ABOUT IMPACT INVESTMENT EXCHANGE (IIX):

Impact Investment Exchange (IIX (https://iixglobal.com/)) is a pioneer in the global impact investing movement, dedicated to reshaping finance for sustainable development with a focus on gender equality and climate action through capital mobilization and data-based solutions. For over a decade and a half, we’ve been building the sustainable investing market, from establishing the world’s largest crowdfunding platform for impact investing (Impact Partners™ (http://impactpartners.iixglobal.com/)), operating award-winning enterprise technical assistance programs, creating innovative financial products such as the Women’s Livelihood Bond™ Series, (https://wlb.iixglobal.com/) (listed 6 bonds in the public market with zero credit default) and establishing an Impact Institute (https://institute.iixglobal.com/) and Research & Advisory. (https://iixglobal.com/research-and-insights/) While we are very deep with our work in Asia, the Pacific, and Africa, our work spans 60 countries globally where we have invested close to $500 million of private-sector capital, positively impacted over 160 million direct and household lives, and avoided over 1.9 million metric tons of carbon and have collected over 90,000+ data points on sustainable micro, small and medium enterprises (MSMEs). The base of IIX’s work is IIX Values™ (https://iixvalues.com/), an impact verification tech solution measuring investments’ social and environmental impact to the last mile, amplifying the voices of the underserved. In 2022, we, along with global partners, launched the Orange Movement™ (https://orangemovement.global/) and, within that, created a new asset class, Orange Bond (https://orangemovement.global/orange-bonds), to demonstrate the intersectionality of gender equality and climate action and unlock $10 billion in capital markets by 2030, impacting 100 million women, girls, and gender minorities and making them a key player in climate mitigation and adaptation efforts. In 2024, we unveiled our global data hub, IIX Intelligence™, (https://intelligence.iixvalues.com/) which aggregates, evaluates, and benchmarks data from sustainable MSMEs, offering unparalleled insights into gender diversity, climate action, ESG performance, and community risk management. IIX Intelligence demonstrates with data the importance of MSMEs as a backbone of sustainable development. Numerous accolades, including the Oslo Business for Peace and the UN Global Climate Action Award, have recognized our efforts. Our team’s ‘PREM (https://iixglobal.com/our-philosophy/)’ values—passion, resilience, equity, and mavericks—propel our efforts, bringing meaningful change to Global South communities and the 99%.
You can visit our website www.iixglobal.com (http://www.iixglobal.com) to know more about us.

DUTIES AND RESPONSIBILITIES:

IIX seeks an experienced AVP/VP, Credit Portfolio Management who will support the credit process for IIX’s lending products, including its existing and future Women’s Livelihood Bond loan portfolios. The successful candidate will be involved in both monitoring the performance of existing loan portfolios for outstanding bond instruments and for identifying and analyzing prospective new borrowers as IIX expands its lending activities. Monitoring activities will include liaising with borrowers to monitor financial performance and compliance with covenants as well as the preparation of quarterly and annual financial reports for submission to investors and program partners. The successful candidate will track and assess the borrowers’ performance and share accurate results and frequent progress updates with investors and partners. This individual serves as part of the first line of defense in identifying and mitigating obligor’s risk in existing and proposed debt products. Credit analysis related to new lending activities will include helping to identify potential borrowers – including both microfinance institutions and other high-impact enterprises in the region – and to analyzing these potential borrowers based on IIX’s lending criteria. The individual will work directly with teammates in the Innovative Finance team to drive credit analysis, underwriting of credit exposure and active risk management of the credit portfolio. This individual will provide subject matter expertise and manage the overall delivery of lending products to assigned clients.

PRIMARY RESPONSIBILITIES

• Provide support in the active origination and screening of potential borrowers for the WLB portfolios
• Analyze financial and impact information and reports relating to borrowers and potential borrowers;
• Analyze current and past financial data; review current financial performance and identify trends
• Craft investment rationale and draft investment proposals for the investment committee
• Monitor and interpret economic, market, and sector fundamentals, risks and opportunities
• Provide transaction support on transactions including support on desk due diligence, financial analysis, deal structuring, documentation and transaction closure
• Monitoring of WLB portfolio investments as well as markets in which they are operating
• Provide day-to-day operations support for credit risk management and transaction management
• Involve with FX trades, loan related payments, registration and documentation, third party (SIDA/DFC/KOICA) and other stake holders reporting and documentation.