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Fund Portfolio Analyst

2 months ago

New York, United States UNDP Full time
Job Description

Background

Diversity, Equity and Inclusion are core principles at UNDP: we value diversity as an expression of the multiplicity of nations and cultures where we operate, we foster inclusion as a way of ensuring all personnel are empowered to contribute to our mission, and we ensure equity and fairness in all our actions. Taking a 'leave no one behind' approach to our diversity efforts means increasing representation of underserved populations. People who identify as belonging to marginalized or excluded populations are strongly encouraged to apply. Learn more about working at UNDP including our values and inspiring stories.

UNDP does not tolerate sexual exploitation and abuse, any kind of harassment, including sexual harassment, and discrimination. All selected candidates will, therefore, undergo rigorous reference and background checks.

Office/Unit/Project Description

Hosted by the UN Development Programme (UNDP), the Multi-Partner Trust Fund Office (MPTF Office) is the only United Nations unit exclusively dedicated to the design and administration of multi-stakeholder pooled financing instruments. Since 2003, it has supported over 200 UN-implemented pooled funds, providing an integrated platform of inter-agency pooled fund services to help UN organizations and partners make fast and efficient progress towards collective outcomes, like the 2030 Agenda. The MPTF Office's current portfolio is over $18 billion in total, with more than $1 billion per year in contributions and includes more than 150 active pooled financing mechanisms.

The MPTF Office's trustee and fund design and administration service is a standard-setter in the UN System - professionalized, highly transparent and firewalled from all UN implementing entities. The MPTF Office has put in place a number of tools and systems to support its transparent and accessible fund administration services such as its digital platform the MPTF Office Gateway. As a shared UN service provider, the MPTF Office operates in a distinct and dedicated business unit. It provides an integrated service platform that, in addition to core trust fund design and administration functions, provides complimentary services to users like data analytics, research administration, and knowledge management.

Scope of Work

The Fund Portfolio Analyst role forms part of the MPTF Office Portfolio Team, which collectively supports the MPTF Office's fund design and administration services.

The Fund Portfolio Analyst contributes to the management of the Multi-Partner Trust Fund Office (MPTFO) portfolio and contributes to the MPTFO office strategy and work plan. The role focuses on supporting the portfolio team on strategic portfolio management, including conducting portfolio data analysis; providing quality assurance to administrative processes and contributing to knowledge management.

Duties and responsibilities

1.) Contribute to Fund Formulation and Establishment
  • Supports the Fund Portfolio Manager in the design and development of Funds in the MPTFO team's pipeline and portfolio.
  • Contributes to the design and development of systems solutions to support fund design.
  • Supports the Fund Portfolio Manager in negotiation and finalization of contribution agreements using pre-established legal agreements, making adjustments as required and permissible following the MPTFO Operations Manual.
2.) Fund Administration and Result-Based Reporting
  • Works with the Fund Portfolio Manager in the fund administration of the relevant portfolio including the annual reporting exercise.
  • Provide support to Fund Secretariats and other Fund stakeholders by responding promptly and efficiently to queries and requests.
  • Contributes to the management of the Gateway platform (FAS) for each Fund/JP.
  • Contributes to quality assurance of fund administration key documents and products.
3.) Ensure Effective Coordination and Outreach
  • Ensures standard communications with partners and donors.
  • Seconds the Portfolio Manager in providing support to the EC on her/his coordination, representation, and networking role.
  • Raises awareness with peers in the donor community and Recipient or Participating Organizations, including Governments and UN Agencies of the MPTFO activities;
  • Supports fund secretariats in developing outreach products and activities for their respective fund.
4.) Facilitate Knowledge Management and Advisory Services
  • Analyses and researches information on partners, prepares substantive briefs on possible areas of cooperation and opportunities, as requestd.
  • Identifies lessons learnt on the operations of funds in the assigned team's portfolio.
  • Participate in a cross-organisational projects, contribute to the development and implementation of a solutions to address challenges and harness opportunities.
  • Demonstrate an ability to work as part of a diverse team to advance innovation and continuous improvement.
  • Substantively contribute to Monitoring and Evaluation of fund portfolio performance, and portfolio analytics and forecasting exercises.
The incumbent performs other duties within their functional profile as deemed necessary for the

efficient functioning of the Office and the Organization.

