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Financial and Client Operations Loan, Equity Consultant

4 months ago

Chennai, Tamil Nadu, India World Bank Group Full time


Job Description

Description

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CNTFO has co-located some aspects of its work program to IFC's Chennai Office (CNTCO), which has recruited staff in the IFC Financial Operations Support team (CNTFC) to deliver this work program. The team provides support and interacts with IFC colleagues in Washington on a day–to–day basis. The Consultant shall interact extensively with internal partners, such as Loan Operations counterparts, Middle Office Operations team, Investment operations, Syndications Unit, IT teams, Treasury Support, and the IFC Financial Reporting team. The Consultant will report to the Team Lead of the CNTFC Loan & Equity unit in Chennai. The individual must be a self-starter in identifying and undertaking projects or initiatives.

Roles and Responsibilities

The Consultant is a key member of the team, providing operational support for the IFC's Loans and Equity operations. This role requires frequent interaction with internal counterparts in CNT, Treasury, Investment operations team, Trade Finance Middle Office team, Trust Fund Budget team, Blended Finance team, Syndications team, Internal Controls, and external auditors.

  • Participate in the execution of end-to-end servicing of Third-Party Funds (TPF) processes and ensure effective communication and coordination with all the related parties
  • Review Third Party Funds (TPF) project agreements to ensure accurate booking of product-project commitments in IFC systems
  • Review Donor Trust Fund Investment (DTFI) Admin agreements and ensure accuracy in Master Data set-up execution in IFC systems
  • Manage GL Accounts configuration and Event set-up administration in the DTFI system
  • Process SWIFT disbursements for regular loans, other debt products, Short Term finance products, TPF guarantee claims, DTFI rebate payout, DTFI Equity
  • Manage DTFI servicing about Risk Sharing Facilities, Guarantees, and Equities project portfolio
  • Settle client payments associated with IFC and TPF loans, guarantees, short-term finance, risk-sharing facilities, blended finance facilities, and other debt instruments in IFC systems
  • Process SWIFT/wire transfer for periodic reflows of loan principal and income to the IFC's TPF participants
  • Ensure accurate and timely posting of transactions in IFC systems for Loans, Guarantees, and Donor fund activities
  • Monitor daily donor bank account movements and ensure accurate, timely transaction processing, reconciliation, and month-end closing in the IFC Treasury system for DTFI funds
  • Execute the monitoring, reconciliation, compliance, and periodic reporting of DTFI Donors, Risk sharing facilities, MCPP, and Blended finance facilities.
  • Assist in the preparation of Year-end Financial statements, Annual reports, GL analysis, and closing for DTFIs in IFC systems by providing necessary documentation and support
  • Support a wide range of new product initiatives by assessing and advising on the impact of such initiatives on processes in close coordination with the CNTLO/EC Quality Assurance team, IT support team, and Investment operations team
  • Reconcile and articulate accounting issues related to transaction postings in IFC systems, SAP, and ODS
  • Support the department's various existing and future business automation, transformations, and big-ticket institutional projects like loan system replacement, Quantum Upgrade, Investran Upgrade, Core operations system replacement, Swift Upgrade in close coordination with HQ counterparts, different stakeholders, and the IT support teams
  • Participate in the development, testing, and implementation of new and enhanced processes to accommodate the transition of the IFC Loan portfolio from LIBOR to SOFR
  • Guide internal and external clients regarding transaction processes, procedures, and IFC's corporate policies under all aspects of Loans, Guarantees, Third Party Funds (TPF), Donor Trust Funds Investments (DTFI) functions, and Risk Sharing Facilities
  • Provide backup support to the team during high-volume periods to ensure smooth operations delivery
  • Participate in the assessment, design, and implementation of a new internal controls framework for IFC investment trust funds

Selection Criteria

  • Bachelor's Degree preferably with a major in business administration, accounting, finance, or international trade finance
  • Accounting Certification such as CA or CPA would be a plus
  • Minimum 3 years experience in related fields with a public/private financial institution
  • Knowledge of IFC systems, procedures, and policies shall be advantageous. (IFC uses ACBS, CFApps, BI reporting, SAP, Investran, Quantum, and I-Portal)
  • Ability to contribute to team performance with strong interpersonal and communication skills with attention to detail
  • Dedicated teammate with excellent organization skills and ability to interact tactfully and professionally with clients and staff at all levels
  • Ability to deliver quality results under pressure, and with limited direct supervision
  • Excellent problem-solving and analytical skills
  • Solid skills and knowledge of the latest information and office technology, and relevant business tools. Highest ethical and business conduct standards
  • Fluency in written and spoken English required. Fluency in another WBG working language is a plus

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