Knowledge Management Consultant

  • Added Date: Wednesday, 26 February 2020
  • Deadline Date: Tuesday, 10 March 2020

UNCDF makes public and private finance work for the poor in the world’s 47 least developed countries. With its capital mandate and instruments, UNCDF offers “last mile” finance models that unlock public and private resources, especially at the domestic level, to reduce poverty and support local economic development.

UNCDF’s financing models work through two channels: financial inclusion that expands the opportunities for individuals, households, and small businesses to participate in the local economy, providing them with the tools they need to climb out of poverty and manage their financial lives; and by showing how localized investments — through fiscal decentralization, innovative municipal finance, and structured project finance — can drive public and private funding that underpins local economic expansion and sustainable development. By strengthening how finance works for poor people at the household, small enterprise, and local infrastructure levels, UNCDF contributes to SDG 1 on eradicating poverty and SDG 17 on the means of implementation. By identifying those market segments where innovative financing models can have transformational impact in helping to reach the last mile and address exclusion and inequalities of access, UNCDF contributes to a number of different SDGs.

Since 2008, UNCDF has been supporting digital finance with significant success, with digital finance currently the largest part of its inclusive finance portfolio. This includes digital innovations linked to on an off-grid energy, agriculture, employment, health and transport.

UNCDF is also host to the Secretariat of the Better than Cash Alliance, a partnership of governments, companies, and international organizations that accelerates the transition from cash to digital payments in order to reduce poverty and drive inclusive growth.

With 60 professionals with strong digital finance experience across the globe and with several hundred projects in digital on-going, UNCDF is one of the leading development agencies in digital finance with a mission and expertise to reach very low-income customers in some of the world’s most difficult markets. UNCDF’s digital team and resources are currently spread across several programmes and UNCDF is in the process of consolidating its financial and technical resources to create a comprehensive team of experts in various domains to drive the new strategy “Leaving no one behind in the digital era”

Based on this experience UNCDF started in 2017 to expand the scope of its programmatic agenda to go beyond digital finance. Through the “Leaving none behind in the digital era” strategy, UNCDF is supporting, through its digital finance interventions, the emergence of inclusive digital economies. The strategy recognizes that reaching the full potential of digital financial inclusion in support of the SDGs aligns with the vision of promoting digital economies for the following reasons:

  • The value of DFS is not obvious, especially to poor and vulnerable populations, as it is not closely linked to their ability to respond to their specific constraints and needs around agriculture, education, health, energy and other key aspects of their daily lives.
  • New innovative services should be developed to address these unmet needs. Innovation will not come from traditional providers but mainly from a range of new players (entrepreneurs, start-ups in various sectors, and platforms like Facebook, Grab, WeChat, etc.).

The ‘Leaving no one behind in the digital era’ strategy, to move from DF to digital economies builds upon and constitutes a logical integration of UNCDF interventions in financial inclusion and digital, developed over many years. The legacy of UNCDF intervention programmes was built through a range of country/regional programmes and global thematic initiatives, which has established a very strong reputation for UNCDF vis-à-vis donors and peers.

Please refer to


International Remittances

The UN General Assembly adopted the 2030 Agenda for Sustainable Development in September 2015. The 2030 Agenda recognizes migration as a core-development consideration, marking the first time that migration is explicitly integrated into the global development agenda. It also recognizes a major relevance of international migration as a multidimensional reality of and for the development of countries of origin, as well as transit and destination, which requires coherent and comprehensive responses.

Migration is also considered key to achieving the Sustainable Development Goals (SDGs). The adoption of the SDGs and explicit references to migration in 76 of its 17 goals, mainstreamed migration into global development policy. Migration can reduce poverty (SDG 1), improve health and education outcomes (SDGs 3 and 4), gender equality outcomes (SDG 5), foster growth and innovation (SDGs 8 and 9) and reduce inequality (SDG 10).

Remittances, on the other hand, can also contribute to reaching the SDGs in a variety of ways:

  • Household level: by recognizing the positive socioeconomic impact of remittances on families and communities
  • Community level: Benefits associated at sub-national or municipal levels including reduced rural poverty, lower income inequality, increased micro small and medium enterprises (MSME) activity, and strengthen resilience to adverse effects of climate change or disaster risks
  • Government level: Benefits for public sector institutions including greater transparency, better communication with citizens, and increased private sector development and entrepreneurship as a result of access to capital and domestic credit
  • Macro level: At macro-economic level, remittances can foster much needed foreign currency exchange, stabilize BOP, reduce dependency on government aid, and re-allocate capital resources into more productive investments and other financial services – moving money from international to domestic, consumption to investment, and from urban to rural.

