Portfolio Officer - Equity & Fixed Income Valuation

Portfolio Officer - Equity & Fixed Income Valuation

Job #:
req36704


Organization:
IFC


Sector:
Risk


Grade:
GF


Term Duration:
3 years 0 months

Recruitment Type:
International Recruitment


Location:
Washington, DC,United States


Required Language(s):
English


Preferred Language(s):


Closing Date:
5/27/2026 (MM/DD/YYYY) at 11:59pm UTC


Description

Build a career with impact. Working at the World Bank Group (WBG) provides a unique opportunity to help countries solve their greatest development challenges. As one of the largest sources of funding and knowledge for developing countries, the WBG is a unique partnership of five global institutions dedicated to ending poverty, increasing shared prosperity, and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, the WBG works with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.

The International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2025, IFC committed a record $71.7 billion to private companies and financial institutions in developing countries, leveraging private sector solutions, and mobilizing private capital to create a world free of poverty on a livable planet. For more information, visit

The Valuation and Analytics unit in Investment Risk Department (CIRVA) oversees and facilitates the fair valuation process of IFC's investment portfolio in coordination with the investment departments. The team is looking for a professional to work on portfolio valuation review of IFC equities and fixed income investments.

Duties and Accountabilities

• Review valuation models from the investment teams, focusing on equity investments across a diversified real sector portfolio. Ensure compliance with applicable valuation guidelines.

• Provide guidance on appropriate valuation methodologies, including discounted cash flow, trading comparables, transaction comparables, recent transactions, and other market-based or income-based approaches, as relevant.

• Assess the suitability of valuation methods based on company-specific circumstances, quality of information, and market conditions.

• Review and challenge the financial projections, capital structure assumptions, discount rates, terminal value assumptions, liquidity discounts, and other key valuation inputs.

• Review, analyze and validate valuation of fixed income investments.


• Develop and/or maintain fixed investment portfolio valuation tools, loan valuation models, asset back securities valuation models, and other models as needed.


• Engage with investment teams, portfolio officers, industry specialists, and other internal stakeholders to discuss valuation issues, and align on key facts and assumptions.

• Prepare clear, concise, and audit-defensible comments and supporting materials for internal equity reviews with Real Sector Valuation Team Lead.

• Complete other ad hoc tasks assigned by CIRVA Manager or Real Sector Team Lead.

Selection Criteria

• Master's degree in business management, Finance, Accounting, Economics, or a related field.

• At least 5 years of experience in equity valuation, private equity, investment analysis, or audit, with significant exposure to real sector companies.

• Solid understanding of fair value principles and valuation methodologies for private and illiquid investments.

• Financial modeling skills, including income approach, market approach, precedent transactions, and capital structure analysis.

• Strong written and verbal communication skills, with the ability to explain technical issues clearly to both technical and non-technical audiences.

• Strong interpersonal skills and ability to collaborate across investment teams, industry specialists, portfolio teams, and auditors.

• Experience working in emerging markets or on emerging-market investments is strongly preferred.

• Proficiency in Excel and PowerPoint required; familiarity with data platforms such as Capital IQ, Bloomberg, or similar tools preferred.

• Experience in AI-enabled valuation tools is a plus.

• Professional qualification such as CFA, CPA, ACCA, ASA, or equivalent is a plus.

Note: This internal requisition is open to WBG and IMF staff only (including short-term and extended term consultants/ temporaries). External candidates are requested not to apply. In case an external candidate applies, their application will not be considered.

WBG Culture Attributes:

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.

World Bank Group Core Competencies

The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities.

We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.

Learn more about working at the World Bank and IFC including our values and inspiring stories.