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Investment Advisory Specialist

About the Role

Culmen International is seeking an Investment Advisory Specialist to work full time in Washington D.C. for the U.S. Development Finance Corporation. 

 

This position is located in the Office of Energy (OE) of the U.S. Development FinanceCorporation (DFC), the U.S. Government’s development finance institution. DFC mobilizesprivate capital to help solve critical world challenges and in doing so, advances U.S. foreignpolicy. This position’s work will involve providing medium- to long-term funding through directloans and guaranties as a complement to private sector investments.

What You’ll Do in Your New Role

 

  • Conducts in-depth analyses of new loan proposals to determine their financial, technical,economic, legal, marketing, and political feasibility. Performs in depth analyses of the nature ofthe proposed business ventures; the financial statements provided by the sponsors; countryrelated macroeconomic and microeconomic risks; risks related to project contractual obligations;the eligibility, financial standing and business background of the sponsor; and other relatedfactors. Works with and modifies sponsor provided financial projections to assess logical modelconstruction and adequacy of business case assumptions for the proposed DFC financing. Asnecessary, as part of the due diligence process, creates financial models and conductssensitivity analyses to test project assumptions and key economic drivers.
  • Negotiates with key interested parties on DFC loan terms, including collateral security andcompletion support, and policy requirements. Coordinates financial plans with developmentbanks, IFC, Export-Import Bank, and commercial or investment banking institutions.
  • Consults, as required, with recognized industry experts on the technical aspects ofproposed projects. Obtains information through field visits, correspondence with officials of thehost country, private firm representatives, government personnel and other sources needed toanalyze applications for DFC financing assistance.
  • Works directly with Credit Policy and Development Policy in support of negotiations withkey interested parties on DFC financing terms, including collateral security and completionsupport, as well as policy requirements.
  • Prepares recommendations and required papers and correspondence. Presents loanproposals to the various approval committees. Reviews and comments on contract, obtains appropriate agency clearances and obtains investor's signature and fee.
  • Works with the Managing Director to track the pipeline of transactions and preparesoutcome reports as required for internal and external audiences.
  • May serve as senior manager(s) performing duties that encompass programdevelopment and management for an issue/area (region or sector), or assuming a leadershiprole in the conduct of new and/or unique project financings that fit DFC program and strategicgoals. Shall provide the department with in-depth underwriting procedural expertise in businessdevelopment activities and network with international finance institution leaders in order topromote DFC objectives.
  • Shall support DFC externally at conferences as required, participating ininterdepartmental activities such as Task Forces, advising representatives of private U.S. firmson the DFC's loan guaranty programs, and other financing programs and initiatives.
  • Shall collaborate with parties internal and external to the Corporation (i.e., MF-NCSInvestment Advisor, DFC’s regionally based teams, OE, and other U.S. Government interagencypartners participating in the Mobilizing Finance to determine whether projects arefeasible and should be developed for review by the Corporation approving authorities,committees, and boards.
  • Performs other related duties as assigned.
  • Responds to communications in a timely manner and conducts duties withprofessionalism.
  • Reports to DFC OE managing Director.

Required Qualifications

EDUCATION and CERTIFICATION: Minimum of a master’s degree in internationalbusiness/studies, international relations, finance, business, economics, political science, or arelated field.

EXPERIENCE: Minimum of 3 years in the last 5 years with experience in internationalfinance, financial modeling, investments in developing countries, and related skills in thefollowing:

• Experience analyzing and structuring complex international finance capital markettransactions.• Experience with financial modeling and financial statement analysis.• Experience in investments and strategic engagement in developing countries.• Experience or skills in supporting projects that address critical needs.• Experience with financial modeling and financial statement analysis.• Broad and comprehensive knowledge of international business practices.• Evaluating or responding to requests for financial support from entrepreneurs orbusinesses.• Working, often independently or with minimal supervision, on simultaneous projects, in acomplex environment, and under deadlines.• Excellent English speaking, reading, and writing skills.• Demonstrated ability to produce written materials that are clear and succinct.

• Delivering customer service and resolving customer queries.

 

 

Desired Qualifications

PREFERRED EXPERIENCE: Evaluation preference will be given to applicants who havethe following special skills or knowledge of:

• International work experience, especially in Africa, Southeast Asia, and/or Brazil.• Experience or skills in supporting forest, agricultural, or other land use activitiesprojects.• Experience evaluating and responding to requests for financial support fromentrepreneurs or businesses undertaking business activities in emerging marketcountries.• Experience evaluating and responding to requests to a development finance institutionfor financial support.• Broad and comprehensive understanding of development finance and the work ofdevelopment finance institutions.

 

OTHER REQUIREMENTS: Must be able to obtain and maintain a Public Trust or higherlevelclearance.

About the Company

Culmen International is committed to enhancing international safety and security, strengthening homeland defense, advancing humanitarian missions, and optimizing government operations. With experience in over 150 countries, Culmen supports our clients to accomplish critical missions in challenging environments.

 

  • Exceptional Medical/Dental/Vision coverage with 100% of the premiums paid by the company for all eligible employees and their eligible dependents (including same or opposite sex domestic partners)
  • 401k – Vested immediately and 4% match
  • Life insurance and disability paid by the company
  • AFLAC Available
  • Opportunities for Training and Continuing Education
  • 12 Paid Holidays

  

To learn more about Culmen International, please visit www.culmen.com

 

At Culmen International, we are committed to creating and sustaining a workplace that upholds the principles of Equal Employment Opportunity (EEO). We believe in the importance of fair treatment and equal access to opportunities for all employees and applicants.  Our commitment to these principles is unwavering across all our operations worldwide.

