Portfolio Officer – Equity & Fixed Income Valuation

World Bank Group•Washington, DC

6d•Onsite

About The Position

The International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets. The Valuation and Analytics unit in Investment Risk Department (CIRVA) oversees and facilitates the fair valuation process of IFC’s investment portfolio in coordination with the investment departments. The team is looking for a professional to work on portfolio valuation review of IFC equities and fixed income investments.

Requirements

Master’s degree in business management, Finance, Accounting, Economics, or a related field.
At least 5 years of experience in equity valuation, private equity, investment analysis, or audit, with significant exposure to real sector companies.
Solid understanding of fair value principles and valuation methodologies for private and illiquid investments.
Financial modeling skills, including income approach, market approach, precedent transactions, and capital structure analysis.
Strong written and verbal communication skills, with the ability to explain technical issues clearly to both technical and non-technical audiences.
Strong interpersonal skills and ability to collaborate across investment teams, industry specialists, portfolio teams, and auditors.
Proficiency in Excel and PowerPoint required

Nice To Haves

Experience working in emerging markets or on emerging-market investments is strongly preferred.
familiarity with data platforms such as Capital IQ, Bloomberg, or similar tools preferred.
Experience in AI-enabled valuation tools is a plus.
Professional qualification such as CFA, CPA, ACCA, ASA, or equivalent is a plus.

Responsibilities

Review valuation models from the investment teams, focusing on equity investments across a diversified real sector portfolio. Ensure compliance with applicable valuation guidelines.
Provide guidance on appropriate valuation methodologies, including discounted cash flow, trading comparables, transaction comparables, recent transactions, and other market-based or income-based approaches, as relevant.
Assess the suitability of valuation methods based on company-specific circumstances, quality of information, and market conditions.
Review and challenge the financial projections, capital structure assumptions, discount rates, terminal value assumptions, liquidity discounts, and other key valuation inputs.
Review, analyze and validate valuation of fixed income investments.
Develop and/or maintain fixed investment portfolio valuation tools, loan valuation models, asset back securities valuation models, and other models as needed.
Engage with investment teams, portfolio officers, industry specialists, and other internal stakeholders to discuss valuation issues, and align on key facts and assumptions.
Prepare clear, concise, and audit-defensible comments and supporting materials for internal equity reviews with Real Sector Valuation Team Lead.
Complete other ad hoc tasks assigned by CIRVA Manager or Real Sector Team Lead.