Investment Officer
Consultancy Objectives - The Investment Officer is a consultant for the IAP programme who will support the PMU in advising grantee companies on preparing investment propositions for submission to specific investors. It is foreseen that the grantee companies will be seeking a mix of debt and equity investments of 500K – 3M. Specific experience with investors focused on that range is preferred.
The consultant will work closely with the IAP Multi-Country Programme Manager to agree on quarterly work-plans and deliverables. Detailed objectives would fall into the following categories:
- Training Sessions: Review the training developed by consultants who are asked to deliver training on financial literacy and investments for grantees covering topics including funder types, financing instruments and structures, the investment process, investor requirements, and pitching considerations.
- Grantee Development: Assist grantees in developing business plans and financial models, organise practice pitch sessions with detailed feedback, and oversee production of high-quality pitch materials for selected grantees.
- Matchmaking and Deal Support: Identify and introduce potential investors to investment-ready grantees, provide ongoing support including business plan refinement and financial modelling. Document and report on matchmaking efforts and outcomes. Attached 4 sample company profiles for reference.
- Stakeholder Engagement: Organise and participate in stakeholder learning events, both locally and internationally, to share insights and increase the visibility of the programme, its grantees, and their innovation. Maintain communication with key stakeholders to align learning efforts with key themes.
- Progress Reviews: Support regular progress reviews of IAP activities. Maintain proper documentation for all investment readiness activities, outcomes, and impact.
- Learning and Knowledge: Support the development of articles or briefs on the IAP or external website/platforms detailing insights and learnings from the program. Encourage and facilitate systemic change, sharing insights with relevant stakeholders.
Activity Details, Deliverables and timeline:
Again, the Consultant will work closely with the IAP Multi-Country Programme Manager and agree on quarterly work-plans and deliverables. The below details are provided to provide a preliminary guideline of the rhythm of activities.
Investment Ecosystems Touchpoints
Maintain and build on the current IAP investor database
Deliverable-Quarterly update of investor database, including engagement completed
Timeline -Quarterly
Identify relevant investors for IAP R1, R2 and R3 grantees and maintain communications and relationship
Deliverable - Identify relevant investors for IAP R1, R2 and R3 grantees and maintain communications and relationship
Timeline -Continuous
Matchmaking and deal support (R1 and R2)
Continue targeted support to selected Round 1 and Round 2 grantees, (up to 3 companies) in developing business plans, financial models, pitch materials, investment processes, and connections to advisors (e.g. legal), with a specific focus on any weaknesses identified through prior work and/or investment readiness tool.
Continue targeted support to selected Round 1 and Round 2 grantees, (up to 3 companies) in developing business plans, financial models, pitch materials, investment processes, and connections to advisors (e.g. legal), with a specific focus on any weaknesses identified through prior work and/or investment readiness tool.
Make targeted introductions to investors for Round 1 and Round 2 grantees deemed investment-ready,
Prepare and implement exit plans with companies so that there are concrete next steps once IAP support is completed.
Deliverable - Overview of activities and progress (Excel),
Meeting minutes (Transcripts are accepted)
Timeline -30 June 2026
Provide advisory inputs related to investor‑relevant due diligence and investment readiness (where needed) to ensure compliance with IAP administrative requirements (including M&E, application documents, stipulated workplans and due diligence, amongst others)
Deliverable - Contracts with grantees completed (including due diligence, application documents)
M&E completed by grantees
Timeline - 31 July 2026
Investment Readiness (R3)
Provide targeted support to Round 3 grantees (up to 5 companies) supporting them to develop pitch materials, investment readiness processes, and connections to advisors/consultants (e.g. legal), with a specific focus on any weaknesses identified through a prior evaluation of needs.
Provide light touch support to the rest of the grantees (including for example group training in investment readiness).
Make targeted introductions to investors for Round 3 grantees deemed investment-ready
Prepare and implement exit plans with companies so that there are concrete next steps once IAP support is completed.
Deliverables –
Overview of Investment Readiness needs (evaluation matrix)
Selection of companies for targeted support (up to 5)
Overview of activities and progress (Excel)
Pitch Decks
Meeting minutes (Transcripts are accepted)
Up to 3 strong introductions
Timeline-30 June 2027
General
Maintain proper filing of all investment readiness materials on IAP's Project SharePoint site.
