Senior Associate

IDB Invest - Financial and Transaction Services Sr. Associate Job Description IDB Invest - Financial and Transaction Services Sr. Associate City: Washington DC Company: IDB Invest Posting End Date: 8/14/2026 11:59 PM EST We improve lives IDB Invest is the private sector arm of the IDB Group and an international financial institution committed to addressing the development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in the region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, to approximately $19 billion, and unlocking greater private sector participation to drive development and climate impact across the region. About this position We manage and execute key operational activities related to IDB Invest’s project portfolio, ensuring the seamless processing of financial transactions within the loan management system. This includes supporting disbursements, billing schedules, collections of interest, principal and associated fees, and other portfolio-servicing events across loans, guarantees, debt securities, equity investments, funds, and other financial products. The team also supports the integrity of financial data, accurate operational reporting, and controls aligned with IDB Invest’s governance. We continuously optimize workflows and systems to enhance operational efficiency, service quality and the scalability of the operating model. We are seeking a proactive, organized and detail-oriented Sr. Associate to serve as Segment Coordinator for a defined portfolio segment. The ideal candidate combines strong transaction execution skills with analytical capacity, resource coordination, process discipline, and the ability to support systems and implementation activities. What you’ll do The Sr. Associate/Segment Coordinator role will coordinate day-to-day execution for an assigned segment, ensuring timely delivery, quality control, and consistent application of operational procedures. Key responsibilities include: Coordinate resources and day-to-day operational activities for the assigned segment, focusing on the administration and servicing of loans, equity investments, debt securities, guarantees, and other financial products, following defined procedures, priorities, and controls. Conduct data gathering, operational analysis, and reporting activities related to routine to moderately complex transactions, portfolio activities, operational projects, agreements, and process improvement initiatives. Support project origination and portfolio servicing by reviewing and registering relevant terms and conditions of financial products in the loan management system. Review and validate more complex or sensitive transactions and operational outputs prepared by analysts or contractors, ensuring consistency with approved documentation, internal procedures, controls, and system requirements. Set up, enhance, document, test, and support implementation of systems, workflows, controls, reports, and operational processes required to support portfolio administration, transaction execution, and strategic initiatives. Act as a technical reference point for the assigned segment by documenting recurring issues, reinforcing standard operating procedures, supporting training, and sharing knowledge with analysts and contractor resources. Collaborate with peer functions and cross-functional teams on operational readiness for new products or processes, issue resolution, data quality, continuous improvement, and implementation of approved changes. What you'll need Education: You hold a master’s degree or equivalent in finance, business administration, accounting, law, economics, or another relevant field. Experience: You have at least 3 years of relevant experience in financial operations, loan administration, disbursements, billing, collections, portfolio servicing, back-office controls, systems implementation, operational analysis, or related functions in a financial institution or international organization. Languages: Oral and written fluency in English and Spanish is required. Technical knowledge: You have solid understanding of financial products and operational processes related to loans, guarantees, debt securities, equity investments, investment funds, syndication, mobilization, and/or structured finance. You are comfortable gathering and analyzing data, reviewing transaction documentation, translating terms into operational/system requirements, monitoring transaction, and identifying risks or exceptions that require escalation. Systems: Proficiency in loan management systems is desirable. Experience with Microsoft Office / Microsoft 365 tools, workflow or ticketing platforms, reporting tools, data quality processes, process documentation, testing, automation initiatives, or system implementation support is a plus. Requirements Citizenship:No requirements Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: -A competitive compensation package, including an annual base salary expressed on a net-of-tax basis. -Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. -Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. -Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. -We offer assistance with relocation and visa applications for you and your family when it applies. -Hybrid and flexible work schedules. -Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. -Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. -Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. Our culture At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at View email address on click.appcast.io. Our Human Resources Team reviews carefully every application. #J-18808-Ljbffr