Investment Analyst - Private Equity Funds, South Asia

The Investment Analyst will focus on assessing PE fund managers in South Asia, evaluating alignment with investment criteria including financial returns, development impact, and environmental and social standards.

The Investment Analyst will also conduct portfolio monitoring analyses for IFC's existing investments and support corporate assignments and global portfolio analyses.

Duties and Accountabilities:

- Assist Investment Officers with the design, diligence and structuring of private equity fund investment projects in South Asia.
- Coordinate with internal IFC stakeholders including Legal, Risk, Environmental and Social, Development Impact, and Macroeconomics to successfully process investment projects and ensure compliance with IFC standards.
- Conduct industry research, network at regional and global industry conferences, and create country-focused and regional market mappings.
- Actively monitor fund relationships across funds in South Asia. This includes:
- Reviewing PE funds information and preparing internal reports, valuations based on periodic financial statements, project progress reports, and other information submitted by client fund managers.
- Participating in annual investor meetings and other meetings with fund managers.
- Coordinating with IFC's Legal department and Portfolio Manager to make portfolio decisions on fund matters as needed.
- Build and maintain client relationships to ensure responsive client service and enhance recent business opportunities.




- Prepare documentation for IFC internal processes and perform portfolio analyses at the regional and global level.
- Assist Global Managers with assignments relating to global team and corporate strategy. This includes:
- Performing deep dives on target regions and sectors
- Analyzing development impact of IFC's PE Funds department
- Ensuring data accuracy in internal systems.

Bachelors or Masters degree from a reputable university; preferably with major in accounting, economics or finance

Minimum 2 years of working experience in a reputable institution in an Analyst role preferably in Investment Banking, PE/VC or consulting

Proficiency in MS suite (PowerPoint, Excel and Word) is essential

Strong analytical and problem-solving skills

Sound business judgment to identify issues, and present creative and practical solutions

Facility to work successfully in multicultural teams and across boundaries

Demonstrated teamwork skills

Strong client service orientation with an openness to feedback and new ideas

Excellent verbal and written communication skills in English

1. Sense of urgency: Anticipate and quickly respond to the needs of internal and external stakeholders.
2. Thoughtful risk-taking: Challenge the status quo and push boundaries to achieve greater impact.
3. Empowerment and accountability: Empower yourself and others to act and hold each other accountable for results.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Investment Analyst - Private Equity Funds, South Asia (Mumbai)
🏢 The World Bank
📍 Mumbai