Portfolio Manager (Latin America)


Kansas City, MO, US


Water.org seeks a highly motivated, adaptive, and creative individual who will work on the International Programs team as Portfolio Manager for the Latin America region. This position provides financial, technical, and operational oversight of existing programs with commercial financial and microfinance organizations. Additionally, this position executes donor-funded initiatives, assists in exploring new geographies and types of partnerships, develops an ongoing pipeline of new projects, and participates in evaluation, learning, and capacity development activities. This full-time position will be based in Kansas City, MO (headquarters) with regular travel to Latin America. This position should have availability to travel 30% of the time and sometimes on short notice. The Portfolio Manager reports to the Latin America Senior Regional Manager and works closely with regional staff, the Senior Manager for WaterCredit Adoption, other members of the International Programs team, and other US-based teams. The person in this position must be fluent in Spanish.

Key responsibilities

Manage and monitor Water.org programs and engagements implemented with local partner organizations (financial institutions and water/sanitation service providers) (35%)
  • Oversee implementation of programs/engagements, including delivery of funding and technical assistance. Manage relationships with partners in collaboration with country office staff
  • Develop and manage contracts with and provide support to consultants hired to supplement Water.org’s programmatic work
  • Develop and implement technical assistance materials to financial institutions creating water and sanitation product portfolio
  • Analyze partners’ WaterCredit loan performance on a regular basis 
  • In collaboration with international staff, ensure execution of in-country program monitoring visits of partner organizations
Execute and manage agreements with institutional donors (15%)
  • Assist in research and proposal writing to institutional donors, and support foundation requests 
  • Facilitate execution of overall initiative and program/engagement-specific deliverables 
  • Oversee initiative revenues expenditures, and budgets in collaboration with Finance team
  • Write technical, financial, and narrative progress reports 
  • Respond to requests and serve as program knowledge base externally for donors and internally for the Development team
  • Assist in the organization of donor visits to countries, working closely with international staff to develop visit itineraries and arrange logistics
Support development of new programs and initiatives (20%)
  • Assist in identification and certification of new partner organizations, including financial and non-financial institutions
  • Solicit and evaluate new program proposals from partner organizations 
  • Support the design and launch new programs in conjunction with regional office staff and local partners, including designing program goals, budgets, activities, and deliverables 
  • Contribute to development of new partnership models and innovative approaches to building partner capacity
  • Assess training needs and capacity gaps of partners and develop and review content for training materials
Assist in exploring new geographies and types of partnerships as needed (20%)
  • Lead Water.org’s entry into Mexican market with WaterCredit and launching new programs
  • Support strategy development and work plan creation for new geographies
  • Provide input into development of new strategies and approaches for new geographies and channels in partnership with other International Programs team members
Participate in evaluation, learning, and capacity development activities (5%)
  • Facilitate evaluation-related activities of programs/engagements in conjunction with the International Programs regional staff, Monitoring & Evaluation team, and third-party consultants
  • Assist in the organization of WaterCredit forums/stakeholder engagement forums and partners meetings to share knowledge and collaborate with stakeholders
  • Provide input into and facilitate learning/dissemination of Water.org and partners’ implementation experience and best practices
  • Support capacity development activities pertaining to partner organizations and internally within Water.org
Other key activities (5%)
  • Serve as a knowledge base for Water.org, and represent Water.org at public events and in written publications to advance Water.org’s mission
  • Collaborate with the Development, Finance, Marketing, and Office of the CEO teams on projects as required
Management Responsibility
  • Individual contributor with no subordinates.

This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Some duties, responsibilities and activities may change or be assigned at any time with or without notice.

Skills and competencies

  • New Market Development – Experience launching new programs or products in an untested market.
  • Program and Portfolio Management – Skilled at managing a project lifecycle, overseeing the implementation of several related projects, mitigating risk, and handing multiple unrelated projects and activities at one time.
  • Sectoral Knowledge – Sound and up-to-date knowledge of concepts, methodologies and techniques including demonstrated expertise in at least one specialty area within finance, microfinance and/or international economic development. Innovative mind-set oriented toward constructive problem-solving, proactive strategic development and thought leadership. Familiarity with capacity building and technical assistance programs in the finance or development sectors.
  • Networking – Possesses strong contacts within local financial institutions (e.g. microfinance institutions, commercial banks, mobile network operators, cooperatives, etc.), relevant local governmental institutions, the local development sector, the water and sanitation sector, and other relevant stakeholders. Demonstrated ability to identify new opportunities, establish cross-sector partnerships and design programs that are creative and leverage different stakeholders’ capacities.
  • Communication – Proficient in the use of effective communication techniques, particularly across a variety of constituencies and stakeholder groups. Skilled at cross-cultural communication and collaboration. Confident in communicating with new stakeholders and partners. Ability to communicate fluently and effectively in English and Spanish. Advanced knowledge of computer applications and ability to integrate technology into office and program activities.
  • Customer Focus – Building strong customer relationships and delivering customer-centric solutions.
  • Nimble Learning – Actively learning through experimentation when talking new problems, using both successes and failures as learning fodder.
  • Drives Results – Consistently achieving results, even under tough circumstances.
  • Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
  • Self-development – Actively seeking new ways to grow and be challenged using other formal and informal development channels.
  • Optimize Work Processes – Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
  • Manages Ambiguity –Manages ambiguity by operating effectively, even when things are not certain or the way forward is not clear.
  • Instills Trust – Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Financial Stewardship – Demonstrates fiscally responsible decision making as applicable to one’s role.


  • Fluent Spanish language skills (reading, writing and speaking) required 
  • Experience working or living in Mexico required
  • Master’s degree in related field required. Additional relevant certifications, trainings and coursework also considered and preferred.
  • A minimum of five years of relevant experience within the finance and/or international economic development sectors with increasing levels of experience and responsibility.
  • At least five years of project and program management experience required.
  • Demonstrated proficiency in facilitation and capacity building to ensure collaboration and linkages between staff, donors, partners and stakeholders.
  • Strong desire to contribute to increased access to water and sanitation 
  • Willingness to travel up to 30% 
  • Must have work authorization for the US

Travel requirement

Up to 30% travel. 


This position offers full-time benefits, including medical/dental insurance, life and disability insurance, retirement program and periodic review for merit and incentive pay based on organizational and personal achievement. Salary will be based on education and experience, and will coincide with similar nonprofit organizations in international development.

Water.org is an equal opportunity employer and is committed to providing an inclusive environment. We do not discriminate on the basis of race, color, religion, gender, gender expression, gender identity, age, national origin, ancestry, disability, marital status, sexual orientation, pregnancy status, military and veteran status, genetic information, and any other status protected by law.  We provide qualified applicants and employees reasonable accommodation, when necessary, to enable individuals to complete the application process and/or perform the essential functions of the job