FI Equity Analyst (London, GB)

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.

Accountabilities & Responsibilities:

• 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 what’s 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.
• Assist with internal coordination, including communication with other Bank units, clients and external stakeholders, and preparation of correspondence and presentations, as required.

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.

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.