Consultancy - Finance and Investment Advisor

Primary Duties and Responsibilities:
OBJECTIVES
The objectives of this assignment is to assist an Egyptian SME to secure
financing needed to expand its exports.
RESPONSIBILITIES AND TASKS:
The Finance and Investment Advisor will help a medium sized exporter in the
processed food sector to secure critical financing needed to secure important
export deals. The advisor is expected to undertake the following tasks:
Identify SME financial/investment needs
Arrange credit and/or investments through banks. Consultant support may
include but is not limited to:
Identifying financial intermediaries interested in financing targeted NEERE
Developing business plans and applying for debt/equity in support of NEERE.
Supporting submission of NEERE proposals to financial institutions, lenders,
or investors.
Arranging meetings with NEERE officials and the Credit Officers/Credit
Committees of FIs or investors and negotiating financing terms (debt/equity).
Following through to obtain financing Term Sheet, supporting the due
diligence, and closing the funding process to the client enterprise.
Following up with the NEERE utilization of the received financing and
monitoring for debt repayments.
Arrange credit and/or investments through private equity, social, or impact
investors Specialist supports may include but is not limited to:
Supporting the due diligence process.
Providing valuation services.
Facilitating negotiation of equity investments.
Others
Conducting any other tasks as may be delegated by supervisor
DELIVERABLE:
A progress report included all steps to support SMEs to develop with the help
of the consultant their credit/investment proposal based on the financial
institution requirement.
Submit all business plans/loan proposals developed with the help with the
consultant for SMEs during the assignment.
A report includes progress toward securing loans/investments for SMEs.
Submit copies of Loans/investment agreements secured for SMEs and a final
report with the assignment results.
Duration: ‎30 days
Required Qualifications:
College education with equivalent of B.A. or B.S. in related field with ‎10+
years of related experience OR Advanced degree with ‎7+ years of related
experience.
Prior Access to Finance/Investment experiences related to SME's
Demonstrated capabilities in analyzing NEERE financial/investment needs,
identifying constraints, and designing interventions to address root causes.
Robust understanding of the Egyptian Financial Institutions and the role SMEs
play in Egypt.
Deep understanding of the Credit/Debit mechanisms in Egypt particularly those
targeting SME
Understanding of the issues facing SME's credit/debit in Egypt, particularly
owned by women, youth, and communities outside of Cairo and Alexandria.
Broad network of leading Financial Institutions In Egypt
Demonstrated ability to work collaboratively with staff and partners in a
cross-cultural environment.
Proficiency in both oral and written communication in both English and Arabic.
Project Overview and Role:
USAID's Trade Reform and Development in Egypt (TRADE) project builds on
decades of U.S. investments in Egyptian businesses and economic policy with
the aim of substantially increasing Egyptian exports from Small and Medium
Enterprises (SMEs). The TRADE project focuses on six selected sectors:
engineering products, food processing, home textiles, ready-made garments,
chemicals, and building materials. Through the project, USAID works with the
Government of Egypt to improve the trade and investment policy environment and
reduce barriers to trade. USAID also partners with business associations and
export councils to strengthen the trade services ecosystem for small- and
medium-sized exporters, as well as with private companies to help them access
new international markets to increase export sales. TRADE tackles many trade
and investment-related issues to sustainably increase Egyptian exports and
drive economic growth.
Company Overview:
About Palladium - Palladium is a global leader in the design, development and
delivery of Positive Impact - the intentional creation of enduring social and
economic value. We work with governments, businesses, and investors to solve
the world's most pressing challenges. With a team of more than ‎3,000 employees
operating in ‎90 plus countries and a global network of over ‎35,000 experts, we
help improve economies, societies and, most importantly, people's lives.