NGO JobsJobs

Investment Advisor USAID Feed the Future, Kenya Investment Mechanism-July 2020

Investment Advisor USAID Feed the Future, Kenya Investment Mechanism

Kenya Investment Mechanism (KIM) is a five-year USAID-funded project that will unlock $400 million in investments to key agricultural value chains, namely the horticulture, dairy, livestock, and energy sectors. KIM addresses constraints on the supply side and demand side of investment transactions and boosts the enabling environment (policy and regulations) to promote the flow of capital for business expansion. By mobilizing capital and building partnerships between stakeholders in the financial ecosystem, KIM supports USAID’s overall goal of fostering broad-based, sustainable, and inclusive economic growth for Kenya.

KIM provides business transaction support through a diverse range of sustainable partnerships with and among businesses, institutions, government counterparts (county and national) and other development partners. These partnerships will help scale and replicate creative approaches to unlock finance and investments, reduce risks of extending credit to the agriculture and energy sectors, and offer testing of innovative business models that can be scaled.

The Palladium Group:

Palladium is the implementing organization behind KIM. As a global leader in the design, development, and delivery of Positive Impact, Palladium creates enduring social and economic value. We work with foundations, investors, governments, corporations, communities and civil society to formulate strategies and implement solutions that generate lasting social, environmental and financial benefits.

For the past 50 years, we have been making Positive Impact possible. With a team of more than 2,500 employees operating in 90 plus countries and a global network of more than 35,000 technical experts, Palladium has improved—and is committed to continuing to improve—economies, societies and most importantly, people’s lives.


Background:

Kenya Investment Mechanism mobilizes capital through transaction advisors (called business advisory services providers, or BASPs) and financial institutions. During the Activity’s first year of performance, the conversion rate from pipeline to closed transactions has been low.

KIM seeks to develop a pool of short-term financing experts who can strategically complement enterprises, financial institutions, and/or BASPs to support transactions through to closure. This includes reviewing the financial position and financing request of the enterprise, analyzing the financing structure, matching the enterprise to appropriate financial institutions, developing pitch decks and investment profiles, and driving the transaction from inception to closing (disbursement). In addition to direct financial transaction support, assistance may also include advisory services pertaining to business strategy, supply chain/distribution systems, market analysis, financial modeling, company valuation, or due diligence.

Scope of Work Objective

KIM seeks the services of short-term technical experts to facilitate the closing of investment (debt/equity) transactions. Key services include one or more of the following:

·       Finance structure

·       Business strategy and transaction advisory

·       Distribution and/or supply chain advisory

·       Market/sub-sector assessments

·       Financial analysis

·       Investor due diligence

·       Transaction closing documentation

·       New loan product development/design

This scope of work is not just about closing transactions. It’s about strategically complementing enterprises, financial institutions, and/or BASPs in ways that support transaction closure while building their capabilities for future self-reliance.

Proposal submission

Interested individuals must submit (i) a cover letter outlining their experience and qualifications to undertake the assignment; (ii) a detailed CV; (iii) a description of transactions managed, with particular details of role played to facilitate closing; and (iv) proposed daily rate (fee), inclusive of any taxes.

KIM is obliged by the Kenyan tax authorities to withhold 5% of income tax on service fees as well as any applicable VAT. Tenderers are advised to ensure that they have a clear understanding of their tax position with regard to the provisions of Kenyan tax legislation when formulating their financial proposals.

Required qualifications and experience of the consultant (individual):

·       Minimum 5 years of experience working as a commercial loan officer, credit manager, or private equity investment officer;

  • 3 years of investment advisory experience preferred;
  • Proven track record of closing financial transactions (transactions in agricultural; health; water, sanitation, and hygiene [WASH]; or energy strongly preferred);
  • Strong experience with financial modeling and demonstrated investor presentation skills;
  • Demonstrated experience in one or more of the services detailed in the SOW Objective;
  • Solid knowledge of finance and investment for MSMEs

·       Demonstrated soft skills:

o   Detail-oriented with strong critical thinking, problem solving, analytical, and negotiating skills;

o   Excellent verbal, written, presentation communication skills;

o   Ability to think and plan strategically.

Education

·       Bachelor’s degree in a related field is required, Masters preferred

·       Formal bank credit training preferred  

Selection Criteria

The successful candidates will be selected through an evaluation of the technical proposal in line with the Technical Evaluation Grid Form below. The financial offers of those tenderers reaching a minimum score of 60 will be evaluated to generate an overall assessment for review and selection by KIM’s procurement committee. The pool of advisors will be shortlisted by core competencies and availability for rapid task order support.

Inquires may be submitted to: us.kimprocurement@thepalladiumgroup.com. To be considered, your proposal must reference “Investment Advisors” and must be addressed to: us.kimprocurement@thepalladiumgroup.com and received by Sunday, August 9, 2020. 

NOTE: Palladium reserves the right to select one or more candidates, or no candidates, at its sole discretion. 

TECHNICAL EVALUATION CRITERIA FORM

 

Criteria for Assessment

Marks

Score

1. Bank loan officer, credit manager, or private equity investment officer and investment advisory experience

25

 

 2. Track record of closing financial transactions

25

 

 3. Financial modeling experience and investor presentation skills

15

 

 4. Demonstrated experience in one or more of the services detailed in the SOW Objective

15

 

5. MSME finance and investment knowledge

10

 

6. Demonstrated soft skills

5

 

7. Relevant education

5

 

Total Score (minimum score required 60)

100

 

 

Tags

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Close
Close