Detalles del proyecto

Visión general

Título del Proyecto

Business Development and Implementation Support for Non-Sovereign Operations (Senior Financial Institutions Specialist)

Programa País / Plan de Acción
Tender / Procurement notice
25 jun 2019
Re-advertisement / Re-launch
25 jul 2019
Modification / Revision / Corrigendum
10 ago 2019

Publicado

25 junio 2019

Fecha limite

9 julio 2019

Presupuesto

150 000 USD


Tipo de aprovisionamiento


Consultores individuales

Referencia

50036-001 Package Senior Financial Institutions Specialist

Agencia de Financiación

ADB - Banco Asiático de Desarrollo


Duración estimada

12 meses


Países

China, Mongolia, Filipinas

Date Published: 25-Jun-2019 Deadline of Submitting EOI: 09-Jul-2019 11:59 PM Manila local time

Consultant Type Individual
Selection Method Individual Consultants Selection (ICS)
Source National
Technical Proposal Not Applicable

Selection Title Business Development and Implementation Support for Non-Sovereign Operations (Senior Financial Institutions Specialist)

Advance Action No

Engagement Period 12 MONTH

Consulting Services Budget USD 150,000

Budget Type Maximum

Approval Number 9078
Approval Date 11-Feb-2016
Estimated Short-listing Date 08-Jul-2019
Estimated Commencement Date 29-Jul-2019

Open to non-Member Countries No

Additional Information
Country of assignment China

Country of eligibility for national consultants Same as country of assignment

Contact Information
Project Officer Genevieve Abel
Designation Principal Transaction Support Specialist (Integrity)
Asian Development Bank
Email gabel@adb.org
Contact Person for Inquiries Biao Huang
Designation Senior Investment Specialist
Asian Development Bank
Email bhuang@adb.org

Agencies

Primary Agency Country Agency Role Contact Person
Asian Development Bank Regional Executing Agency Biao Huang

Cost Estimate
Cost Items Amount in USD

Remuneration and Other Expenses
All activities and inputs in the TOR but not limited to remuneration, per diem, air travel, miscellaneous travel expenses, report preparation, production, and transmission, land transportation, communications, etc. 145,301
Contingency 4,699
TOTAL
150,000

Terms of Reference
Expertise Investment Finance

Expertise Group Finance and Investment
TOR Keywords private sector, investment banking, finance

Source National

Objective and Purpose of the Assignment Provision of support to PSFI for its growing pipeline of financial institutions transactions in the PRC.
This will include all aspects of project preparation and processing, including due diligence and
financial analysis and modeling.

Scope of Work The consultant will work closely with PSFI and ADB staff in Beijing, PRC, and Manila and will undertake
the following: (i) financial analysis and modeling; (ii) due diligence; (iii) processing of transaction
and related documentation; and (iv) legal documentation. The scope of work may also include conception
and preparation of technical assistance documentation for client capacity building.

Detailed Tasks and/or Expected Output • Acquire financial and credit information on targeted financial institutions;
• Perform risk ratings on each financial institution using ADB's risk-rating model;
• Conduct financial, ratio, gap, and other analyses on financial institution;
• For equity investments, conduct valuations with difference scenario analysis and undertake comparables
market analysis;
• Conduct due diligence on the financial institutions by (a) meeting with the bank/non-bank staff; (b)
assessing corporate governance, anti-money laundering policies, and management capabilities; and (c)
asking questions that arise from the financial analyses;
• Completion of ADB integrity due diligence reports;
• Risk ratings and pricing;
• Draft term sheet and negotiate with client;
• Based on the information accumulated, draft concept and Investment Committee papers, as well as ADB
Board documentation; and
• Comment on and negotiate associated legal documentation.

Minimum Qualification Requirements • Master’s degree, or equivalent, in business administration, finance, economics, or a related field;
• At least 8 years of relevant work experience in banking or finance;
• Experience in successfully executing equity investments and/or loans to financial institutions or
providing advisory service (transaction support) for such transactions;
• Strong knowledge of financial institutions, risk assessments, and country risk analysis;
• Excellent oral and written communication skills in English;
• Native Mandarin Chinese speaker; and
• Willingness to travel

Minimum General Experience 7
Years

Minimum Specific Experience (relevant to assignment) 7
Years

Regional/Country Experience Required

Schedule and Places of Assignment (chronological and inclusive of travel)

Schedule Type Continuous

Max. Working Days/Week Home Office 5
Field 6

City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others)
Home Office, Other 35 29-Jul-2019 13-Sep-2019
Guangzhou, China 2 16-Sep-2019 17-Sep-2019
Home Office, Other 30 18-Sep-2019 29-Oct-2019
Chengdu, China 2 30-Oct-2019 31-Oct-2019
Home Office, Other 30 01-Nov-2019 12-Dec-2019
Shanghai, China 2 13-Dec-2019 16-Dec-2019
Home Office, Other 28 17-Dec-2019 23-Jan-2020
Ulan Bator, Mongolia 4 24-Jan-2020 29-Jan-2020
Home Office, Other 26 30-Jan-2020 05-Mar-2020
Manila, Philippines 5 06-Mar-2020 12-Mar-2020
Home Office, Other 25 13-Mar-2020 16-Apr-2020
Guangzhou, China 2 17-Apr-2020 20-Apr-2020
Home Office, Other 25 21-Apr-2020 25-May-2020
Chengdu, China 2 26-May-2020 27-May-2020
Home Office, Other 12 28-May-2020 12-Jun-2020
Shanghai, China 2 15-Jun-2020 16-Jun-2020
Home Office, Other 12 17-Jun-2020 02-Jul-2020
Ulan Bator, Mongolia 4 03-Jul-2020 08-Jul-2020
Beijing, China 12 09-Jul-2020 24-Jul-2020

Total
260