Guided by the Addis Ababa Action Agenda, 2030 Agenda for Sustainable Development, and informed by the Declaration of the High-level dialogue on International Migration and Development adopted in October 2013, the Heads of State and Government and High Representatives adopted the Global Compact for Safe, Orderly, and Regular Migration in 2018 that expresses a collective commitment to improving cooperation on international migration, leading to the focused objectives on remittances:

  • Empowering migrants to catalyze their development contribution, and to harness the benefits of migration as a source of sustainable development
  • Promoting faster, safer, and cheaper transfer of remittances by enabling competition, regulation, and innovation in the remittance market
  • Initiatives to implement these objectives will also lead to developing financial safety net and wealth stock for migrants and their families in the home countries and have the potential to facilitate dignified and sustainable return of the migrants.

UNCDF aims to improve the functioning of the remittance market in order to improve the financial health of migrant families while strengthen economic development efforts of the origin and host countries. In doing so, UNCDF engages with public and private sector stakeholders to strengthen the capacity of the regulators to monitor and analyze the remittance transaction data towards evidence-based policy making, enable a conducive policy and regulatory environment, and deliver financial and technical assistance to a wide range of financial institutions (e.g. banks, cooperatives, microfinance institutions, money transfer operators, and mobile networks operators) to improve the digital remittance ecosystem and design migrant-centric financial products and services (e.g. savings, credit, insurance, payment services, remittances, pension, and investment).

Duties and Responsibilities


The objective of this role is to support the learning agenda emerging from the activities implemented within the UNCDF migration and remittance portfolio and communicate the learnings internally and externally. Working closely with the country, regional, and global teams, the KM consultant will lead the implementation of the Knowledge Management Strategy at the portfolio level and will work closely with the Communications lead in translating the learning from individual projects into coherent knowledge products that influence market actors and policymakers to ensure that the objectives of the portfolio are advanced.

Key Duties and Responsibilities

  • Provide leadership necessary for the formulation, development and implementation of a global remittance research and knowledge management strategy linked to UNCDF global learning agenda on digital finance and supporting positioning of UNCDF’s as a leader in the digital economies space.
  • Manage the research and knowledge process and production, in collaboration with the Communications lead, to develop a strategy for research and knowledge projects to position UNCDF as a thought leader on migration and remittances as a way to drive inclusive growth and financial resilience
  • Develop terms of reference, organize, coordinate, supervise and administer the resources of the Knowledge and Research of the migration and remittance portfolio in order to ensure timely and effective delivery of research and knowledge products


2.    Manage the implementation of the Knowledge Management Strategy 

  • Work with the team to design and implement a peer learning agenda and a knowledge sharing strategy across countries and regions. 
  • Prepare annual research and knowledge work plan in support of UNCDF migration and remittance portfolio with targets and budgets for approval.
  • Collaborate with the Results Management and M&E Team to ensure that the learnings agenda corresponds to the outcomes anticipated in the log frame.
  • Establish a strategy to document lessons learned during each project and respond to the need for knowledge of the sector.
  • Provide trainings to the country teams to incorporate the KM inputs into the drafting of project documents and during project implementation. 
  • Integrate knowledge sharing into all aspects of the strategy and foster lateral learnings between country, regional offices, and implementing partners.
  • Ensure the inclusion of gender issues and sex and age disaggregated data and/or analysis in the migration and remittances knowledge management strategy.
  • Manage internal and external learning events relevant to the migration and remittances portfolio (i.e. team meetings, retreats, partner meetings, etc.)
  • Curate the content of the UNCDF website and ensure that knowledge products are relevant to the needs of the partners and other stakeholders
  • Provide quarterly report on the research and learning activities across countries and regions


3.    Build research and product innovation capacity

  • Build a cadre of excellent researchers and writers for the migration and remittance portfolio.
  • Development of content for innovation challenges that includes defining the scope of content based on nature of use-cases for solutioning, execution plan, prepare for field research with participants related to prototype testing, etc.
  • Support the work on innovations as it relates to development of new use-cases of remittance-linked financial products and services by providing inputs to the design, prototype, development, pricing, launch, onboarding, marketing, and scale up of the product. 

