Investment Officer, Americas

Organization icon

Conservation International

Location icon

Mexico City, Mexico

Clock icon

30+ days ago

Investment Officer, Americas

The COVID-19 pandemic continues to be a global challenge. Due to the fluidity of the situation, we periodically reassess our plans to reopen our offices. For the safety of our employees, our approach is tailored to the situation in each of the 30 countries we operate in. Travel is only conducted when absolutely necessary and safe to do so. Hiring managers will provide guidance on flexible work arrangements in accordance with country-specific safety policies.

Conservation International protects nature for the benefit of humanity. Through science, policy, fieldwork, and finance, we spotlight and secure the most important places in nature for the climate, biodiversity, and for people. With offices in 30 countries and projects in more than 100 countries, Conservation International partners with governments, companies, civil society, Indigenous peoples, and local communities to help people and nature thrive together.

POSITION SUMMARY

The Investment Officer, Americas is a director-level position within the Conservation International Ventures program (CI Ventures), the impact investment arm of Conservation International (CI) that invests in Small and Medium Enterprises. The position will lead/oversee the development of the CI Ventures portfolio in the Americas through investing in and maintaining a diverse portfolio of investments in the prioritized countries in the region: Colombia, Costa Rica, Mexico, and Peru (Brazil under potential consideration).

The ideal candidate will possess strong financial analysis skills and the ability to evaluate, integrate and translate diverse financial and non-financial information in a manner that is useful for investment decision-making. The selected candidate will be fluent in financial analysis techniques using both qualitative and quantitative methods and will have demonstrated experience in the design, execution, and evaluation of financial transactions involving the public, private or blended financing in a conservation and/or sustainable development context.

The position will report to the Vice President for the CI Ventures program and will engage actively with their global CI Ventures colleagues. CI Ventures sits within the Conservation Finance Division and hence the position will require strong collaboration across multiple divisions and external partners, representing CI in interactions with conservation and development partners engaged in conservation finance, CI grantees, and implementing partners.

Only candidates with the possibility of working in Mexico will be considered for this position.

RESPONSIBILITIES

Develop and implement an investment strategy for the Latin America region:

  • Define investment targets for the region and per country.
  • Identify the most appropriate instruments for the delivery of investments.
  • Benchmark investment conditions as part of the pricing mechanisms.

Develop and manage a portfolio of investments:

  • Lead the general investment processes from deal sourcing to negotiating terms and executing investment opportunities in the Latin America region.
  • Lead the discussions with the Investment Committee members, clarifying and following up on concerns expressed by them on the proposed investments.
  • Manage a dynamic portfolio of investments, including deal performance monitoring, and tracking compliance with reporting obligations.
  • Lead and/or support the cultivation and management of strategic partnerships with leading financial sector and key industry partners, enterprise accelerators and incubators, academic and civil society institutions, and other key partners in order to promote deal sourcing as well as follow on and co-investment opportunities.

Support projects execution in connection with investment opportunities/commitments:

  • Support management of the portfolio of projects and initiatives in connection with the fund investment strategy, primarily in Mexico and Peru, including coordination with local teams, investment advice and tracking of key requirements, activities, and deliverables, and associated scheduling, budgetary, and reporting requirements.

Support fundraising efforts:

  • Support cross-divisional, and cross-programmatic fundraising and development efforts, including cultivation and management of key funder relationships, leading and/or supporting the development of aligned funding proposals, and strategic fundraising and communication materials.

Manage America’s regional team of investments:

  • Manage regional investment team providing guidance, performance appraisal, and support for goals setting for upcoming periods.

Other duties as assigned by supervisor.

WORKING CONDITIONS

  • This position is based in Mexico.
  • This position may require domestic and international travel of 30% or more of employee time, sometimes in difficult travel conditions.

