Portfolio Officer
The Association of People with Disability · Bengaluru · onsite · Posted 21d ago
Undisclosed5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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Key Responsibilities
1. Partner Identification Onboarding
- Identify and assess prospective partner organizations.
- Coordinate organizational assessments and due diligence processes.
- Support partner due diligence, onboarding, MoUs and documentation.
- Facilitate partner orientation and induction.
2. Partnership Portfolio Management
- Serve as the primary relationship manager for assigned partner organizations.
- Develop and implement partner engagement plans.
- Build long-term institutional relationships.
- Coordinate regular review meetings and field visits.
3. Organizational Development
- Assess organizational strengths and capacity gaps.
- Coordinate implementation of OD interventions.
- Support governance, systems strengthening, strategic planning and institutional capacity development.
- Facilitate partner access to technical assistance and learning opportunities.
4. Program Performance Monitoring
- Monitor implementation progress against agreed milestones.
- Track organizational performance indicators.
- Conduct field monitoring visits.
- Prepare portfolio performance reports and dashboards.
5. Finance, Compliance Risk Coordination
- Coordinate due diligence and compliance requirements.
- Monitor statutory and donor compliance obligations.
- Track institutional risks and mitigation actions.
- Maintain complete partner documentation and records.
6. Stakeholder Coordination
- Coordinate with program teams, finance, compliance and technical experts.
- Facilitate partner networking and peer-learning forums.
- Represent the SPU at meetings and partner engagements.
7. Knowledge Management
- Maintain partner information within the Knowledge Management System.
- Document best practices, innovations and case studies.
- Contribute to institutional knowledge resources.
Key Deliverables
- Assigned NGO portfolio managed end-to-end.
- Partner engagement and development plans.
- Organizational assessment reports.
- Due diligence coordination.
- Partner performance dashboards.
- Quarterly portfolio reports.
- Updated partner documentation.
- Field monitoring reports.
- Partner graduation recommendations.
Requirements
Requirements
Minimum 5 years of relevant professional experience in one or more of the following areas:
- Program / Project Management
- Partnership Management
- Client / Account Management
- Organizational Development / Capacity Building / Institutional Strengthening
- Finance Accounting / Internal Audit / Statutory Compliance
- Grants Management / Risk Management