4.    Develop partnerships for joint research and dissemination

  • Build effective and efficient research partnerships with private sector, industry associations, think tanks, academia, and policymakers and other stakeholders to facilitate constant feedback and buy-in for the learning agenda.
  • Communicate materials written with partners to document lessons learned
  • Collaborate with the team to ensure the knowledge products are relevant to a range of stakeholders (including for example policy makers and regulators) and are easily accessible in terms of language, style, and medium.

Identify key events where the results of our activities can be disseminated on an annual basis at the global level to raise UNCDF’s visibility with other development partners and funders.

Key Results:


Functional Competencies:

  • Innovation: Ability to make new and useful ideas work;
  • Leadership: Ability to persuade others to follow;
  • People Management: Ability to improve performance and satisfaction;
  • Communication: Ability to listen, adapt, persuade and transform;
  • Delivery: Ability to get things done while exercising good judgement.

Technical/ Functional Competencies:

  • Possesses expert knowledge of advanced concepts in remittances, mobile money, digital & financial inclusion, a broad knowledge of related disciplines, as well as an in-depth knowledge of relevant implementation experience;
  • Knowledge Management:  Ability to capture, develop, share and effectively use information and knowledge.
  • Project Management: Ability to plan, organize, and control resources, procedures and protocols to achieve specific goals.
  • Relationship Management:  Ability to engage and foster strategic partnerships with other parties, Inter-Agency Coordination and forge productive working relationships.
  • Results Based Programming: Assesses project performance to identify success factors and incorporates best practices into project work.

Required Skills and Experience

Required Skills and Experience


The ideal candidate should have Masters or equivalent in economics, finance, chartered accountancy, public/business administration, communications, social sciences, international relations or related fields.

Work experience:

  • A minimum of seven years of professional experience in progressively responsible positions in the areas of finance, audit, digital payments, financial services, out of which preferably at least five years work experience would be in private sector (preferably in payments and mobile money)
  • A minimum of three years of experience in operating at a digital remittance provider in executive capacity is preferred;
  • Recognized & published research and publications in the field of Remittance and Digital Finance is a distinct advantage
  • Working knowledge of current developments in digital innovations in remittances essential; along with strong knowledge of payments landscape and major actors/stakeholders is preferred.
  • Strong technical expertise and working knowledge in policy, legal and regulatory issues related to digital innovations & market development approaches to remittances and digital financial services;
  • Experience in managing high-level events, oversee contributions of other actors, along with formulating high-quality donor proposals, developing proposals, corresponding budgets, and monitoring and evaluation plans is highly preferable.



  • Written and spoken fluency in English is required
  • Additional language skills in French is an advantage


Timeline, duration of assignment, duty station and expected places of travel:

  • Timeline: 12 months with the possibility of extension for two more years based on consultant’s satisfactory performance and project needs.
  • Total Number of Working Days: Up to 200 working days within 12 months
  • Location(s): Home Based, with possible travels to UNCDF in New York and Brussels; potential additional travels to program implementation countries in Africa or Asia



  • Travel to the field and other relevant locations may be required and will be compensated on reimbursable basis and following the UNDP/UNCDF rules and regulations which states that consultants shall only be paid the most direct and most economical ticket, as will be quoted by the official UN travel agency.  Any amount in excess of the said quotation, such as class and airline preference of the consultant, shall be borne by the consultant and the daily living allowance will be paid in amounts not exceeding the UN established Rate.


Please note that UNCDF cannot guarantee residence permits or visas for consultants. Consultants are responsible for securing their work documentation. In the case of national consultants, applicants that are not nationals of the duty station requested will have to prove their residence status. 

Please note that consultants residing in the duty station will not be compensated for living expenses.


Provision of Monitoring, Progress Controls & Payments

  • Monitoring of progress shall be measured per the activities of the consultant.
  • The consultant will work under the direct supervision of the Lead Specialist, Migration and Remittances.
  • Payment will be made on periodical basis in accordance with number of days worked and upon satisfactorily achieved deliverables. All payments are subject to the clearance and approval of the direct supervisor.
  • Final payment shall require a signed performance evaluation of the consultant.


