Banking Portfolio Lead

Finance · Full-time · Chennai, India

Job description

About Water.org

1 in 4 people around the world lack access to safe water and 2 in 5 people don’t have access to a safe toilet. We are working every day to change this. We are Water.org. We’re here to bring water and sanitation to the world. We want to make it safe, accessible, and cost-effective because we believe that water is the way to empower a bright future that we can all share in, worldwide. We are an international nonprofit organization based in Kansas City, Missouri that has positively transformed millions of lives around the world through access to safe water and sanitation. Founded by Gary White and Matt Damon, we pioneer market-driven financial solutions to the global water crisis. For more than 30 years, we’ve been providing women hope, children health and families a bright future.

Job Overview

The Banking Portfolio Lead, India is responsible for managing a complex portfolio and acts as a strategic stakeholder to assess and prioritize demand against our goals for expansion and growth within the region’s business line(s). This individual will monitor and bring transparency to overall portfolio health, provide input into planning and reporting processes, and serve as the first line of escalation to clear impediments for delivery.  Leads, develops, and coaches team(s) to reach their peak potential and set account strategies that ensure each partner is poised for success.   

Department Accountabilities

  • Impact Strategy Leadership and Execution
  • Portfolio + Account Management
  • Business Development
  • Business Metrics and Data Insights
  • Pre-Award and Post Award Administration
  • Project Management
  • Risk Identification
  • Advisory and Consulting Services

Job-Specific Accountabilities

Strategic Account Planning + Management

Oversees portfolio planning and management, leading delivery on performance objectives, financial targets, and critical milestones for portfolio.  Governs partner account management cycle for assigned portfolio, ensuring utilization of global frameworks, tools and methods for partnership design, solution design and field monitoring, and performance reporting by account management teams. 

Business Development

Oversees engagement with partners’ key decision makers in the region to deliver sustained year-over-year growth of new and existing accounts. Identifies potential partners and networks interested in improving readiness for and/or expanding their business to include finance-related solutions for Water Supply and Sanitation.   

Business Metrics + Reporting

Provides timely and accurate reporting and analysis of account performance and related business metrics for team(s), including execution progress and forecast for impact plans and funding utilization to relevant business partners. 

Talent Management

Challenges and maximizes the team's strength by aligning their efforts to meet objectives and deliver results. Fosters productive cross-functional collaboration to ensure cohesive effort and delivery of business outcomes. 

Complexity + Problem Solving Skills

  • Ability to manage multiple complex internal and external relationships at various levels of hierarchy and to interact with individuals or groups representing diverse backgrounds, interests, and points of view.
  • Ability to manage multiple projects, requiring interpretation and adaptation of existing standards and processes related to service delivery, portfolio/account planning, risk management, and resource utilization.
  • Collaborative & proactive problem-solver with a demonstrated ability to drive alignment of plans and priorities across the portfolio.
  • Advanced communication and negotiation skills, with a high degree of commercial awareness and business acumen.

Key Competencies

  • Values Differences – Recognizes the value that different perspectives and cultures bring to an organization.
  • Strategic Mindset – Sees ahead to future possibilities and translates them into breakthrough strategies.
  • Ensures Accountability – Holds self and others accountable to meet commitments.
  • Builds Effective Teams – Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
  • Instills Trust – Gains the confidence and trust of others through honesty, integrity, and authenticity.

Management Responsibility

  • ​​Supervises work of others. Responsible for hiring, discipline, and pay administration of their subordinates.​
  • Supervised positions can include: Portfolio Manager, Senior Partnership Account Manager, Partnership Account Manager, and/or Partnership Associate

Travel Requirement

  • Up to 25% of domestic and international travel.

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