IDB Invest - Financial and Transaction Services Sr. Associate

IDB Invest
- Financial and Transaction Services Sr. Associate

Job Description IDB Invest
- Financial and Transaction Services Sr. Associate City:
Washington DC Company: IDB Invest Posting End Date: 8/14/2026 11:59 PM EST

IDB Invest is the private sector arm of the IDB Group and an international financial institution committed to addressing the development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in the region.

IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals:
Infrastructure and Energy, Financial Intermediaries, and Corporates.

In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, to approximately $19 billion, and unlocking greater private sector participation to drive development and climate impact across the region.

We manage and execute key operational activities related to IDB Invest’s project portfolio, ensuring the seamless processing of financial transactions within the loan management system. This includes supporting disbursements, billing schedules, collections of interest, principal and associated fees, and other portfolio-servicing events across loans, guarantees, debt securities, equity investments, funds, and other financial products.

The team also supports the integrity of financial data, accurate operational reporting, and controls aligned with IDB Invest’s governance. We continuously optimize workflows and systems to enhance operational efficiency, service quality and the scalability of the operating model.

We are seeking a proactive, organized and detail-oriented Sr. Associate to serve as Segment Coordinator for a defined portfolio segment. The ideal candidate combines strong transaction execution skills with analytical capacity, resource coordination, process discipline, and the ability to support systems and implementation activities.

The Sr. Associate/Segment Coordinator role will coordinate day-to-day execution for an assigned segment, ensuring timely delivery, quality control, and consistent application of operational procedures.

Key responsibilities include:

• Coordinate resources and day-to-day operational activities for the assigned segment, focusing on the administration and servicing of loans, equity investments, debt securities, guarantees, and other financial products, following defined procedures, priorities, and controls.

• Conduct data gathering, operational analysis, and reporting activities related to routine to moderately complex transactions, portfolio activities, operational projects, agreements, and process improvement initiatives.

• Support project origination and portfolio servicing by reviewing and registering relevant terms and conditions of financial products in the loan management system.

• Review and validate more complex or sensitive transactions and operational outputs prepared by analysts or contractors, ensuring consistency with approved documentation, internal procedures, controls, and system requirements.

• Set up, enhance, document, test, and support implementation of systems, workflows, controls, reports, and operational processes required to support portfolio administration, transaction execution, and strategic initiatives.

• Act as a technical reference point for the assigned segment by documenting recurring issues, reinforcing standard operating procedures, supporting training, and sharing knowledge with analysts and contractor resources.

• Collaborate with peer functions and cross-functional teams on operational readiness for new products or processes, issue resolution, data quality, continuous improvement, and implementation of approved changes.

Education: You hold a master’s degree or equivalent in finance, business administration, accounting, law, economics, or another relevant field.

Experience: You have at least 3 years of relevant experience in…