Operations Officer, Investment Oversight - GL C - Defined Duration until December 2029 x 3 positions

Reporting to the Specialist, Design, Optimization and Operations Management, the Operations Officer is responsible for providing a range of services across Funding Request, Grant-Making and Portfolio Optimization design, compliance and quality assurance, with responsibilities shifting or evolving in focus according to business priorities. The incumbent is expected to provide effective and timely support across any of these areas, and to assist fellow Operations Officers within the Investment Oversight team during periods of workload peaks or absences, ensuring continuity and consistency of service delivery. The role requires high standards of precision, compliance orientation and quality assurance in policy, process and applicant-facing guidance, combined with the agility to manage multiple concurrent workstreams under the tight deadlines and cyclical pressures of TRP submission windows and GAC review meetings. The Operations Officer is a member of the Investment Oversight team within the Policy and Strategic Investment Department, and works across teams and workstreams to support efficient, high-quality investment decision-making from funding request through to grant award and portfolio optimization.

Key Responsibilities

Under the day-to-day supervision of the Specialist, Design, Optimization and Operations Management, the Operations Officer will be responsible for one or more of the following areas, while assisting other Operations Officers in the Investment Oversight team with their responsibilities during periods of peak workload or absences. Responsibilities may shift or evolve in focus according to business priorities; hence, each Operations Officer is expected to provide effective and timely support in any of the following:

Funding request & Grant-making design, compliance and quality assurance

• Maintain and update OPNs, procedures and due diligence screening guidelines in relation to TRP and GAC, covering areas such as Portfolio Optimization, Program split, Allocation Utilization Period (AUP) and CCM eligibility differentiation.
• Develop and maintain guidance materials for applicants, the Secretariat, and partners, including: (i) templates and guidance to be made available simultaneously with application materials and (ii) Modular Framework, Performance Framework and other programmatic guidance materials so that requirements are clear and consistently applied.

Eligibility screening and governance coordination

• Compile and maintain lists of applicants by type, including existing and prospective non-CCM applicants for the allocation period
• Carry out differentiated screenings against CCM Eligibility Requirements 1 and 2, escalating unresolved issues to Investment Oversight Management. Convene the Compliance Review Panel (CRP) to confirm applicant types and the CCM screening approach
• Support the preparation of allocation letter templates and customized allocation letters to be issued to applicants.

Portfolio optimization (PO) delivery

• Support the design of Portfolio Optimization processes, tools and systems, and coordinate the launch of each PO wave.
• Pre-screen and review the Unfunded Quality Demand (UQD) to prioritize interventions eligible for PO funding.
• Prepare and coordinate review and decision materials for TRP review and GAC considerations of PO awards, including grant revisions.

TRP and GAC meeting coordination

• Coordinate the end-to-end planning of funding request and grant review cycles, including submission windows, TRP meetings and monthly GAC meetings, and manage related stakeholder communication.
• Draft agendas, prepare presentations and dashboards, and coordinate the TRP review group schedule, accounting for expertise areas and conflicts of interest.

Review documentation and reporting

• Track completion of TRP review and recommendation forms against KPI deadlines and prepare investment case analysis and presentations for each PO funding wave to support review quality.
• Document GAC deliberations and contribute to monthly GAC Reports to the Board, capturing recommendations, decisions, outcomes and key strategic issues.
• Support timely Secretariat responses to Board queries and prepare related Board and Committee analysis.
• Ensure funding request and grant documentation is complete and available on time on the TRP and GAC Extranets, troubleshooting access or content issues as they arise.

Subject to change by the Executive Director at any time at their sole discretion.

Qualifications

Essential:

• University degree in business, health, international/public affairs, economics, investment management or other relevant discipline, or equivalent professional training or work experience.

Desirable:

• Advanced university degree or qualification in global development, governance, international relations/politics or public policy or investment/portfolio management or related field.

Experience

Essential:

• Over 2 years of relevant professional experience, such as in an international organization, non-profit or private sector, with a proven track record of achievement
• Familiarity with grant-making systems and processes, including application, review and approval workflows
• Experience drafting and producing time-sensitive documents, including policies, manuals or governance documentation (e.g., briefing notes, reports, etc.)
• Experience with stakeholder- and board-level communication, including preparing briefings and materials for senior decision-making bodies
• Experience working with a variety of stakeholders (public sector, private sector, bilateral government agencies, multilateral bodies or authorities such as UN agencies, non-governmental organizations, civil society)
• Excellent relationship skills, with experience in a multicultural professional environment
• Experience working in a service-oriented, team-based setting
• Proven project management experience

Desirable:

• Proven experience in grant making institutions, especially in the application and review processes

• Track record of excellent written and verbal communication. Proven ability to prepare concise correspondence on a range of
• topics and ensure quality of documents.
• Track record of being a reliable, highly proactive and adaptable team member with a focus on accuracy, quality, and
• professionalism
• Proven ability to deliver results under tight timeframes and pressure
• Experience solving problems with a customer-focused approach
• Knowledge of investment or portfolio management concepts as applied to grant or program funding Demonstrated knowledge of the Global Fund and its partnership model, governance, policies and processes

Competencies

Languages:

An excellent knowledge of English. Fluency in French, Spanish or Russian would be an asset. Knowledge of other languages would be an asset.

Functional Competencies:

• Analytical (Level 2)
• Business (Level 1)
• Due Diligence (Level 3)
• Operational Policy (Level 3)
• Project Management (Level 1)

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Job Posting End Date

08 November 2026