Senior Investment Officer
Apply NowCompany: The World Bank Group
Location: Washington, DC 20011
Description:
Senior Investment Officer
Job #:
req32713
Organization:
World Bank
Sector:
Treasury
Grade:
GG
Term Duration:
4 years 0 months
Recruitment Type:
International Recruitment
Location:
Washington, DC,United States
Required Language(s):
English
Preferred Language(s):
Second language is a plus
Closing Date:
4/24/2025 (MM/DD/YYYY) at 11:59pm UTC
Description
The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work 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. For more information, visit www.worldbank.org.
Are you inspired by a global mission to end poverty? Doyou want to build a career in finance with a global impact? The World BankTreasury is one of the few places where you can be on the leading edge offinance as it sits at the only nexus of finance, innovation, and internationaldevelopment. We manage the institution's finances to enable all World Bankoperations and lending. Each year, we issue over $50 billion in bonds,prudently manage over $180 billion in assets, and process over $7 trillion intransactions.
Departments& Teams
Treasury has threedepartments and a compliance and controls team. Learn more about ourorganization: https://treasury.worldbank.org/en/about/unit/treasury/about/what-we-do.
With us, you won't just work in financial markets: you'll help create new ones.
The World Bank Treasury launched a global recruitment campaign to attract the best and brightest talent in the world. We encourage you to learn more about Treasury, organization, people and careers at https://treasury.worldbank.org/careers.
Poverty has no borders, and neither does excellence.
With employees based in Washington, Chennai, and Tokyo, the World Bank Treasury represents over 50 nationalities, and our leadership team hails from all regions of the world. We are proud to be an equal opportunity and inclusive employer. We have a dedicated and committed workforce and do not discriminate based on gender, race, ethnicity, religion, disability, sexual orientation, or gender identity. Learn more about Treasury's greatest strength: its diverse and dedicated staff.
TreasuryOperations is the Department (TREOP) whichprovides a full range of middle and back-office support for Treasury's assetmanagement, capital markets and banking functions. The Department is organizedin three operational units: Capital Markets and Investment Operations (TRECI), Quantitative Solutions and Analytics (TREQA), and Banking Operations (TREBK).
Quantitative Solutionsand Analytics team (TREQA) is the focal point ofquantitative, analytical and reporting supportfor TRE's fixed income asset management business. TREQA developsand implements quantitative models, financial solutions and portfolio analytics; the team also provides supportin financial accounting, investment performance measurement, investment guideline compliance monitoring to for internal& external clients, as well as related capacity building for central banks, sovereign wealth & pensionfunds, office of debtmanagement & strategic partners.
Duties and Accountabilities:
The Senior Investment Officer will play a significant role as an integral part of the team in executing TREQA's work program with a particular focus on investment performance, attribution analytics and client reporting. The primary responsibilities will include, but not be limited to:
Lead system implementation projects, managing and executing tasks in coordination with key Treasury operation teams, ITS and external parties.
Design, develop and implement portfolio analytics, utilizing new reporting tools. For example, analysis to support IBRD and IDA liquidity management and ALM, client portfolio review analytics, as well as ad-hoc projects. Present the information to senior management or clients as needed.
Lead projects in investment portfolio analytics, performance and risk attribution, benchmark management and client reporting in fixed income portfolios. Ensuring data integrity across multiple systems, identifying, and resolving data issues effectively, communicating portfolio performance directly with clients, and presenting portfolio analysis to the senior management as needed.
Provide thought leadership on key technical subjects as well as strategy and market research, GIPS, client implementation and technical assistance.
Actively contribute to advisory engagements and workshops for Treasury clients including central banks, other official sector investment managers and pension funds, among others. Support the onboarding of new clients.
Provide direction and coaching to junior staff. Fostering knowledge sharing and learning to maintain up-to-date professional skills.
Work on additional projects and/or activities as needed within TREQA.
All TREQA staff will also have the following responsibilities to some degree:
Keep abreast of industry best practices and technology improvements pertaining to the team's functions.
Maintaining close contacts and liaising with internal and external counterparts including Treasury colleagues in the investment and funding departments; commercial and investment banks, asset managers and central banks.
Prepare materials for professional collaborations, advisory engagements and workshops with central banks and other official sector institutions.
Communicate any regulatory requirements and industry best practice changes to the Department.
Assist in additional projects as needed within TREQA.
Selection Criteria
1. Master's degree in finance, economics, engineering, data science, mathematics or related discipline and 8+ years relevant substantial experience in finance and investments (with focus on portfolio analytics and investment performance).
2. Extensive knowledge in financial markets and fixed income performance and risk management. Working experience with fixed-income performance attribution is a plus.
3. Excellent project management skills, including timelines, budget and resources, to keep the project on track on schedule.
4. Proven quantitative and qualitative analytical skills. Familiar with reporting tools such as Power BI and Tableau. Knowledge in asset management systems such as Murex is a plus.
5. Demonstrated strong leadership skills and the highest ethical standards.
6. Outstanding communication skills - both verbal and written are required. Experience giving presentations/trainings and communicating/interacting with a broad range of audiences is desirable.
7. Professional certification in CFA, FRM, PRM is a plus.
**This internal requisition is open to WBG and IMF staff only (includingshort-term and extended term consultants/ temporaries). External candidates arerequested not to apply. In case an external candidate applies, theirapplication will not be considered.**
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.
