Financial Analyst

Job #:
req37109

Organization:
World Bank

Sector:
Treasury

Grade:
GE

Term Duration:
3 years 0 months

Recruitment Type:
Local Recruitment

Location:
Washington, DC,United States

Required Language(s):
English

Preferred Language(s):

Closing Date:
7/3/2026 (MM/DD/YYYY) at 11:59pm UTC

Description

The World Bank Group (WBG) Treasury

WBG Treasury is the Vice Presidency (VPU), reporting to the Managing Director and World Bank Group Chief Financial Officer, performing treasury functions for the IBRD, IDA and IFC and, to varying degrees, other members of the World Bank Group and other public and private sector entities. Its activities are organized and grouped into the following divisions: Capital Markets; Asset Management; Client Solutions & Structuring; Treasury Operations; Treasury Partnerships & Advisory; and Treasury Risk, Compliance & Controls. Treasury has been a large and significant participant in the international financial markets for over eighty years and has achieved a global reputation as a prudent and innovative borrower, investor, and risk manager. Treasury is responsible for: (i) managing approximately $300 billion in assets for the World Bank Group and other official sector investors; (ii) leading IBRD's, IDA's and IFC's triple-A rated financing programs in international and domestic bond and derivative markets; (iii) conducting asset and liability management for IBRD's, IDA's and IFC's balance sheets; (iv) overseeing the development and outreach related to the financing and hedging products the WBG provides for its developing-country clients; and (v) collaborating with the World Bank member countries to help build their financial markets related capacity through advisory services. Staff in Treasury regularly interact and work with other Departments across the Bank and IFC finance, operations, investment teams.

The Pension Department (PEN), responsible for the management of the post-retirement benefit Plans of the World Bank Group, is also part of the WBG Treasury Vice-Presidency, reporting to the VP and WBG Treasurer. PEN fulfills its fiduciary mandate under a strong governance framework established by the World Bank Group, under the oversight of the Pension Finance Committee, chaired by the MDCFO.

The Pension Investments (PENIN) team is responsible for the investment management of the pension plan assets. The key responsibilities include developing the investment strategy, which is outlined in the policy framework and strategic asset allocation and approved by the PFC, and executing the investment strategy through external fund management, ensuring the integration of Environmental, Social, and Governance (ESG) factors. PENIN manages approximately US$47 billion across various asset classes such as fixed income, public equities, private equity, real assets, private credit, and absolute return strategies.

Staff in PENIN are allocated to a particular team upon entry. They may be reassigned to other PENIN teams at the discretion of the Manager of PENIN in response to business priorities. This Financial Analyst (GE) position is intended for PENIN's Investments Capabilities function.

The responsibilities of PENIN's Investment Capabilities team include:

1. Investments Administration:

o Coordinating and monitoring investment and legal investment pipelines (in close collaboration with LEGFI).

o Timely completion/execution of legal documents in liaison with LEGFI

o Providing logistical support for investment due diligence and documentation for new investments.

o Coordinating the execution, transmission and archival of all legal documentation.

o Managing communication with asset managers, including meetings, due diligence sessions, and other outreach activities.

o Coordinating and providing logistical support to the asset class teams, as needed.

2. Implementation of IT solutions: Collaborate with ITS, PENMO, and all PENIN teams to select and implement integrated end-to-end technology solutions that streamline investment processes for investment functions. The key functional building blocks of the technology solutions include:

o Ensuring data aggregation and recording from external managers and processing transactions.

o Managing relationships with external managers and processing transactions.

o Monitoring investment portfolios and producing performance metrics.

Roles & Responsibility:

The Financial Analyst will be responsible for specific tasks related to the implementation of legal documentation for all asset classes or strategies, which will include a combination of, but not limited to, the following:
• Assist in the preparation (completion and processing) of investment fund legal documents such as Subscription Documents and execution of transaction documents negotiated by LEGFI, such as Side Letters, and Limited Partner Agreements, among others.
• Coordinate the legal documentation sign-off with the PEN Director and/or authorized signatories.
• Coordinate PEN aspects of legal investment pipeline to ensure all requests of PEN are timely and accurately reflected, update the pipeline with any changes and to liaise with LEGFI to enable allocation of legal coverage and ensure legal documents are prepared and ready before datelines.
• Act as liaison with LEGFI for relevant legal documentation and inquiries.
• Maintain files electronically and relevant hard copies, including of all documents pertaining to investments and service contracts, for easy access by team members
• Assist with internal and external audits
• Serving as back-up to other Financial Assistants in the department. Undertaking ad hoc duties as may be assigned by the Senior Financial Assistant during absences and/or heavy work periods.

Selection Criteria
• Minimum Education/Experience: Master's degree in Administration or Law degree with at least 5 years relevant work experience, or combination of degree and experience equivalent.
• Experience with processing investment related legal documentation. Familiarity with legal status of international organizations a plus. Basic understanding of economic and financial principles and terminologies.
• Excellent skills in organizing, prioritizing, and coordinating work.
• Capacity to deliver a substantial and proficient level of work independently.
• Sense of responsibility, integrity, and positive attitude.
• Legal Capabilities: Ability to identify relevant issues and risks which could have an impact on the investment and liaise with the relevant PEN stakeholders and LEGFI accordingly. Dedicated team player with excellent organization skills, proactive, keen attention to detail, and a demonstrated ability to handle a variety of concurrent activities in a timely manner with minimal supervision.
• Excellent interpersonal and communication skills, with ability to interact tactfully in internal/external contacts at all levels, exercising good judgment in handling confidential and sensitive information.
• Flexibility to perform a variety of tasks and expand the scope of work and responsibilities, with willingness to work overtime on short notice and committed to achieving individual and team results.
• Highest ethical standards.

Lead and Innovate

Applies creativity, flexibility, and persistence to develop new approaches. Considers own behavior in the context of WBG's values and mission and recognizes the impact on others. Frames problems and
recommends solutions.

Deliver Results for Clients

Demonstrates initiative, independence, and autonomy in addressing client needs in changing business contexts and environments. Has knowledge of department strategy, vision, and goals and can link them to those of the larger organization. Allocates and prioritizes resources according to areas of most urgent need and greatest impact for the client.

Collaborate Within Teams and Across Boundaries

Adopts a collaborative approach to improve overall effectiveness outside one's department and
displays an open, helpful attitude toward others. Approaches conflict as common problems to be solved. Demonstrates understanding of and acts to incorporate multiple perspectives. Frames thinking/actions with a WBG corporate perspective in mind.

Create, Apply, and Share Knowledge

Takes ownership of the organization of knowledge-sharing and learning activities. Contributes to the knowledge of the workgroup and beyond. Uses feedback to develop self and mentor others. Builds personal and professional networks within and beyond the work group.

Make Smart Decisions

Anticipates, researches, reviews, and analyzes available data and relevant empirical evidence,
including lessons learned. Understands risk and can provide basic assessment using cost-benefit analysis. Uses critical thinking and good judgment to make decisions. Supports decisions, takes action, and ensures appropriate follow-up actions are taken.

Records Management/Content Management on Web

Basic conceptual understanding of the principles underlying records management. Ability to identify the essence of the document, file the documents using the correct schema, and route it to appropriate staff for further action.

WBG Culture Attributes:

1. Sense of urgency: Anticipate and quickly respond to the needs of internal and external stakeholders.
2. Thoughtful risk-taking: Challenge the status quo and push boundaries to achieve greater impact.
3. Empowerment and accountability: Empower yourself and others to act and hold each other accountable for results.

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.

Learn more about working at the World Bank and IFC including our values and inspiring stories.