Program Associate, Portfolio Management

Job Type

Full Time




1828 L Street Northwest
District of Columbia
United States


Department: Public and Patient Engagement

Reports to: Engagement Officer, Team Lead

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Position Summary


The Program Associate, Portfolio Management works directly with the Engagement Officers and is responsible for coordinating and managing activities that ensure consistent monitoring and support of engagement on PCORI-funded Research awards. A key function of the role is to manage information flows between Engagement and Science as they may relate to portfolio management.  As an integral member of the Public and Patient Engagement team, the Program Associate is in involved in cross-departmental activities that align with Engagement’s strategic priorities of developing a PCOR community, engaging the stakeholder community in the conduct of PCOR, and promoting the dissemination and implementation of research findings.


Duties and Responsibilities:


Pre-award activities

  • Manages the Engagement Review process of targeted and pragmatic funding applications and coordinates with Merit Review and Science colleagues. Coordinates with Science on the inclusion of engagement related questions in information requests to applicants and engagement issues that should be considered in slate discussion

Project monitoring (post award)

  • Ensures the team provides an appropriate level of engagement monitoring and support based on the age and risk of targeted and pragmatic projects

Portfolio management

  • In coordination with EOs, reviews the engagement sections of Interim Progress Reports, Final Research Progress Reports, and Draft Final Research Reports.
  • In coordination with EOs, reviews and evaluates engagement deliverables and engagement products developed by study teams

Provide targeted portfolio and special projects management for PCORI’s Engagement Officers

  • Maintains infrastructure for collecting, monitoring, and evaluating project-level engagement and develops new infrastructure where it is lacking
  • Contributes to the continuous refinement of the Engagement Officer Integration efforts and development of relevant SOPs  
  • Develops reports and presentations on the status of projects and portfolio sectors
  • Seeks and assesses opportunities for Engagement Officers to support projects through resources, speaking engagements, check-ins, or other interventions
  • Facilitates opportunities for communication between Engagement Officers, Science Program Officers and Science Program Associates to develop adaptive solutions to capture and monitor engagement across Science projects
  • Develops recommendations on future opportunities for programmatic enhancement

 Department level support

  • Collaborates with Communications, Science, Contracts, Engagement Awards and Evaluation and Analysis program areas as well as with external PCORI stakeholders when necessary.
  • Serves as an integral member of the Engagement team participating in relevant Engagement program funding application reviews, advisory committee meetings, task forces, etc.
  • Participates on internal committees or workgroups as needed

 Developing, tracking, and executing of engagement tools and resources for both staff, awardees, and the public.

  • Development and distribution of Engagement Plan Template Version 2.0
  • Contribute to the development of engagement resources and analysis of engagement structures
  • Support development, upkeep, and distribution of Engagement Resource Library

Required Skills

  • Strong coordination and project management skills
  • Experience with portfolio support and management
  • Flexibility and capacity to be proactive in an evolving area of work
  • Highly effective interpersonal skills.
  • Must be well organized, with great attention to detail, accuracy; able to set priorities and work with minimum supervision.
  • Judgment, integrity, and ability to work collaboratively across teams.
  • Extensive experience and advance level skill with PowerPoint, Excel and Microsoft Office Products.
  • Skill in various data platforms such as Salesforce, contracts management systems and social media platforms
  • Excellent editing, oral and written communications skills

Required Experience

  • Master’s degree and 1-2 years of experience, or Bachelor’s degree and 3-4 years of directly applicable experience to the duties related to managing projects and coordinating activities in a complex, fast-paced work environment. Applicants with advanced academic or professional credentials and extensive years of relevant experience working in a funding organization/agency may be considered and may qualify for Senior Program Associate role.

Professional Level

None specified

Minimum Education Required

No requirement