Portfolio Officer

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

Minimum

5 years of relevant professional experience in one or more of the following

areas:

•Program / Project

•Partnership Management

•Client / Account

Management

•Organizational

Development / Capacity Building / Institutional Strengthening

•Finance & Accounting

/ Internal Audit / Statutory Compliance

•Grants Management / Risk

Management

•Operations Management /

Consulting

•CSR Program Management

/ Business Development

•Governance / Monitoring

& Evaluation / Quality Management

Experience

• may be gained in NGOs, CSR foundations, consulting firms, financial
• institutions, audit firms, healthcare, education, corporate organizations,
• social enterprises, government, or public sector organizations.

Benefits

• Contribute in shaping the first-of-its-kind
• disability NGO ecosystem initiative in India.
• Build and scale knowledge platforms that will
• strengthen 200+ NGOs
• Work in a collaborative, innovative environment at
• APD, a sector leader with over 60 years of impact.
• Grow professionally through exposure to
• instructional design, digital learning, and sector-wide advocacy.
• APD is an inclusive employer.
• We encourage applications from all individuals who are passionate about the
• role and meet the required qualifications, regardless of gender, disability,
• background, or other personal characteristics.