Senior Associate / Associate – Inclusive Financial Solutions (IFS)

Innovision Consulting is seeking an Senior Associate / Associate– Inclusive Financial Solutions (IFS) Portfolio to support research, technical assistance, and project implementation across financial inclusion, MSME finance, digital financial services, microinsurance, and sustainable and green finance. The role involves analytical research, project coordination, and client engagement to generate actionable insights for financial institutions, development partners, and policymakers.

If you think you match the profile, please email your updated CV and a cover letter to tahmeed.rifa@innovision-bd.com

Please mention “Job Application: Senior Associate /  Associate – Inclusive Financial Solutions (IFS)” in the subject line.

Job Description

Position Title: Senior Associate / Associate – Inclusive Financial Solutions (IFS)
Reports to: Portfolio Manager, Inclusive Financial Solutions (IFS)
Location: Head Office, Dhaka, Bangladesh
Type: Full-time

Position Summary

The Senior Associate / Associate will support the design, execution, and delivery of research, technical assistance, and project management assignments under the Inclusive Financial Solutions portfolio. The role requires a strong analytical foundation, experience in financial and banking ecosystems, and hands-on exposure to both quantitative and qualitative research.

The Associate will contribute to proposal development, research reports, and knowledge products, while applying gender, climate, and inclusion lenses across assignments. A strong understanding of financial ecosystems, market systems, and underserved segments—such as women entrepreneurs, youth, rural households, and microenterprises—will be considered a key asset.

Key Responsibilities

Business Development and Client Engagement

• Support identification of new business opportunities across financial inclusion, MSME finance, digital financial services, microinsurance, and green and climate finance.
• Work closely with the Business Development and Communications (BDC) team in proposal development, including methodology design, sampling strategies, budgeting, work planning, and technical narratives.
• Assist and/or take lead in preparing concept notes for commercially feasible projects and programmes.
• Assist and/or take lead in designing financial products and services for pitching to financial institutions, including microinsurance, green and sustainable finance, SME financing, and credit instruments.
• Participate in meetings, consultations, and knowledge-sharing forums representing the IFS portfolio.

Research, Data Collection, and Analysis

• Design and implement quantitative and qualitative research, including market diagnostics, household and enterprise surveys, formative research, and case studies related to financial inclusion.
• Develop robust sampling strategies for primary quantitative surveys and qualitative inquiries.
• Conduct secondary research on financial sector policies, regulatory frameworks, market trends, and global best practices.
• Support and supervise field data collection, including enumerator training, quality assurance, and stakeholder interviews.
• Ensure data quality through validation, cleaning, and documentation processes.
• Analyze data using appropriate statistical and analytical tools and interpret findings through financial inclusion, gender, and sustainability lenses.
• Contribute to drafting research reports, policy notes, technical briefs, and donor-facing knowledge products.

Project Implementation and Delivery

• Support day-to-day project coordination, timeline tracking, and milestone delivery.
• Assist in preparing inception reports, progress reports, and final project deliverables.
• Coordinate with internal teams, consultants, and clients to ensure timely and high-quality outputs.
• Ensure project activities are implemented to achieve high client satisfaction.

Knowledge Management

• Maintain and update internal databases of proposals, project documents, research tools, and client references.
• Support institutional learning by documenting methodologies, tools, and lessons from IFS assignments.
• Contribute to strengthening internal systems for future bidding and portfolio development.

Communications and Thought Leadership Support

• Support development of content related to inclusive finance, MSME finance, digital finance, microinsurance, and green finance for external communication platforms.
• Contribute short analytical write-ups on emerging trends, policy developments, and market insights.
• Assist in aligning research outputs with Innovision’s broader communication and visibility strategy.

Qualifications

• Bachelor’s or Master’s degree in Economics, Finance, Data Science, Statistics, Public Policy, Business, or other closely related disciplines from a reputed institution.
• 3-4 years of relevant experience in research, consulting, or development projects related to financial inclusion, MSMEs, or economic development; prior experience in the banking or financial sector is highly preferred.
• Strong professional writing skills in both English and Bangla.
• Practical experience with quantitative and qualitative research methodologies.
• Proficiency in MS Office Suite and Google Workspace.
• Proficiency in data analysis and visualization tools such as Python and Tableau/Power BI.
• Hands-on experience with statistical tools such as SPSS, STATA, R, or Python.
• Ability to develop concept notes related to financial sector projects and financial products/services.
• Ability to work independently, manage projects, and meet tight deadlines.
• Existing networks with financial institutions, development partners, or policy stakeholders will be considered an advantage.

Work Environment

• Collaborative, fast-paced, and intellectually stimulating environment.
• Opportunities to engage in multi-sectoral projects across Bangladesh and South Asia.
• Occasional travel for fieldwork and stakeholder engagement.

Expected Remuneration

The candidate must mention her/his expected monthly remuneration in the cover letter. A market-competitive remuneration package will be offered to the deserving candidate. Other benefits include:

• Festival bonus
• Mobile allowance
• Contributory provident fund
• Per diem during field visits
• Professional development opportunities

Deadline to Apply

11:59 PM BST, 25 January 2026