FI Equity Analyst (London, GB)

FI Equity Analyst (London, GB)

Purpose of Job

The FI Equity Analyst works as a project team member within the Financial Institution group covering Central Asia, Caucasus, Trkiye and Mongolia. The role supports the full investment cycle with primary focus on equity and equity-linked investments in banks and other financial institutions across the coverage region.

Working under the guidance of the operational leader or senior members of the project team, the FI Equity Analyst will assess equity investment opportunities in financial institutions across the target markets, evaluate financial soundness, growth potential, and development impact to support origination and portfolio management.

EBRDs Financial Institutions team is organised along regional lines. This role sits within the team covering Central Asia, Caucasus, Trkiye and Mongolia.

The FI Equity Analyst, as part of the project team, will work across the full project life-cycle from origination and due diligence through to negotiation and execution, value creation, monitoring, and exit on equity and equity-linked investments in banks and other financial institutions.

Accountabilities & Responsibilities

Under the guidance of the operational leader or senior members of the project team:

1. Structuring and Execution

• Work as a project team member on transactions, contributing to all aspects of project structuring and execution:
• Carry out comprehensive research and analysis of background material, market information and target company financial and operational performance data.
• Evaluate potential risks related to the proposed project, including analysis of financial statements and regulatory filings.
• Prepare financial models and stress-test projections, including capital adequacy, asset quality and profitability metrics for potential investments.
• Carry out initial valuation assessments using a variety of valuation techniques applying sound judgement of whats reasonable and feasible.
• Contribute to preparation of term sheets, participate in negotiations and review of legal documentation. Support with transaction execution working with clients, authorities, consultants and internal support units.
• Where relevant, support the implementation and monitoring of technical co-operation assignments linked to investment projects or the related policy dialogue initiative, including donor reporting and tracking progress
• Assist with internal coordination, including communication with other Bank units, clients and external stakeholders, and preparation of correspondence and presentations, as required.

1. Portfolio Monitoring, Value Creation and Reporting

• Contribute to the monitoring of an assigned portfolio of investments by tracking progress and implementation of value creation plans, updating internal valuations and highlighting major variances/issues to the operational leader.
• Ensure timely collection of covenanted reports and relevant market information.
• Draft clear and concise investment monitoring reports in a timely manner; identify all key issues and recommend corrective actions.
• Maintain relationship and regular communication with the respective counterparties at portfolio companies, staying on top of critical developments with investments.

The role is designed to develop progressively, with the Analyst taking on greater complexity and autonomy as experience and expertise grow.

Qualifications and Skills:

• Bachelors degree in Finance, Economics, Business or related field. Masters degree and/or professional qualification such as ACA, CFA, ACCA, or CIMA is strongly preferred.
• Strong quantitative/numerical skills are critical with the ability to interpret and analyse financial information; proficiency in Excel.
• Advanced financial modelling skills.
• Sector-specific analysis (regulatory capital, solvency, asset quality, liquidity) is required; familiarity with FI market data platforms (Bloomberg, SNL, Refinitiv) is desirable.
• Excellent written and oral communication skills in English; fluent Russian language is strongly preferred.
• Ability to work effectively as a team member and to meet deadlines and under time pressure in a fast-paced environment.
• Strong attention to detail with ability to produce high-quality work across multiple workstreams; good presentation skills.

Experience & Knowledge:

• Relevant financial industry experience (+2 years) from a major private equity / investment banking or auditing/financial consulting firm.
• Demonstrated experience in financial sector analysis is required.
• Previous experience working or investing in the Banks countries of operations or in emerging and frontier markets is a strong advantage.

What is it like to work at the EBRD? / About EBRD

Our agile and innovative approach is what makes life at the EBRD a unique experience! You will be part of a pioneering and diverse international organisation, and use your talents to make a real difference to people's lives and help shape the future of the regions we invest in.

At EBRD, our Values Inclusiveness, Innovation, Trust, and Responsibility are at the heart of how we work. We bring these to life through our Workplace Behaviours: listening well and speaking up, collaborating smartly, acting decisively with full commitment, and simplifying to amplify our impact. These principles shape our culture and define our success. We seek individuals who not only share these values but are also committed to embedding them in their daily work, fostering a positive and high-performing environment.

The EBRD environment provides you with:

• Varied, stimulating and engaging work that gives you an opportunity to interact with a wide range of experts in the financial, political, public and private sectors across the regions we invest in.
• A working culture that embraces inclusion and celebrates diversity. Our workforce reflects a broad range of backgrounds, perspectives, and experiences, bringing fresh ideas, energy, and innovation and enhancing our ability to serve our clients, shareholders, and counterparties effectively.
• A hybrid workplace that offers flexibility to teams and individuals; that is based on trust, flexibility and connectedness.
• An environment that places sustainability, equality and digital transformation at the heart of what we do.
• A workplace that prioritises employee wellbeing and provides a comprehensive suite of competitive benefits.

Diversity is one of the Banks core values which are at the heart of everything it does. As such, the EBRD seeks to ensure that everyone is treated with respect and given equal opportunities and works in an inclusive environment. The EBRD encourages all qualified candidates who are nationals of the EBRD member countries to apply regardless of their racial, ethnic, religious and cultural background, gender, gender identity, sexual orientation, age, socio-economic background or disability.

Please note, that due to the high volume of applications received, we regret to inform you that we are unable to provide detailed feedback to candidates who have not been shortlisted (for further consideration).