WaterEquity

Senior Associate, Financial Institutions

WaterEquity

full-time

Posted on:

Location Type: Remote

Location: Montana • United States

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Salary

💰 $60,000 per year

Job Level

Senior

About the role

  • 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.
  • Play a key role in due diligence processes, including coordination with internal teams and external consultants.
  • Support management of covenant breaches and track country, market, and sector risks relevant to the portfolio.
  • Collaborate with Principal, Financial Institutions Investments, to refine strategies and analytical tools.

Requirements

  • 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.
  • Proven track record in executing debt transactions/credit rating of financial institutions.
  • Advanced financial modelling skills in Excel.
  • 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.
Benefits
  • medical/dental/vision insurance
  • flexible spending plans
  • life and disability insurance
  • 401(k) plan
  • periodic review for merit and incentive pay
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modellingExceldebt transactionscredit ratinginvestment analysisdue diligencebusiness developmentnegotiationsrisk assessmentportfolio management
Soft Skills
communicationpresentationteamworkindependenceadaptabilitycollaborationanalytical thinkingproblem-solvinginterpersonal skillstime management
Certifications
Bachelor’s degreeMBACFA