Investment Advisory Specialist
Job Locations
US-DC-Washington
ID |
2025-3928
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Position Type |
Regular Full-Time
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Clearance Requirements |
Ability to obtain Public Trust/NACI
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About the Role
Culmen International is seeking an Investment Advisory Specialist to work full time in Washington D.C. for the U.S. Development Finance Corporation. This position is located in the Office of Energy (OE) of the U.S. Development Finance Corporation (DFC), the U.S. Government's development finance institution. DFC mobilizes private capital to help solve critical world challenges and in doing so, advances U.S. foreign policy. This position's work will involve providing medium- to long-term funding through direct loans and guaranties as a complement to private sector investments.
What You'll Do in Your New Role
Conducts in-depth analyses of new loan proposals to determine their financial, technical,
economic, legal, marketing, and political feasibility. Performs in depth analyses of the nature of
the proposed business ventures; the financial statements provided by the sponsors; country
related macroeconomic and microeconomic risks; risks related to project contractual obligations;
the eligibility, financial standing and business background of the sponsor; and other related
factors. Works with and modifies sponsor provided financial projections to assess logical model
construction and adequacy of business case assumptions for the proposed DFC financing. As
necessary, as part of the due diligence process, creates financial models and conducts
sensitivity analyses to test project assumptions and key economic drivers.
- Negotiates with key interested parties on DFC loan terms, including collateral security and
completion support, and policy requirements. Coordinates financial plans with development banks, IFC, Export-Import Bank, and commercial or investment banking institutions. - Consults, as required, with recognized industry experts on the technical aspects of
proposed projects. Obtains information through field visits, correspondence with officials of the host country, private firm representatives, government personnel and other sources needed to analyze applications for DFC financing assistance. - Works directly with Credit Policy and Development Policy in support of negotiations with
key interested parties on DFC financing terms, including collateral security and completion support, as well as policy requirements. - Prepares recommendations and required papers and correspondence. Presents loan
proposals to the various approval committees. Reviews and comments on contract, obtains appropriate agency clearances and obtains investor's signature and fee. - Works with the Managing Director to track the pipeline of transactions and prepares
outcome reports as required for internal and external audiences. - May serve as senior manager(s) performing duties that encompass program
development and management for an issue/area (region or sector), or assuming a leadership role in the conduct of new and/or unique project financings that fit DFC program and strategic goals. Shall provide the department with in-depth underwriting procedural expertise in business development activities and network with international finance institution leaders in order to promote DFC objectives. - Shall support DFC externally at conferences as required, participating in
interdepartmental activities such as Task Forces, advising representatives of private U.S. firms on the DFC's loan guaranty programs, and other financing programs and initiatives. - Shall collaborate with parties internal and external to the Corporation (i.e., MF-NCS
Investment Advisor, DFC's regionally based teams, OE, and other U.S. Government interagency partners participating in the Mobilizing Finance to determine whether projects are feasible and should be developed for review by the Corporation approving authorities, committees, and boards. - Performs other related duties as assigned.
- Responds to communications in a timely manner and conducts duties with
professionalism. - Reports to DFC OE managing Director.
Required Qualifications
EDUCATION and CERTIFICATION: Minimum of a master's degree in international business/studies, international relations, finance, business, economics, political science, or a related field. EXPERIENCE: Minimum of 3 years in the last 5 years with experience in international finance, financial modeling, investments in developing countries, and related skills in the following: * Experience analyzing and structuring complex international finance capital market transactions. * Experience with financial modeling and financial statement analysis. * Experience in investments and strategic engagement in developing countries. * Experience or skills in supporting projects that address critical needs. * Experience with financial modeling and financial statement analysis. * Broad and comprehensive knowledge of international business practices. * Evaluating or responding to requests for financial support from entrepreneurs or businesses. * Working, often independently or with minimal supervision, on simultaneous projects, in a complex environment, and under deadlines. * Excellent English speaking, reading, and writing skills. * Demonstrated ability to produce written materials that are clear and succinct. * Delivering customer service and resolving customer queries.
Desired Qualifications
PREFERRED EXPERIENCE: Evaluation preference will be given to applicants who have the following special skills or knowledge of: * International work experience, especially in Africa, Southeast Asia, and/or Brazil. * Experience or skills in supporting forest, agricultural, or other land use activities projects. * Experience evaluating and responding to requests for financial support from entrepreneurs or businesses undertaking business activities in emerging market countries. * Experience evaluating and responding to requests to a development finance institution for financial support. * Broad and comprehensive understanding of development finance and the work of development finance institutions. OTHER REQUIREMENTS: Must be able to obtain and maintain a Public Trust or higherlevel clearance.
About the Company
Culmen International is committed to enhancing international safety and security, strengthening homeland defense, advancing humanitarian missions, and optimizing government operations. With experience in over 150 countries, Culmen supports our clients to accomplish critical missions in challenging environments.
- Exceptional Medical/Dental/Vision coverage with 100% of the premiums paid by the company for all eligible employees and their eligible dependents (including same or opposite sex domestic partners)
- 401k - Vested immediately and 4% match
- Life insurance and disability paid by the company
- AFLAC Available
- Opportunities for Training and Continuing Education
- 12 Paid Holidays
To learn more about Culmen International, please visit www.culmen.com At Culmen International, we are committed to creating and sustaining a workplace that upholds the principles of Equal Employment Opportunity (EEO). We believe in the importance of fair treatment and equal access to opportunities for all employees and applicants. Our commitment to these principles is unwavering across all our operations worldwide.
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