Deliverables -Knowledge management filing system up to date
Timeline - Ongoing filing throughout program
Liaise closely with the IAP team to ensure efficient and timely coordination and communication (emails, meeting, etc).
Deliverables -Meetings with IAP team
Timeline- Ongoing
Support programme evaluations and the development of progress-report slide decks, annual narrative reports, and final narrative report.
Deliverables-Comprehensive semi-annual narrative reports, progress-report slide decks, annual narrative reports, and final narrative report detailing the impact of the programme.
Annual report: deadline 30 April 2026
Timeline - Progress-report slide deck: deadline 30 August 2026, Final Reporting
Identify, attend and represent IAP in local events that can be leveraged for the investment readiness support with grantees and the programme overall
Deliverable - BTOR
Timeline -Ongoing
Support the development of articles or briefs on the IAP or external website/platforms detailing insights and learnings from the program.
Deliverables - Learning efforts shared with stakeholders
Timeline- Ongoing
Qualifications
Evaluation Criteria
Technical – 80%
Regional (Africa, Asia) and international network in the investment community, including angel investors, equity investors, DFIs, private equity groups, institutional investors, impact investors, and financial institutions. (20)
Experience with investors offering a mix of debt and equity of 500K – 3M Euro preferred (12)
Bachelor’s degree/Master’s degree in economics, finance, business administration, or engineering. (12)
At least 5-7 years’ experience as an investment business expert and/or in investment banking in an international setting. (12)
Demonstrable knowledge, skills and experience in developing investment proposals, financial modelling, and business skills training. (12)
Fluency in written and spoken English (12)
Financial– 20%
Additional Information
Start Date: April 21, 2026 (Estimated)
End Date: September 30, 2027
Number Days (estimated): 164 (65 in 2026 and 99 in 2027 – pending donor approvals)
Daily Net Rate (estimated): TBD
Location of Assignment:Remote, Preferable GMT +2 - +8
Reports To: IAP Multi-Country Programme Manager
Additional Comments:The assignment requires collaboration with IAP project team members in the four IAP countries as well as The Netherlands. It is foreseen that this assignment will also include collaboration with other relevant units and projects implemented by SNV.
Independent consultants are requested to submit their CV and a cover letter. Companies are required to submit the company profile, along with details of the personnel who will undertake the tasks outlined in this Terms of Reference (ToR), including their respective CVs.
All consultancies with SNV are subject to SNV's standard institutional policies, including those covering:
- Ethical Standards
- Security
- and ICT use
Applicants are expected to familiarise themselves with these policies upon engagement. SNV is committed to safeguarding and expects all consultants to uphold the highest standards of integrity, confidentiality, and professional conduct throughout the assignment. Any conflict of interest — real or perceived — must be disclosed at the time of application.
Documents Required for Submission
Interested Companies or individuals are required to submit the following:
- CV (for independent consultants), or company profile and CV of each proposed team member (for companies)
- Expression of interest covering: proposed start date, current workload and availability, current location, preferred communication channels, and — if more than one person is involved — time allocation per team member
- Daily Net Rate (submitted separately)
- Certificate of Registration (companies only)
- VAT Registration Certificate (companies only)
- 2–3 examples of similar work (e.g. investment memo, pitch deck, or financial model supported)
- TIN Certificate (individuals/ companies)
- Two years’ audited financial statements (companies only, if applicable)
- Bank references and bank details will be requested post-award and should not be included in the submission.
INSTRUCTIONS FOR SUBMISSION
Applications must be submitted in English in PDF format. Interested individuals or companies are requested to submit all documents listed above — including CV(s), expression of interest, and Daily Net Rate — to bangladesh@snv.org with the subject line: “Application – Investment Officer (Consultant)” no later than 5:00 p.m. (Bangladesh Standard Time) on 10 April 2026. For any queries related to this ToR, please contact iblanco@snv.org, copying bangladesh@snv.org
We do not appreciate third-party mediation based on this advertisement. Only short-listed candidates will be contacted. Any form of solicitation by phone or other means will be treated as disqualification of the candidate. SNV is an equal employment provider.