Institutional Arrangement

The Portfolio Analyst will report to a MPTFO Portfolio Manager.

Competencies
Achieve Results: LEVEL 1: Plans and monitors own work, pays attention to details, delivers quality work by deadline Think Innovatively: LEVEL 1: Open to creative ideas/known risks, is pragmatic problem solver, makes improvements Learn Continuously: LEVEL 1: Open minded and curious, shares knowledge, learns from mistakes, asks for feedback Adapt with Agility: LEVEL 1: Adapts to change, constructively handles ambiguity/uncertainty, is flexible Act with Determination: LEVEL 1: Shows drive and motivation, able to deliver calmly in face of adversity, confident Engage and Partner: LEVEL 1: Demonstrates compassion/understanding towards others, forms positive relationships Enable Diversity and Inclusion: LEVEL 1: Appreciate/respect differences, aware of unconscious bias, confront discrimination

Cross-functional & Technical competencies
Thematic Area Name Definition Business Management Communication
Ability to communicate in a clear, concise and unambiquous manner bot though written and verbal communication; to tailor messages and choose communication methods depending on the audience.

Ability to manage communications internally and externally, through media, social media and other appropriate channels.
Business Management Working with Evidence and Data Ability to inspect, cleanse, transform and model data with the goal of discovering useful information, informing conclusions and supporting decision-making Partnership management Relationship management Ability to engage with a wide range of public and private partners, build, sustain and/or strengthen working relations, trust and mutual understanding Digital & Innovaction Data Analysis Ability to extract, analyse and visualize data (including Real-Time Data) to form meaningful insights and aid effective decision making Business Management Portfolio Management Ability to select, prioritise and control the organization's programmes and projects, in line with its strategic objectives and capacity; ability to balance the implementation of change initiatives and the maintenance of business-as-usual, while optimising return on investment

Min. Education requirements
  • Advanced university degree (master's degree or equivalent) in political science, public administration, international relations, development studies or equivalent. Or
  • A first-level university degree (bachelor's degree) in the areas mentioned above in combination with an additional two years of qualifying experience will be given due consideration in lieau of the advanced university degree.
Min. years of relevant work experience
  • Up to 2 (two) years (with master's degree) or minimum 2 (two) years (with bachelor's degree) of relevant working experience in the area of fund portfolio management or project management is required.
Required skills
  • Experience in project planning and financial management
  • Extensive experience in the use of computers applications, ERP systems, and Microsoft Office package
Desired skills in addition to the competencies covered in the Competencies section
  • Experience in designing programme communication materials and reports is an asset
  • Demonstrated experience of strong writing skills and the ability to synthesize information is desired.
  • Experience in Trust Fund or UN pooled funding design, management and/or reporting is an asset
  • Experience with European Commission Contribution Agreements and requirements is an asset
  • Experience working on innovative financing mechanisms is an asset
Required Language(s)
  • Fluency in English required
  • Knowledge of French desired


Disclaimer

Important information for US Permanent Residents ('Green Card' holders)

Under US immigration law, acceptance of a staff position with UNDP, an international organization, may have significant implications for US Permanent Residents. UNDP advises applicants for all professional level posts that they must relinquish their US Permanent Resident status and accept a G-4 visa, or have submitted a valid application for US citizenship prior to commencement of employment.

UNDP is not in a position to provide advice or assistance on applying for US citizenship and therefore applicants are advised to seek the advice of competent immigration lawyers regarding any applications.

Applicant information about UNDP rosters

Note: UNDP reserves the right to select one or more candidates from this vacancy announcement. We may also retain applications and consider candidates applying to this post for other similar positions with UNDP at the same grade level and with similar job description, experience and educational requirements.

Non-discrimination

UNDP has a zero-tolerance policy towards sexual exploitation and misconduct, sexual harassment, and abuse of authority. All selected candidates will, therefore, undergo rigorous reference and background checks, and will be expected to adhere to these standards and principles.

UNDP is an equal opportunity and inclusive employer that does not discriminate based on race, sex, gender identity, religion, nationality, ethnic origin, sexual orientation, disability, pregnancy, age, language, social origin or other status.

Scam warning

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