia 
  • Latin America 

We are looking for experience in the following sectors: 

  • Infrastructure,  
  • Critical Minerals,  
  • Energy,  
  • Food Security and Agriculture,  
  • Health 

 

Responsibilities

Market Research and Analysis; Sourcing potential clients: 

  • Lead, organize, and develop market intelligence and analysis on potential clients and other business development leads in focus sectors  
  • Identifies sources of potential information and devises methods and strategies to identify opportunities and challenges in assigned countries and sectors; develop relationships and manage robust communication networks with potential deal leads and other key stakeholders.  
  • Identify key potential clients or client groups, associations, industry sectors, regions, and/or target markets on which marketing efforts should focus in line with agency priorities  

Sourcing and Developing Transactions: Diligence and Underwriting:  

  • In close coordination with the Regional Managing Director, perform early-stage analyses of the proposed projects' commercial viability and development impacts.  
  • Conduct in-depth analyses of new transaction proposals to determine their financial, technical, economic, legal, and political feasibility, and share recommendations to determine whether the proposals should proceed for additional scrutiny.  
  • Work with and modify sponsor-provided financial projections to assess logical model construction and adequacy of business case assumptions for the proposed financing and/or insurance. As necessary, creates financial models and conducts sensitivity analyses to test project assumptions and key economic drivers.  
  • Consult with recognized industry experts on the technical aspects of proposed projects. To that end, obtain information through field visits, correspondence with officials of the host country, private firm representatives. 
  • Support agency negotiations with key interested parties on loan terms, including collateral security and completion support, and policy requirements. Assist and advise in the coordination of project financial plans and co-creditor or re/insurance arrangements with other creditors, such as development banks, IFC, MIGA, U.S. Export-Import Bank, and commercial or investment banking institutions. 
  • Perform initial financial due diligence of potential transactions, assist in structuring viable financing, and supports screening, committee, and other approval processes as necessary 
  • Review proposals submitted for all agency programs to determine their suitability. In those cases where projects do not qualify for assistance, the contractor refers sponsors to other appropriate entities for assistance. 
  • Exercise a high level of tact and diplomacy in counseling clients who do not qualify for support.  
  • Coordinate with the relevant business lines in Washington, DC, to develop screening memos to present to the appropriate business line 
  • Work with clients to fulfill requirements and complete screening and other application requirements. In coordination with deal teams, work with Credit Policy and Development Policy to support negotiations with key parties on financing terms, including collateral security and completion support, and policy requirements. 
  • Work with key stakeholders in country to push transactions through screening to commitment, as needed. 
  • Support deal teams with reviews and comments on contracts, obtaining appropriate agency clearances and in obtaining investor's signature and fee, where requested.  

Internal and External Stakeholder Engagement:  

  • Serve as senior point of contact for the agency in the country, when designated  
  • Support business development, sourcing, diligence, and evaluation trips of key agency personnel in DC and agency leadership, as is necessary  
  • Maintain communication with U.S. and foreign corporations, U.S. and foreign commercial banks, relevant business associations, and development finance institutions as required for research and marketing, as well as due diligence, transaction execution, and post-close monitoring of the regional portfolio  
  • Cooperate and collaborate with other managers of business development programs and other initiatives (e.g., policy coordination group) to help assure their successful operation and implementation  
  • Participate in regional, industry-specific conferences or functional task forces to provide marketing advice as required. Leverage the U.S. inter-agency to support U.S. and international companies investing in the Northern Triangle Region. Supports visiting executives  

Education And Certification:   

  • Master’s degree in business studies, international relations, finance, business, economics, political science, or a related field, with an optional CFA.  

 

Qualifications 
  • 3-5 years of experience working in an investment role (as an originator, analyst, underwriter, etc.)  
  • Experience with financial modeling and financial statement analysis  
  • Local solid networks and years of living and working in target regions. 
  • Expert understanding of emerging market venture, debt, growth capital, private equity markets, political risk insurance, and other investment products  
  • Expert skill in analyzing business plans for equity and debt investments in emerging markets and the ability to evaluate the effectiveness of prospective company managers in carrying out the proposed business plan  
  • Ability to negotiate and structure complex finance agreements  
  • Skill in working with key internal and external stakeholders strategically and discreetly  
  • Broad and comprehensive knowledge of international business practices  
  • Working, often independently or with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines  
  • Demonstrated ability to produce written materials that are clear and succinct  
  • Delivering customer service and resolving customer queries  
Preferred Qualifications 
  • Evaluating or responding swiftly to requests for financial support from entrepreneurs, personnel, or businesses  
  • Experience evaluating and responding to requests to a development finance institution for financial support  
  • Broad and comprehensive understanding of development finance and the work of development finance institutions  
  • Experience working with USG and other development finance institutions  

Other requirements: 

  • The contractor may be required to travel to Washington, DC for fingerprinting and to receive a PIV card.  

Dexis is on a mission to help solve today’s most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is “find a way or make a way” — that’s how Dexis goes “all in.” How will you? 

If you are passionate about this opportunity, apply now!

Only those applicants who meet the above criteria will be contacted for interview.

Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.

As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.

If you are hired for a position that is paid from the Dexis home office, you will be required to submit proof that you have received the COVID-19 vaccine unless you qualify for a legally recognized medical or religious exception to the vaccine requirement. This does not apply to AL, AZ, FL, KS, MT, NH, ND, or TX residents.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Customer Service
  • Time Management
  • Teamwork
  • Communication
  • Problem Solving

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