Position Title: Associate, Risk and Portfolio Management
Reporting To: Principal, Risk and Portfolio Management
Department: Investment Management
Location: Remote (preference for U.S. Central and Eastern time zone, Africa, Europe, or Latin America)
Firm Overview
WaterEquity is an impact investment manager dedicated to mobilizing private sector investments to accelerate universal access to water and sanitation. Since its launch in 2016, WaterEquity has raised five funds with over $460M in committed capital to solving UN Sustainable Development Goal 6. WaterEquity investments are designed to expand access to water and sanitation among low-income and underserved communities in emerging and frontier markets. Through its subsidiary, WaterEquity is a U.S. Securities and Exchange Commission-registered investment adviser. Learn more about us at https://waterequity.com/.
Summary
WaterEquity is seeking an Associate on the Risk and Portfolio Management Team to provide portfolio monitoring and analytical support. The role will work closely with the global investment team to manage and analyze financial, operational, and impact data for WaterEquity’s investments. These investments consist of lending to financial institutions that on-lend to households and enterprises for water and sanitation. WaterEquity also recently launched a new investment strategy focused on equity investments in water and sanitation projects and companies. The Associate would support across both strategies, with a primary focus on the financial institution lending portfolio. The Associate, Risk and Portfolio Management will report to the Principal, Risk and Portfolio Management.
The ideal candidate brings 3-5 years of strong experience in financial analysis, risk, portfolio management, and/or investment management and is eager for opportunities to learn and grow. The role is an excellent opportunity for an early-career professional with a passion for impact investing, an eye for detail, strong analytical skills, and who is comfortable with change. The ideal candidate thrives in a start-up culture, excels at independent work and communication, and is able to manage multiple projects simultaneously. The candidate should be comfortable working remotely and with team members in diverse geographic locations. WaterEquity is a fully remote company,
Requirements
Job Responsibilities
- Load reported financial and impact data into portfolio management software and update quarterly credit scores
- Track investee reporting requirements, including covenant compliance certificates, to ensure compliance with investment agreements
- Track, manage and analyze country and currency risk data for countries where we have investments or are considering making investments
- Analyze financial, operational, and impact data from investees to identify risks and understand trends
- Help maintain and build out risk and portfolio management tools used across the investment management team
- Help maintain and develop risk and portfolio management dashboards in Power BI
- Build data validation automation to catch data integrity issues
- Manage and maintain datasets and perform data validation/quality assurance analysis for datasets within and across a variety of platforms, including iLEVEL and Salesforce
- Serve as a Salesforce power user for the Investment Management team, including creating new fields, editing page layouts, managing data quality, creating reports, etc.
- Collaborate across departments to understand their data requirements, create tools to improve the business workflow, and improve data analytics
Skills and Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a related field.
- 3+ years of relevant work experience in financial statement analysis, risk analysis, investment / portfolio management, financial data management, or a related area.
- Experience analyzing or monitoring debt and/or equity investments in emerging markets
- Advanced Excel skills and an analytical, problem-solving mindset
- Ability to manage financial data plus identify, troubleshoot, and resolve data issues
- Aptitude for learning new systems and process improvement
- Ability to work independently and collaboratively with team members
- Interest in and knowledge of impact investment and/or emerging markets
- Effective interpersonal and communication skills and experience in a remote working environment
- Critical thinker with strong organizational skills and attention to detail
- Fluency in English is required; preference for professional working proficiency in Spanish.
Physical Requirements
This role involves extended periods of sitting and reaching. This role requires the ability to see, talk, and hear.
Benefits
Compensation and Benefits
U.S.-Based Employee: This position offers a base salary range of $65,000-$75,000 USD. Total compensation will be commensurate with education and experience, and structured to reflect a competitive package, to include benefits, for a full-time team member.
Non-U.S. Based Team Member: This position will be employed by an international employer of record and assigned full-time to WaterEquity. All country-specific statutory requirements (e.g., leave entitlements) will apply. This position offers a base salary range of $65,000-$75,000 (or the equivalent in local currency). Compensation will be commensurate with education and experience and structured to reflect a competitive package, to include benefits. for a full-time team member.
No relocation benefits, work permit reimbursement, or visa sponsorship will be offered.
How to Apply
Click the “submit application” link below.
WaterEquity is an equal opportunity employer. WaterEquity recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.
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