Role Overview

Manage a loan portfolio, bring new investees, and foster client relationships with financial institutions across the LATAM region
Grow the portfolio of investees in the LATAM region, including deal structuring, conducting due diligence visits, negotiating, and drafting memorandum recommendations from the origination perspective
Execute thorough preliminary analyses to evaluate the risk of existing and potential investees, perform necessary due diligence, and develop appropriate loan structures to mitigate identified risks
Work with colleagues from the Analytics team to conduct in-person due diligence across various LATAM markets
Apply and contribute to the origination strategy for the portfolio of the region, based on the annual targets of risk, return, and impact
Support in building a database of potential new investees, based on bringing your own portfolio, conferences participation, as well as research from different markets
Proactively support expanding the strategic partners base for syndicated and co-lending opportunities
Contribute to developing the annual pipeline of new investees based on regional business plan targets and objectives
Ensure a high retention level of existing investees from your portfolio, based on strong effort to maintain solid relationships and originate new debt transactions that meet their financing needs
Quarterly monitoring changes in the risk of the markets where we invest to timely adjust the origination strategy
Share knowledge with other team members about effective deal structuring, writing high quality memo recommendations, fit for each Fund, due diligence, negotiation techniques, investment tools, core system, among others
Provide support with board meetings requests, factsheets, and other corporate presentations
Actively support the development of business processes and tools, (i.e. work split, challenge meetings, job descriptions, among others)
Represent the BOF at national and international conferences in coordination with the line manager
Along the other team members, collaborate with the annual goal-setting for the office
Promote the best working environment by understanding and role-modelling the vision, mission, and values of BOF and the office
Comply with the BOF’s Credit Procedures and business practices
Other responsibilities could be added or changed by the line manager to align with the changing needs of the business or the region.

Requirements

10+ years of relevant experience structuring loans and assessing Financial Institutions
Experience working in an impact investment manager, credit rating agency, the banking industry, or in deposit and non-deposit taking financial entities catering to SMEs and micro entrepreneurs with loans and tailor-made products like leasing and factoring
5+ years of relevant working experience in the Region
Strong experience in performing financial due diligences and/or risk assessments on financial institutions
Experience with assessing debt investments and conducting detailed credit analysis
Experience with assessing social impact and ESG assessments
Excellent problem solving and presentation skills required to effectively manage internal and external communication
Excellent verbal and writing communication in English and Spanish is required, additional language(s) practiced in the region are a plus
Master’s degree in finance, business administration, economics, or related field
Willingness to live and work in Lima, Peru and to undertake regular travels in the region.

Benefits

Work in a global and fast-growing company with a true commitment to its mission of fighting global poverty and climate change
An entrepreneurial culture, offering multiple opportunities for learning and development
A dynamic and multicultural team spread around the globe
Attractive compensation and exciting career opportunities

BlueOrchard Finance Ltd

Open Positions (1)

Finance

Senior Investment Officer – Origination