About IIX
IIX (Impact Investment Exchange) is a Singapore-headquartered pioneer in impact investing, connecting capital markets with sustainable development. For over a decade, IIX has been building the infrastructure for impact — structuring innovative financial instruments, running donor-funded development programs, and developing digital platforms that serve impact investors, enterprises, and communities across Asia and beyond.
Our work spans impact-linked securities, blended finance, gender-lens investing, and climate finance — always with the goal of mobilizing private capital for social and environmental good. We are a lean, mission-obsessed team. Everyone here wears multiple hats, moves fast, and cares deeply about the work. If that energizes you, you’ll thrive at IIX.
www.iixglobal.com
About The Role:
IIX is seeking an experienced AVP, Credit Portfolio Management to support the credit process for its lending products, including existing and future Women's Livelihood Bond™ loan portfolios. This role monitors the performance of existing loan portfolios and identifies and analyzes prospective new borrowers as IIX expands its lending activities — serving as part of the first line of defense in identifying and mitigating obligor risk, liaising with borrowers on financial performance and covenant compliance, and preparing quarterly and annual reports for investors and program partners. Working directly with the Innovative Finance team, this individual will drive credit analysis, underwriting of credit exposure, and active risk management of the credit portfolio, providing subject matter expertise and managing the overall delivery of lending products to assigned clients.
Key Responsibilities
Credit analysis related to new lending activities will include helping to identify potential borrowers — including microfinance institutions and other high-impact enterprises in the region — and analyzing these potential borrowers based on IIX's lending criteria. Candidates with corporate credit risk, financial analysis, and portfolio monitoring experience will thrive in this role.
Key Responsibilities:
Corporate Credit & Financial Analysis
- Strong ability to assess financial statements, cash flows, debt servicing capacity, and risk factors for corporate borrowers
- Understanding of loan structuring, financial covenants and conditions, and repayment risk
Macroeconomic Insight
- Ability to assess economic and industry trends impacting borrower risk
Portfolio Monitoring & Risk Management
- Track borrower performance, covenant and conditions compliance, and early warning indicators
- Identify risks and recommend mitigation strategies
Excel & Financial Modeling
- Proficiency in Excel (Index-Match, VLOOKUP, pivot tables, basic modeling) for financial analysis
Reporting & Communication
- Experience preparing credit appraisal reports and memos, credit assessments, financial reports, portfolio, borrower, and country updates, and other ad hoc reports
- Strong verbal and written communication skills, with the ability to present credit and credit risk findings clearly and persuasively
Attention to Detail
- Ability to identify data inconsistencies and verification issues
Stakeholder Management
- Strong interpersonal skills; client-facing experience is a plus
Candidates with corporate credit risk, financial analysis, and portfolio monitoring experience will thrive in this role.
KPI (Key Performance Indicators)
- Analyze financial and impact information and reports relating to borrowers and potential borrowers
- Analyze current and past financial data; review current financial performance and identify trends
- Craft investment rationale and draft investment proposals for the investment committee
- Monitor and interpret economic, market, and sector fundamentals, risks, and opportunities
- Provide transaction support, including desk due diligence, financial analysis, deal structuring, documentation, and transaction closure
- Monitor WLB portfolio investments as well as the markets in which they operate
- Provide day-to-day operations support for credit risk management and transaction management
- Support the active origination and screening of potential borrowers for the WLB portfolios
Preferred Qualifications
We are seeking a financial and credit analyst with strong expertise in corporate credit assessment, portfolio monitoring, and macroeconomic analysis. The ideal candidate will have a deep understanding of financial risks, borrower performance, and lending dynamics, particularly in emerging markets.
- Education: Bachelor’s degree required; MBA or Master’s degree, CFA is a plus.
- Experience: Minimum 5 years in corporate credit assessment within a lending institution (not retail/credit cards); SME lending experience is a plus.
- Market Exposure: Experience in emerging markets (Asia / Africa) is a plus. Time spent in developing countries is an advantage.
- International development and/or impact enterprise or MFI experience
- Academic or professional experience with IIX sector specializations (including renewable energy, sustainable agriculture, inclusive finance, technology access, rural healthcare services, education)
- Fluency or proficiency in one or more regional languages
- Start Date: Immediate
- Location: Philippines
Why Join IIX?
- Hands-on exposure to impact investing and sustainable finance
- Opportunity to drive global change in gender equality and climate action
- Fast-track professional growth with training, mentorship, and leadership opportunities
- Work with leading institutions – from UN agencies to top financial institutions
At IIX, we look for individuals who are:
✔ Passionate – Dedicated to impact investing and social finance
✔ Resilient – Able to navigate challenges in emerging markets
✔ Equitable – Committed to maximizing measurable social and financial impact
✔ Maverick – Independent, innovative, and bold in their approach
Application Process
- Submit your cover letter & resume
- Only shortlisted candidates will be contacted.
- Your personal data will be used strictly for recruitment purposes.
IIX is an equal-opportunity employer.
Submission: Please submit a cover letter and a resume. A test on technical knowledge will also be required if you are shortlisted or you can provide your work samples. Qualified candidates will be considered and contacted by a member of the IIX team for interviews and to discuss your skills, interests and experiences.
Skills Required
- Bachelor's degree
- Minimum five years of corporate credit assessment experience within a lending institution, excluding retail or credit card lending
- Corporate credit risk, financial analysis, and portfolio monitoring experience
- Ability to assess financial statements, cash flows, debt servicing capacity, and corporate borrower risk
- Understanding of loan structuring, financial covenants, lending conditions, and repayment risk
- Ability to assess macroeconomic, economic, industry, market, and sector trends affecting borrower risk
- Experience monitoring borrower performance, covenant compliance, and early warning indicators
- Proficiency in Excel, including Index-Match, VLOOKUP, pivot tables, and basic financial modeling
- Experience preparing credit appraisal reports, credit memos, financial reports, portfolio updates, borrower updates, and country updates
- Strong verbal and written communication skills
- Ability to identify data inconsistencies and verification issues
- Strong interpersonal and stakeholder-management skills
- SME lending experience
- Experience in emerging markets, particularly Asia or Africa
- International development, impact enterprise, or microfinance institution experience
- MBA or master's degree
- CFA qualification
- Experience in renewable energy, sustainable agriculture, inclusive finance, technology access, rural healthcare services, or education sectors
- Fluency or proficiency in one or more regional languages
What We Do
Impact Investment Exchange (IIX) bridges the gap between finance and development. IIX is a core member of the International Capital Markets Association, a strategic member of IMP Impact Measurement and Management Practice, and a part of the BAPPENAS Advisory Committee on Blue Finance. We are also proud to be affiliated with the World Economic Forum Social Enterprise Alliance, UNICEF Child Bond Working Group, the Global Impact Investing Network (GIIN) and the Asian Venture Philanthropy Network (AVPN). As a pioneer of impact investing, we build pathways to connect the Wall Streets of the world with the backstreets of underserved communities by measuring and unlocking investment capital. We achieve sustainable development and equitable growth through working with investors, entrepreneurs and ecosystem partners to raise capital, empowering stakeholders with rigorous advice/research for sound actions, and pushing the impact investing space from the margins to the mainstream. Our activities focus on three key pillars that we believe are crucial to creating a better world: promoting gender equality, driving climate action and building vibrant, resilient communities. With our work we aim to impact 100 million lives by 2025. IIX is based in Singapore and operates globally
