Senior Associate, Financial Institutions (Europe/Asia)

Overview
Position Title:
Senior Associate, Financial Institutions
Reporting To:
Principal, Head of Financial Institutions
Department:
Investment Management
Location:
Remote, based in USA, Europe, or Asia
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 ****, WaterEquity has deployed six funds with over $470M in committed capital. WaterEquity investments are designed to expand access to water and sanitation among low-income and underserved communities in emerging and frontier markets. Learn more about us at
Summary
WaterEquity is seeking two Senior Associates, Financial Institutions. One to be based in the U.S. and one in Europe/Asia. Duties will encompass supporting all aspects of the financial institutions water and sanitation investment portfolio, including deal sourcing, screening, due diligence, and portfolio management.
The ideal candidate will bring 3-6 years of relevant experience in investment management within private credit, with a focus on financial institutions, with experience in Asia or the Latin America & Caribbean region. The candidate should demonstrate strong analytical and financial modeling skills, including credit analysis, financial forecasting, and risk assessment. They should thrive in a dynamic start-up culture, excel at independent work and proactive communication, and can manage diverse projects simultaneously. The ideal candidate has team-building experience, develops effective models of communication, and demonstrates exceptional business judgment. The candidate should be comfortable working remotely and with team members in diverse geographic locations.
Job Responsibilities
Investment Screening
Support each stage of the investment process, including business development and screening, negotiations, due diligence and presentation to the investment committee.
Conduct initial assessments of target companies, markets, and regions to determine alignment with WaterEquity's investment thesis
Support origination efforts, and support in managing client relationships during the deal process
Due Diligence & Analysis
Play a key role in due diligence processes, including coordination with internal teams, external consultants, and potential clients.
Conduct financial, ESG, and impact analysis, including financial modeling and credit assessment.
Support due diligence processes, including financial/credit analysis, ESG and impact assessments
Prepare investment documentation and presentation for the Investment Committee, detailing strategic rationale, financial projections, risks, and impact potential.
Portfolio Management
Monitor the financial and operational performance of portfolio companies.
Support management of covenant breaches, watch-list investments or problem cases
Track country, market, and sector risks relevant to the portfolio.
Strategy, Coordination & Team Support
Support coordination with parent company, , in the delivery of water and sanitation technical assistance to investment candidates.
Work closely with Principal, Financial Institutions Investments, to refine strategies, process, and analytical tools
Provide broad, flexible support to the team as needed across transactions, portfolio management, and cross?functional initiatives
Skills And Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is a plus
Minimum of three (3) years of directly relevant work experience in an investment/credit rating role, such as in private credit or impact investing in Asia / Latin America & Caribbean
Proven track record in executing debt transactions/credit rating of financial institutions in emerging markets, assessing financial institutions, preparing investment committee memos/reports, building and analyzing financial models
Advanced financial modelling skills in Excel and strong analytical thinking.
Outstanding communication and presentation skills in English and Spanish
Ability to work well in a team as well as independently
Ability to thrive in a dynamic, fast-paced culture and adaptable to change
Passion for impact investing and familiarity with retail or SME loan products in emerging markets, preferably housing or water and sanitation loans
Experience in a remote working environment.
Physical Requirements
This role involves extended periods of sitting or standing and reaching. This role requires the ability to see, talk, and hear.
Compensation And Benefits
Employee:
This position offers full-time benefits, including medical/dental/vision insurance, flexible spending plans, life and disability insurance, a 401(k) plan, and periodic review for merit and incentive pay based on organizational and personal achievement. Overall compensation will be commensurate with education and experience and structured to reflect a competitive package for a full-time Senior Associate team member. Expected salary is $60,000 USD annually. Travel required 30% to 40% of time.
Non-U.S. Based:
The individual who fills this position will be employed by an international employer of record, and assigned full-time to WaterEquity. This position will offer full-time benefits, including medical, dental/vision (where applicable), and periodic review for merit and incentive pay based on organizational and personal achievement. All country-specific statutory requirements (i.e., time off) will apply. Overall compensation will be commensurate with education and experience and structured to reflect a competitive package for a full-time Senior Associate team member. Travel required *****% of time.
No relocation benefits, work permit reimbursement, or visa sponsorship will be offered.
Deadline to apply is April 27, ****
How To Apply
Click the \"apply for this job\" 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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