Investment Officer

Date Posted: Nov. 28, 2022, 5:18 a.m.

Summit Recruitment and Search

Job Description

Key Requirements:

  • Develop a strong pipeline of new quality investment opportunities in the region
  • Lead the investment due diligence process including but not limited to: engaging with theprospective clients, structuring and closing investments, building the financial models; andpreparing the legal agreements, investment memoranda, and other investment processdocuments
  • Lead and manage the relationships with existing clients, including but not limited to conductingsupervisory calls and meetings, collecting and analyzing financial, operational, and social metrics reports provided by clients, and following up to ensure client payments
  • Develop technical assistance (TA) programs for clients, monitoring their implementation, and evaluating results
  • Prepare client management documents for internal reviews
  • Manage relationships with regional and local partner organizations; contribute significantly to partnership building
  • Contribute to organization-wide initiatives, including disseminating lessons learned and best practices across the organization and contributing to mentoring junior staff
  • Contribute to the development of the region’s strategic plan and ensure that the team is meeting its objectives
  • Supervises work of investment analysts on deal-by-deal basis
  • Perform any other duty as assigned in line with the organization goals and objective


  • Related advanced degree (MBA and/or masters in related field preferred) and 5+ years of investment experience or related bachelor’s degree and 7 years of investment work experience
  • 3+ years of senior management experience in a small or medium enterprise in a developing country
  • Demonstrated ability of leading a significant portion of investment activities including (1) screening leads, conducting due diligence, structuring & closing deals; (2) drafting related memos, scorecards, financial models & legal documents; (3) assessing social impact; and (4) leading deal discussions in decision meetings; Additional experience of development and implementation of technical assistance projects strongly preferred
  • Relevant industry & emerging market knowledge/experience is a plus
  • Demonstrated ability of leading a significant portion of client supervision & technical assistance
  • Strong track record in successful client management, including interacting directly & independently with the senior management of potential clients and other stakeholders
  • Excellent interpersonal skills, with the ability to interact effectively with clients and colleagues from various cultural backgrounds
  • Ability to act independently and execute sound judgment
  • Strong financial, accounting, and excel skills, experience building financial models is a plus
  • Strong organizational skills, ability to multi-task and work in a fast paced environment
  • Good understanding of and passion for the field of social enterprise and impact investing

How To Apply

Interested and qualified candidates should apply via the link Jobs at Summit Recruitment & Search

Apply for this Job Now

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