Portfolio Officer (6170)

The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond—infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100 billion and AAA-rated by the major international credit rating agencies. Collaborating with partners, AIIB meets clients’ needs by unlocking new capital and investing in infrastructure that is green, technology-enabled, and promotes regional connectivity.

The Project and Corporate Finance Clients Department, Global (PCF) is responsible for expanding AIIB client relationships among private-sector clients and sponsors in the infrastructure sector at the senior management and shareholder levels. PCF focuses on the origination and execution of non-sovereign-backed financing (NSBF) transactions across the range of AIIB-covered sectors, geographies, client types, and products. Department drives ongoing expansion of AIIB NSBF volumes, targeting lead-role assignments with the objective of positioning AIIB as a go-to bank for private-sector infrastructure finance.

PCF consists of three business verticals: Project Finance, Corporate Finance, and Direct Equity. The internal portfolio management function is responsible for monitoring and managing the implementation of PCF investments, providing administration, risk management, and quality assurance across its existing and fast-growing portfolio, starting with Direct Equity projects. 

The Portfolio Officer reports to Manager, PCF and is responsible for carrying out portfolio management tasks as specified in Section 3, which refers to Direct Equity investments.

Responsibilities:

A. Involvement in Deal Execution 

• Participate in the structuring phase of implementing Direct Equity investments to develop financial, operational, and developmental KPIs that are tracked after closing.
• Provide sanity checks on the soundness of an investment’s business model, sponsor capacity, ESG alignment, and scalability of impact before committing capital.

B. Proactive Monitoring and Managing of Business Performance and Compliance

• After the closing of an investment, facilitate the partial transfer of the investment to the monitoring and management phase. However, commercial decisions impacting the investment remain with the deal team.
• Conduct periodic reviews of the financial and operational performance, business strategy, valuation evolution, and developmental impact of investments while working alongside internal and external stakeholders. 
• Advise pre-emptively on company, sector, and country issues that may impact the financial or developmental performance of the investment.
• Track market performance, benchmark deviations, and issuer developments by using external ratings, analyst reports, public disclosures, and market surveillance tools.
• Work alongside the deal team to review and analyze periodic reports, Board materials, audit findings, and other reports to assess business trajectory against the AIIB Equity Assessment Framework and develop an informed opinion about expected company performance.

C. Monitor Portfolio Events and Risks 

• Identify and provide early warnings to management about critical deviations from the original investment plan or newly emerging risks.
• Proactively assess and monitor reputational risks related to governance failures, regulatory breaches, ESG controversies, or adverse media coverage, and update the deal team.
• Monitor investment-related events, such as capital raises, shareholder disputes, dilution risks, or changes in control, ensuring alignment with terms to ensure that the interests of the investment and AIIB are protected.
• Work alongside the deal team to propose appropriate remedies and coordinate related activities with internal and external stakeholders.
• Coordinate amendments, waivers, consents, or material issues requiring shareholder consent or governance action.

D. Exit Monitoring and Market Alignment

• Monitor secondary market conditions, pricing trends, market developments to identify optimal timing and pathway for exits to achieve the Bank’s target return.
• Assess liquidity events and exit readiness across the portfolio, factoring in strategic/financial buyer appetite, IPO windows, and secondary sale opportunities.

E. Management of Experience and Knowledge Feedback Loops

• Identify and summarize lessons learned from the existing portfolio and feed this knowledge back to other teams (including through activities such as training PCF staff).
• Guide junior team members in all tasks related with portfolio management.

Requirements:

• Master's degree (such as in economics, finance, business administration, international relations, or a similar field relevant to the AIIB’s operations) or equivalent experience. 
• Minimum 8 years of relevant experience in private equity, growth equity, principal investments, or portfolio management. Prior work in a development finance institution, multilateral development bank, sovereign wealth fund, private equity fund, or investment bank is a strong plus.
• Sound knowledge of monitoring post-investment performance and managing risks in emerging markets and/or complex, multistakeholder environments.
• Exposure to equity deal structuring, including shareholder rights, exit mechanisms, and governance terms.
• Comfortable with financial analysis, modeling, and valuation (e.g., DCF, multiples). Experience in building and auditing financial models would be a plus.
• Understanding of equity-related legal documentation, including SHA, SPA, and governance protocols.
• Ability to collaborate with others in the organization as well as proven ability to function in teams and contribute positively and productively to other team members and to the team's work and output, demonstrating respect for different points of view.
• Superior written and verbal communication skills in English, with demonstrable ability to think strategically and synthesize complex issues (translated into effective oral and written briefs and ability to comprehend and review complex legal documents).

AIIB is committed to diversity, transparency and inclusion. We believe our strength comes from having a team with the right diverse skills, experiences and abilities selected through a merit-based competitive process. We actively encourage applications from people from both within and outside AIIB members, regardless of nationality, religion, gender, race, disability or sexual orientation.

Previous experience and qualifications will determine the grade and job title at which successful applicants will enter AIIB.

Join us and help create a prosperous and sustainable Asia while growing your career in a diverse and innovative environment.