The following supporting documents will serve as conditions for disbursement: (i) submission of an invoice and Certificate of Payment (COP); (ii) review, approval and written acceptance of each deliverable by the UNCDF Lead Specialist, Migration and Remittances and/or his designate; (iii) submission of a time-sheet and expenses with relevant supporting documentation; and (iv) an authorization of payment disbursement from a direct supervisor.



Recommended Presentation of Offer

The following documents are requested:

  • Duly accomplished Letter of Confirmation of Interest and Availability;;
  • Personal CV indicating all past experience from similar projects, as well as the contact details (email and telephone number) of the Candidate and at least three (3) professional references;
  • Brief description of why the individual considers him/herself as the most suitable for the assignment, and a methodology, if applicable, on how they will approach the assignment.
  • Financial Proposal that indicates the all-inclusive Daily Fee price. If an Offeror is employed by an organization/company/institution, and he/she expects his/her employer to charge a management fee in the process of releasing him/her to UNCDF under Reimbursable Loan Agreement (RLA), the Offeror must indicate at this point, and ensure that all such costs are duly incorporated in the financial proposal submitted to UNCDF. 


Failure to submit all the below mentioned documents may result in rejection of the application.


Evaluation Criteria:

Applications will be rated on both technical and financial submissions. The following selection method will be used: Highest rated proposal using the combined scoring method, which assigns the weight distribution between the technical and financial proposals. The overall combined score will be 100 points, where weight distribution shall be 70% technical (30% desk review + 40% interview) and 30% financial.


Step I: Screening:

Applications will be screened and only applicants meeting the following minimum criteria (listed under education and experience) will progress to the pool for shortlisting:

  • A minimum of seven years of professional experience in progressively responsible positions in the areas of finance, audit, digital payments, financial services, out of which preferably at least five years of work experience would be in private sector (preferably in payments and mobile money)
  • The ideal candidate should have Master’s or equivalent in economics, finance, chartered accountancy, public/business administration, communications, social sciences, international relations or related fields.


Step II: Shortlisting by Desk Review (100 points): 

UNCDF will conduct a desk review to produce a shortlist of candidates and technically evaluate candidates as per the following criteria: 


  • Master’s or equivalent in economics, finance, chartered accountancy, public/business administration, communications, social sciences, international relations or related fields. – 20 points
  • Chartered accountancy or similar finance/audit experience especially with top consulting firms – 10 points
  • A minimum of seven years of professional experience in progressively responsible positions in the areas of finance, audit, digital payments, financial services – 20 points
  • At least five years of work experience in private sector (preferably in payments and mobile money) – 20 points
  • A minimum of three years of experience in operating at a digital remittance provider in executive capacity is preferred – 20 points
  • Recognized & published research and publications in the field of Remittance and Digital Finance is a distinct advantage – 10 points


As applicable, only the first top 3 ranked applicants achieving minimum 70 points shall be invited for an interview.


Step III: Interview: 

A competency-based Interview shall be conducted with the top three candidates who score the highest in Step II (minimum of 70 points). Candidates will be tested on the following:

  • Relevant experience
  • Sector Knowledge  
  • Communication Skills.

Only candidates obtaining a minimum of 70% on the total of Step II: Desk Review and Step III: Interview will be considered as technically qualified and will be reviewed further for financial evaluation.


Step IV: Financial Evaluation:

The following formula will be used to evaluate financial proposal:

Lowest priced proposal/price of the proposal being evaluated x 30%.


Step V: Award Criteria:

The contact shall be awarded to the applicant whose offer have been evaluated and determined as:

Responsive/compliant/acceptable; and Having received the highest combined weight (technical proposal & Interview) 70% + financial 30%= 100%.

Both individual consultants and individual employed by a company or institution are welcome to apply. 

Any individual employed by a company or institution who would like to submit an offer in response to a Procurement Notice for IC must do so in their individual capacity (providing a CV so that their qualifications may be judged accordingly). Women candidates or women-owned businesses are strongly encouraged to apply.

UNCDF is committed to achieving workforce diversity in terms of gender, nationality and culture. Individuals from minority groups, indigenous groups and persons with disabilities are equally encouraged to apply. All applications will be treated with the strictest confidence.

This vacancy is archived.

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