Consultancy - Finance and Investment Advisor

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.
Equity, Diversity & Inclusion - Palladium is committed to embedding
equity, diversity, and inclusion into everything we do. We welcome
applications from all sections of society and actively encourage diversity to
drive innovation, creativity, success and good practice. We positively welcome
and seek to ensure we achieve diversity in our workforce; and that all job
applicants and employees receive equal and fair treatment regardless of their
background or personal characteristics. These include: (but are not limited
to) socio-economic background, age, race, gender identity and expression,
religion, ethnicity, sexual orientation, disability, nationality, veteran,
marital or Indigenous status.
Should you require any adjustments or accommodations to be made due to a
disability or you are a neurodivergent individual or for any other
circumstance, please email our team at [email protected] and
we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken
by Palladium to protect our people, clients and the communities we work with
from harm". We are committed to ensuring that all children and adults who come
into contact with Palladium are treated with respect and are free from abuse.
All successful candidates will be subject to an enhanced selection process
including safeguarding-focused interviews and a rigorous due diligence
process.