Investment Analyst

14 hours ago

Washington DC United States CFA Institute Full time
Investment Analyst

Job #: req30410

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


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. 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.


The Pension and Endowments Department (PEN) , which is part of the Treasury Vice Presidency, 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, appointed by the Bank Group President and chaired by the Chief Financial Officer, 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, outlined in the policy framework and strategic asset allocation and approved by the PFC, and executing the investment strategy through external fund management, ensuring the integration of Environmental, Social, and Governance (ESG) factors. PENIN manages approximately US$40 billion across various asset classes such as fixed income, public equities, private equity, real assets, private credit, and absolute return strategies.


This position is for the Emerging Markets Equity and Fixed Income (EM-FI) team. The Investment Analyst's responsibilities, as a member of the EM-FI team, will include, among others things: portfolio construction; manager selection; assessing tactical allocations within developing equity markets; monitoring the portfolio of existing managers; preparing Investment Committee materials; supporting due diligence activities; monitoring the portfolio and market developments; and assist with other activities as needed across the pension investment team.


Roles & Responsibilities:

As part of the 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:

  1. Conduct market research on EM equity.
  2. Participate in constructing an equity portfolio, sourcing investment ideas, and conducting due diligence when hiring new managers.
  3. Perform quantitative and qualitative analyses of managers in EM equities to assess individual managers' performance and portfolio fit.
  4. Assist in monitoring the existing EM managers' portfolio performance and analyzing risk and performance attributions.
  5. Assist in enhancing tools for quantitative analysis in manager selection, manager monitoring, risk management, and portfolio construction.
  6. Assist in developing and testing financial models (e.g., models for extreme scenarios and hedging methods).
  7. Develop, enhance, and manage existing manager databases.
  8. Evaluate the performance of the overall portfolio and have an active interaction with the Pensions Middle Office (PENMO).
  9. Assist in the monthly rebalancing process.
  10. Review and assist in preparing performance reporting packages monthly and quarterly (in conjunction with the middle office).
  11. Prepare Investment Committee materials (memos and minutes).
  12. Assist in preparing presentations for the Pension Finance Committee.
  13. Stay up to date on all relevant market information.
  14. Assist in additional projects as needed within PEN.

Selection Criteria
  1. Advanced degree (Master's degree preferred), preferably in finance, mathematics, or engineering, and/or two years of relevant work experience in finance and investing (preferably focusing on emerging markets equities).
  2. Experience in EM equity long-only or long-short strategies is preferred.
  3. Solid econometrics, statistical, and mathematical skills with a focus on finance or financial economics.
  4. Proven quantitative and qualitative analytical and problem-solving skills.
  5. Proficiency in Excel and Excel macros, Word and PowerPoint is required. Familiarity with other quantitative analytical packages such as Python, R and Matlab is desirable.
  6. Creative thinker, and quick learner, with initiative, drive and attention to details.
  7. Proven capacity to multi-task, deliver results and respond quickly and effectively to requests. Ability to work under pressure.
  8. Excellent communication -- both verbal and written skills are required. Experience giving presentations and training is desirable.
  9. Good team player with strong interpersonal skills, and commitment to work in a team-oriented, multi-cultural environment.
  10. Sound business judgment and confidence of convictions as they relate to investment decisions.
  11. Curious, creative, and original thinker, and quick learner, with initiative, drive and willingness to take appropriate risks.
  12. Highest ethical standards.

Competencies:
  1. Teamwork, Collaboration and Inclusion - Collaborates with other team members and contributes productively to the team's work and output, demonstrating respect for different points of view.
  2. High level of initiative, self-confidence, and a self-starter; ability to apply a practical matured approach to problem solving with minimum supervision.
  3. Commitment to work in a respectful, team-oriented, and multi-cultural environment.
  4. The candidate should be highly organized, detail-oriented, hardworking and comfortable working in a fast-paced deadline driven environment.
  5. Able to communicate clearly and succinctly, interact with colleagues and third parties, prioritize and complete multiple tasks while meeting daily deadlines.
  6. Make Smart Decisions - Seeks diversity of information and inputs, researches possible solutions, and generates recommended options. Identifies and understands risks and proposes recommendations. Based on risk analysis makes decisions on time within own area of responsibility, considering the interests and concerns of stakeholders.

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.

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