BlueOrchard is a leading global impact investment manager and member of the Schroders Group. As a pioneer of impact investing, the firm is dedicated to generating lasting positive impact for communities and the environment, while aiming at providing attractive returns to investors. BlueOrchard was founded in 2001, by initiative of the UN, as the first commercial manager of microfinance debt investments worldwide. Today, the firm offers impact investment solutions across asset classes, connecting millions of entrepreneurs in emerging and frontier markets with investors with the aim to make impact investment solutions accessible to all and to advance the conscious use of capital. Being a professional investment manager and expert in innovative blended finance mandates, BlueOrchard has a sophisticated international investor base and is a trusted partner of leading global development finance institutions. To date, BlueOrchard has invested over USD 11 billion across more than 100 countries. As of December 2023, BlueOrchard supported over 300 million people in emerging and frontier markets with its investments. Become part of this unique success story and join our fast-growing company in Lima, Peru as
(Senior) Investment Officer - Origination
We are seeking an experienced (Senior) Investment Officer – Origination to manage a loan portfolio, bring new investees, and foster client relationships with financial institutions across the LATAM region.
The position requires 8-12 months stint on the Analytics team.
Key tasks
- Grow the portfolio of investees in the LATAM region, including deal structuring, conducting due diligence visits, negotiating, and drafting memorandum recommendations from the origination perspective.
- Execute thorough preliminary analyses to evaluate the risk of existing and potential investees, perform necessary due diligence, and develop appropriate loan structures to mitigate identified risks.
- Work with colleagues from the Analytics team to conduct in-person due diligence across various LATAM markets.
- Apply and contribute to the origination strategy for the portfolio of the region, based on the annual targets of risk, return, and impact. This includes:
- Support in building a data base of potential new investees, based on bringing your own portfolio, conferences participation, as well as research from different markets. This includes FIs and non-FIs in countries where BOF already has a presence and new countries. For new countries, this includes researching the criteria that our Funds must comply with in order to do business.
- Proactively support expanding the strategic partners base for syndicated and co-lending opportunities.
- Contribute to developing the annual pipeline of new investees based on regional business plan targets and objectives.
- Ensure a high retention level of existing investees from your portfolio, based on strong effort to maintain solid relationships and originate new debt transactions that meet their financing needs.
- Quarterly monitoring changes in the risk of the markets where we invest to timely adjust the origination strategy.
- Share knowledge with other team members about effective deal structuring, writing high quality memo recommendations, fit for each Fund, due diligence, negotiation techniques, investment tools, core system, among others.
- Provide support with board meetings requests, factsheets, and other corporate presentations.
- Actively support the development of business processes and tools, (i.e. work split, challenge meetings, job descriptions, among others).
- Represent the BOF at national and international conferences in coordination with the line manager.
- Along the other team members, collaborate with the annual goal-setting for the office.
- Promote the best working environment by understanding and role-modelling the vision, mission, and values of BOF and the office.
- Comply with the BOF’s Credit Procedures and business practices.
- Other responsibilities could be added or changed by the line manager to align with the changing needs of the business or the region.
Required skills
- 10+ years of relevant experience structuring loans and assessing Financial Institutions.
- Experience working in an impact investment manager, credit rating agency, the banking industry, or in deposit and non-deposit taking financial entities catering to SMEs and micro entrepreneurs with loans and tailor-made products like leasing and factoring;
- 5+ years of relevant working experience in the Region;
- Strong experience in performing financial due diligences and/or risk assessments on financial institutions;
- Experience with assessing debt investments and conducting detailed credit analysis;
- Experience with assessing social impact and ESG assessments.
- Excellent problem solving and presentation skills required to effectively manage internal and external communication;
- Excellent verbal and writing communication in English and Spanish is required, additional language(s) practiced in the region are a plus;
- Master’s degree in finance, business administration, economics, or related field;
- Willingness to live and work in Lima, Peru and to undertake regular travels in the region.
Your personal profile
- It is expected that you bring your own portfolio of financial institutions from the region.
- Highly commercial, goal oriented, flexible, analytical, self-starter with ambition to excel, and detail oriented;
- High work ethic, capable of multitasking and producing high quality output within set deadlines;
- Demonstrated team player with the ability to work in an international and multi-cultural environment;
- High degree of responsibility and accountability.
What we offer
- Work in a global and fast-growing company with a true commitment to its mission of fighting global poverty and climate change;
- An entrepreneurial culture, offering multiple opportunities for learning and development;
- A dynamic and multicultural team spread around the globe;
- Attractive compensation and exciting career opportunities.
Desired Start date: July/August 2025
Please apply in ENGLISH, including CV and cover letter via www.blueorchard.com/about-us/careers/
Kindly note that only online applications received through our Careers - BlueOrchard will be taken under consideration.
By applying to this position you agree to the terms as described in the Schroders-Job-Application-Notice.pdf (blueorchard.com) and confirm that you have read and understood the legal provisions contained therein.