Average salary estimate

$100000 / YEARLY (est.)
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$80000K
$120000K

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What You Should Know About Investment Advisory Specialist, Culmen International

Culmen International is eager to welcome a new Investment Advisory Specialist to our team in Washington, D.C., working closely with the U.S. Development Finance Corporation (DFC). In this engaging role, you'll help shape the future of international financing by conducting in-depth analyses of loan proposals, assessing their feasibility from multiple angles—financial, technical, economic, and more. You're not just crunching numbers; you're actively negotiating terms with key stakeholders and collaborating with analysts, project managers, and industry experts to ensure that every proposal aligns with DFC goals. Your creative yet analytical mindset will be pivotal in developing financial models, deriving insights from market conditions, and informing critical funding decisions that address global challenges. As part of your responsibilities, you’ll present loan proposals to approval committees, ensuring that every detail is well-documented and ready for scrutiny. You'll track transactions and deliver comprehensive reports that communicate the outcomes of investment decisions to various audiences. Culmen International is dedicated to fostering a workplace that prioritizes equal opportunity while valuing the diverse backgrounds and expertise of all our team members. If you're passionate about international finance and eager to make a difference, we invite you to apply and join us in our mission.

Frequently Asked Questions (FAQs) for Investment Advisory Specialist Role at Culmen International
What are the primary responsibilities of the Investment Advisory Specialist at Culmen International?

The Investment Advisory Specialist at Culmen International is responsible for conducting thorough analyses of loan proposals, assessing their feasibility, negotiating with stakeholders on loan terms, and collaborating with various partners to support project financing decisions. This multifaceted role requires effective communication skills and an analytical approach to evaluating and modeling financial data.

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What qualifications are required for the Investment Advisory Specialist position at Culmen International?

Culmen International seeks candidates with a minimum of a master’s degree in fields such as international business, finance, or economics, along with at least three years of experience in international finance. Strong skills in financial modeling and analysis, coupled with excellent English communication abilities, are also essential for this role to ensure successful evaluations of complex transactions.

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How does the Investment Advisory Specialist at Culmen International contribute to international finance?

The Investment Advisory Specialist plays a key role in mobilizing private capital for development projects that address critical global challenges. They work on creating financial models, negotiating loan terms, and ensuring that funding proposals align with U.S. foreign policy, thereby contributing to the international finance landscape and promoting sustainable development in emerging markets.

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What skills are essential for an Investment Advisory Specialist working with Culmen International?

Key skills for an Investment Advisory Specialist include strong analytical abilities for assessing financial proposals, excellent negotiation tactics for discussions with stakeholders, and thorough knowledge of international business practices. Experience in financial modeling, familiarity with complex capital transactions, and an understanding of the development finance sector are also vital for success in this role.

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What career growth opportunities does Culmen International offer for Investment Advisory Specialists?

Culmen International offers numerous growth opportunities for Investment Advisory Specialists, including professional development through training programs, mentorship from senior managers, and involvement in high-stakes financial negotiations. Additionally, by engaging with international stakeholders and participating in conferences, employees can expand their professional network and enhance their expertise in development finance.

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Common Interview Questions for Investment Advisory Specialist
Can you describe your experience with financial modeling in the context of investment analysis?

When answering this question, detail specific projects where you applied financial modeling. Highlight your ability to create dynamic models that forecast outcomes and assess risks, while also discussing how you used these models to support financial decisions.

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How do you approach analyzing the feasibility of a loan proposal?

Outline a structured approach that includes understanding the underlying business model, evaluating market risks, and assessing the financial implications. Emphasize your ability to communicate complex data clearly to stakeholders.

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What strategies do you use when negotiating loan terms?

Discuss your negotiation tactics, emphasizing the importance of understanding the interests of both parties and finding mutually beneficial solutions. Provide examples of past successful negotiations and the outcomes achieved.

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How do you stay updated on international finance trends?

Mention specific resources such as industry publications, conferences, and networking groups you participate in. Highlight your proactive approach to continuous learning and how it informs your work as an Investment Advisory Specialist.

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Can you give an example of a complex financial transaction you have structured in the past?

Share a specific instance where you successfully structured a complex deal, illustrating your analytical skills and problem-solving capabilities. Discuss the challenges you encountered and how you overcame them.

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What do you believe are the most significant challenges facing development finance today?

Express your insights on current challenges in the sector, such as economic volatility or political risk. Highlight how your experience equips you to navigate these challenges effectively.

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How do you prioritize multiple projects in a fast-paced environment?

Describe your project management techniques, such as setting clear milestones, using task management tools, and effective communication with your team. Provide examples of how you’ve successfully managed competing deadlines.

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How do you ensure accuracy in financial analyses and reporting?

Emphasize your attention to detail and the steps you take to validate data accuracy, including cross-checking information and using reliable sources. Mention how you review your work or involve team members for feedback.

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What role does collaboration play in your success as an Investment Advisory Specialist?

Discuss your approach to teamwork, emphasizing the importance of leveraging diverse perspectives. Share how collaboration has led to better outcomes in past projects.

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Why do you want to work with Culmen International as an Investment Advisory Specialist?

Articulate your enthusiasm for Culmen International’s mission and how your skills align with their objectives. Highlight your passion for international development and financial strategies that promote sustainable growth.

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Established in 2004, Culmen International, LLC, provides mission oriented technical, management and logistics services supporting clients worldwide with extensive experience operating in over 140 countries on six continents. We are dedicated to en...

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Full-time, on-site
DATE POSTED
April 6, 2025

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