Job #:
req32713
Organization:
World Bank
Sector:
Treasury
Grade:
GG
Term Duration:
4 years 0 months
Recruitment Type:
International Recruitment
Location:
Washington, DC,United States
Required Language(s):
English
Preferred Language(s):
Second language is a plus
Closing Date:
4/24/2025 (MM/DD/YYYY) at 11:59pm UTC
Description
The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work 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. For more information, visit www.worldbank.org.
Are you inspired by a global mission to end poverty? Doyou want to build a career in finance with a global impact? The World BankTreasury is one of the few places where you can be on the leading edge offinance as it sits at the only nexus of finance, innovation, and internationaldevelopment. We manage the institution's finances to enable all World Bankoperations and lending. Each year, we issue over $50 billion in bonds,prudently manage over $180 billion in assets, and process over $7 trillion intransactions.
Departments& Teams
Treasury has threedepartments and a compliance and controls team. Learn more about ourorganization: https://treasury.worldbank.org/en/about/unit/treasury/about/what-we-do.
With us, you won't just work in financial markets: you'll help create new ones.
The World Bank Treasury launched a global recruitment campaign to attract the best and brightest talent in the world. We encourage you to learn more about Treasury, organization, people and careers at https://treasury.worldbank.org/careers.
Poverty has no borders, and neither does excellence.
With employees based in Washington, Chennai, and Tokyo, the World Bank Treasury represents over 50 nationalities, and our leadership team hails from all regions of the world. We are proud to be an equal opportunity and inclusive employer. We have a dedicated and committed workforce and do not discriminate based on gender, race, ethnicity, religion, disability, sexual orientation, or gender identity. Learn more about Treasury's greatest strength: its diverse and dedicated staff.
TreasuryOperations is the Department (TREOP) whichprovides a full range of middle and back-office support for Treasury's assetmanagement, capital markets and banking functions. The Department is organizedin three operational units: Capital Markets and Investment Operations (TRECI), Quantitative Solutions and Analytics (TREQA), and Banking Operations (TREBK).
Quantitative Solutionsand Analytics team (TREQA) is the focal point ofquantitative, analytical and reporting supportfor TRE's fixed income asset management business. TREQA developsand implements quantitative models, financial solutions and portfolio analytics; the team also provides supportin financial accounting, investment performance measurement, investment guideline compliance monitoring to for internal& external clients, as well as related capacity building for central banks, sovereign wealth & pensionfunds, office of debtmanagement & strategic partners.
Duties and Accountabilities:
The Senior Investment Officer will play a significant role as an integral part of the team in executing TREQA's work program with a particular focus on investment performance, attribution analytics and client reporting. The primary responsibilities will include, but not be limited to:
Lead system implementation projects, managing and executing tasks in coordination with key Treasury operation teams, ITS and external parties.
Design, develop and implement portfolio analytics, utilizing new reporting tools. For example, analysis to support IBRD and IDA liquidity management and ALM, client portfolio review analytics, as well as ad-hoc projects. Present the information to senior management or clients as needed.
Lead projects in investment portfolio analytics, performance and risk attribution, benchmark management and client reporting in fixed income portfolios. Ensuring data integrity across multiple systems, identifying, and resolving data issues effectively, communicating portfolio performance directly with clients, and presenting portfolio analysis to the senior management as needed.
Provide thought leadership on key technical subjects as well as strategy and market research, GIPS, client implementation and technical assistance.
Actively contribute to advisory engagements and workshops for Treasury clients including central banks, other official sector investment managers and pension funds, among others. Support the onboarding of new clients.
Provide direction and coaching to junior staff. Fostering knowledge sharing and learning to maintain up-to-date professional skills.
Work on additional projects and/or activities as needed within TREQA.
All TREQA staff will also have the following responsibilities to some degree:
Keep abreast of industry best practices and technology improvements pertaining to the team's functions.
Maintaining close contacts and liaising with internal and external counterparts including Treasury colleagues in the investment and funding departments; commercial and investment banks, asset managers and central banks.
Prepare materials for professional collaborations, advisory engagements and workshops with central banks and other official sector institutions.
Communicate any regulatory requirements and industry best practice changes to the Department.
Assist in additional projects as needed within TREQA.
Selection Criteria
1. Master's degree in finance, economics, engineering, data science, mathematics or related discipline and 8+ years relevant substantial experience in finance and investments (with focus on portfolio analytics and investment performance).
2. Extensive knowledge in financial markets and fixed income performance and risk management. Working experience with fixed-income performance attribution is a plus.
3. Excellent project management skills, including timelines, budget and resources, to keep the project on track on schedule.
4. Proven quantitative and qualitative analytical skills. Familiar with reporting tools such as Power BI and Tableau. Knowledge in asset management systems such as Murex is a plus.
5. Demonstrated strong leadership skills and the highest ethical standards.
6. Outstanding communication skills - both verbal and written are required. Experience giving presentations/trainings and communicating/interacting with a broad range of audiences is desirable.
7. Professional certification in CFA, FRM, PRM is a plus.
**This internal requisition is open to WBG and IMF staff only (includingshort-term and extended term consultants/ temporaries). External candidates arerequested not to apply. In case an external candidate applies, theirapplication will not be considered.**
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.