Portfolio Management Officer

Job title: Portfolio Management Officer

About the Role The Portfolio Management Division ICT/PTM seeks a Portfolio Management Officer to monitor a portfolio of non-sovereign guaranteed loans and guarantees to private sector and non-sovereign guaranteed financial institutions. As Portfolio Management Officer, you will conduct regular and ad-hoc analysis of counterparts’ performance, identify risks and breaches, and propose solutions to resolve contractual events, thereby contributing to the stability and financial health of IDB Invest’s portfolio.

What You'll Do

• Manage ongoing relationships with clients, agents, B-lenders, co-lenders and other parties involved in assigned portfolio transactions to ensure proper supervision.
• Monitor periodic information, including trends in the global financial markets, country-specific economic situation and events, and industry / market / regulatory developments, to evaluate their impact on IDB Invest’s counterparts and portfolio.
• Conduct regular and ad-hoc analysis of financial statements and performance and prepare high-quality periodic supervision reports and risk rating proposals.
• Assess credit, integrity, environmental & social risk, and monitor the development effectiveness standing of transactions under supervision.
• Ensure compliance with IDB Invest’s internal policies and guidelines by liaising closely with internal teams.
• Take proactive measures to protect IDB Invest’s interests and manage compliance with contracts and covenants.
• Timely respond to client’s requests for portfolio actions, including evaluating, negotiating, and processing required disbursements, waivers, amendments, and consents.
• Provide guidance to Portfolio Management Associates and Analysts to foster quality and accuracy of internal supervision reports and technical / business soundness of proposed solutions to transaction issues.
• Prepare and disseminate market intelligence and lessons learned from supervised projects to internal audiences.
• Collaborate with project teams by providing recommendations on the structure and legal documentation of new transactions.
• Propose and lead actions to improve and streamline internal processes and contribute to corporate initiatives.

What We're Looking For

• Education: Master’s degree (or equivalent advanced degree) in Business Administration, or its equivalent in Finance, Business, Economics, Engineering, or other relevant fields.
• Experience: Minimum of four (4) years of relevant professional experience in supervision, structuring, assessment and/or rating of financial institutions or structured finance transactions in Latin America and the Caribbean, working with development financial institutions, commercial or investment banks, financial advisory firms or rating agencies.
• Languages: Fluency in Spanish and English, both oral and written, is required. Additional knowledge of French and Portuguese is preferable.
• Requirements Citizenship: Must be eligible to work in job location without the need for sponsorship.
• Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.

Compensation & Benefits

• A competitive compensation package
• Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave
• Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program