QUALIFICATIONS

Required

Education and experience equivalent to a Bachelor's degree and 7 or more years of progressively responsible professional experience in business, finance, accounting, or related discipline(s) with a specific concentration in the following areas:

Financial Planning & Analysis

  • Preparation, review, analysis, and interpretation of both general-purpose financial statements and reports (i.e. financial accounting), and financial forecasts, plans, budgets, and reports (i.e. managerial accounting).
  • Business resource planning and budgeting, including translation of operational strategies and objectives into financial plans and budgets.
  • Analysis and evaluation of investment and capital budgeting decisions.
  • Development, evaluation, and interpretation of ad hoc financial and economic analyses, models, and decision tools.

Direct Investments; Transactions

  • Direct origination, structuring, and execution of private market debt and/or equity transactions, including but not limited to convertible debt and revenue-based financing transactions.
  • Fundamental analysis of private market debt and equity transactions using qualitative and quantitative methods.
  • Preparation and negotiation of investment term sheets.
  • Preparation of investment memoranda, and coordination and management of due diligence, contracting, and disbursement requirements and processes.

Project Development & Management

  • Development, implementation, and management of projects at multiple scales and levels of complexity.
  • Demonstrated experience in direct oversight and/or implementation of project design, planning, and scheduling; resource budgeting and management; and design, evaluation, and monitoring of project performance objectives.

Technical Advisory & Consulting

  • Experience in the delivery of business consulting, guidance, and advisory services.
  • Experience with geographically and culturally diverse clientele and/or audiences, and in multi-sectoral, multi-disciplinary contexts.

Languages

  • Spanish and English are required for the day-to-day work. Portuguese is a plus.

Required Knowledge, Skills, and Abilities:

  • Effective Collaboration. Demonstrated ability to engage and collaborate within highly matrixed, cross-disciplinary, and geographically and culturally diverse teams and/or organizations to achieve shared goals;
  • Analytical Skills & Abilities. Strong analytical and conceptual skills, and demonstrated ability to understand, evaluate, and interpret a broad range of economic, financial, scientific, and non-technical information used in economic decision-making. Demonstrated ability to translate complex and ambiguous information into actionable strategies and plans.
  • Communication Skills. Superior written, oral and interpersonal communication and presentation skills. Demonstrated ability to interpret and communicate complex analytical data and information to technical, and non-technical audiences.
  • Project/Program Management. Demonstrated ability to manage and successfully execute multiple projects, initiatives, and workstreams with varying degrees of complexity and at multiple scales. Knowledge and skill in project/program performance assessment, measurement, and reporting.
  • Domain & Subject Matter Expertise:
    • Fluency in impact, sustainable, and/or development finance approaches, strategies, and trends across geographies and asset classes;
    • Knowledge of common public and private sector investment structures and mechanisms (e.g. blended financing, credit enhancements, concessional financing tools, etc.) relevant to conservation and development financing;
    • Working familiarity with voluntary and regulated carbon market architecture, crediting mechanisms, and transaction life cycles;
    • Demonstrated knowledge of applied economics, including fundamental concepts, and common analytical frameworks relevant to environmental conservation.
  • Technical Knowledge & Skills:
    • Working knowledge of common industry, market, and economic analysis frameworks and approaches.
    • Applied knowledge of financial and managerial accounting principles, frameworks, approaches, and common financial analysis techniques.
    • Intermediate-level proficiency in construction, interpretation, and testing of investment valuation, sensitivity analyses, and other quantitative analytical models using Excel.
    • Demonstrated knowledge of private market debt and equity investment instruments and structures.

Preferred

  • Knowledge and understanding of the structure, dynamics, and key economic and environmental issues and trends in relevant sectors and industries (e.g. agriculture, forestry, non-timber forest products, tourism, voluntary carbon markets, etc.).
  • Familiarity with natural climate solutions and relevant conservation, restoration, and management strategies.
  • Working familiarity with Salesforce, SharePoint and Microsoft Office, and O365 applications.
  • Advanced-level Excel modeling capabilities.
  • Advanced-level PowerPoint design and layout capabilities.
  • Experience working in emerging, developing market contexts.

To apply for this position please submit a resume and cover letter.

See all Conservation International Career Opportunities HERE

Conservation International is an Equal Opportunity Employer Minorities/Women/Vets/Disabled