Prospect Researcher and Portfolio Developer
2 months ago
OVERVIEW
DeSales University, in Center Valley, Pennsylvania, is a Catholic, private, coeducational, four-year liberal arts university. Founded by the Oblates of Saint Francis de Sales in 1964, the 550-acre suburban campus is located about 50 miles north of Philadelphia and 90 miles southwest of New York City. A total enrollment of nearly 3,000 includes undergraduate day, evening, and graduate students. DeSales has approximately 130 full-time faculty members and offers 50 bachelor's degrees, 14 graduate programs, and a number of certificates in a wide range of disciplines.
In 2024, the University transitioned to a new academic structure featuring a four-college/school model, which includes the Kathleen Waterbury and J.B. Reilly School of Business; a College of Arts, Education, and Humanities with a School of Education and a School of Performing Arts; a College of Sciences; and a College of Healthcare Professions with a designated School of Nursing. For further information, visit www.desales.edu. EOE
POSITION SUMMARY
DeSales University is in search of a Prospect Researcher and Portfolio Developer (PRPD) to join our Institutional Advancement team. The PRPD will play a vital role in the University's first and largest comprehensive campaign to date. As we prepare to launch the public phase of the campaign, the PRPD will utilize industry best practices to grow the size and quality of the prospect pool. This individual will report to the Director of Advancement Services and will be responsible for establishing and managing a system that supports the critical functions of prospect research and data-driven decision making. They will partner with gift officers, and actively and regularly engage with Deans, faculty, and other academic and administrative partners to identify new prospective donors. This position will be instrumental in identifying new prospects and partnerships while enhancing the department's database of existing donors to maximize philanthropic support for DeSales University.
The PRPD will develop and maintain a prospect management system that encourages the movement of potential donors through the University's fundraising pipeline. They will analyze the prospect pool to aid in fundraising planning and projections and ensure that development officers have substantive portfolios of prospects that are aligned with DeSales University's strategic funding priorities.
This position requires the utmost level of discretion, confidentiality, and careful stewardship of highly sensitive information.
QUALIFICATIONS
- Bachelor's degree
- Minimum of four (4) years of experience in a related field such as prospect research, prospect management, fundraising, non-profit and/or market analysis
- Experience with relational databases/CRMs. Desales's Office of Institutional Advancement is currently transitioning from Colleague Advancement to Slate as its system of record.
- Knowledge of prospect research ethics, including statements by APRA and CASE.
DeSales University is an EEO employer - M/F/Vets/Disabled
-
Prospect Researcher and Portfolio Developer
2 months ago
Center Valley, United States DeSales University Full timeOVERVIEW DeSales University, in Center Valley, Pennsylvania, is a Catholic, private, coeducational, four-year liberal arts university. Founded by the Oblates of Saint Francis de Sales in 1964, the 550-acre suburban campus is located about 50 miles north of Philadelphia and 90 miles southwest of New York City. A total enrollment of nearly 3,000 includes...
-
Investment Portfolio Specialist
2 months ago
La Center, United States The Ladders Full timeThank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process....
-
Equity Portfolio Specialist
4 weeks ago
Dorchester Center, United States Wellington Management Full timeAbout Wellington Management Wellington Management is a leading investment management firm that provides a wide range of investment capabilities across the global capital markets. Our tailored investment solutions are designed to meet the specific return and risk objectives of institutional clients worldwide, leveraging a strong foundation of proprietary...
-
Development Director
1 month ago
Deer Valley, United States Park City Education Foundation Full timePARK CITY EDUCATION FOUNDATION IS SEEKING A DEVELOPMENT DIRECTOR About Park City Education Foundation: For over 30 years, Park City Education Foundation (PCEF) has funded and supported educator-powered initiatives that inspire all Park City students to reach their academic and lifelong potential. We do this by infusing $1.5 million annually into the Park...
-
Research and Development Intern
2 days ago
Hollis Center, Maine, United States Fusion Dynamics Full timeAbout UsFusion Dynamics is a leading company in the food industry, known for its innovative and sustainable products. With a rich history dating back to 1722, we have established ourselves as a trusted brand, combining tradition and modernity.Our CultureWe value our employees and strive to create a work environment that is passionate, sustainable, and open...
-
Scotts Valley, California, United States University of California, Santa Cruz Full timeAbout the RoleThe University of California, Santa Cruz seeks a seasoned professional to join our University Relations team as the Executive Director of Parent & Family Development. In this key leadership role, you will be responsible for developing and implementing comprehensive strategies to engage parents & families in supporting UC Santa Cruz through...
-
Portfolio Risk Manager, Fixed Income
3 weeks ago
Dorchester Center, United States Wellington Management Full timeAbout Us Wellington Management provides extensive investment management services that encompass nearly all sectors of the global capital markets. Our investment offerings, customized to meet the distinct return and risk objectives of institutional clients across more than 60 countries, leverage a solid foundation of proprietary research and a collaborative...
-
Research and Development Intern
2 weeks ago
Hollis Center, Maine, United States Fusion Dynamics Full timeWe are a dynamic company that combines tradition and modernity to create innovative products with unique taste. Our success is built on the passion and dedication of our employees, who drive our business forward with bold action, trust, tolerance, and openness to the world.As a key member of our team, you will play a crucial role in shaping the future of our...
-
Market Development Representative
6 days ago
Valley Center, Kansas, United States Sazerac Company Full timeAbout Sazerac CompanySazerac Company is a leading American family-owned company with a rich history spanning almost 400 years. With operations in the United States and around the world, we have achieved double-digit growth every year since the 2000s. Our portfolio includes the most award-winning bourbons and whiskeys in the world, such as Buffalo Trace,...
-
Market Development Representative
6 days ago
Valley Center, Kansas, United States Sazerac Company Full timeAbout Sazerac CompanySazerac Company is a leading American family-owned business with a rich history spanning almost 400 years. With operations in the United States and globally, we have achieved double-digit growth every year since the 2000s. Our portfolio includes the most award-winning bourbons and whiskeys in the world, such as Buffalo Trace, Pappy Van...
-
Highway Safety Research Laborer
2 weeks ago
Valley Center, Kansas, United States Aerotek Full timeJob SummaryAerotek is seeking a skilled Construction Laborer to join our team in conducting highway safety research. As a Construction Laborer, you will play a vital role in designing, developing, testing, and evaluating roadside safety features.Key ResponsibilitiesAssist in the design and development of roadside safety features, including guardrails, bridge...
-
Portfolio Director
1 week ago
Happy Valley, United States CRMG Full timeJob SummaryCRMG is seeking a highly motivated Residential Portfolio Manager to join our growing residential team. As a key member of our team, you will provide a high level of service to our clients and excel at building high-functioning teams to manage a diverse portfolio of multi-family residential properties.Key ResponsibilitiesLead a team of property...
-
Finance Internship
15 hours ago
Valley Center, Kansas, United States Ameritas Full timeInvestment Management Internship OpportunityAmeritas Investment Partners is seeking a highly motivated and detail-oriented individual to join our investment management team as an intern. As a Finance Intern - Investments, you will have the opportunity to work with various investment management teams, including Fixed Income, Equities, Commercial Mortgage...
-
Director of Development, Global Protect
3 weeks ago
Center, United States The Nature Conservancy Full timeOFFICE LOCATION United States #LI-CH1 #PDN #Li-Remote WHO WE ARE The Nature Conservancy's mission is to protect the lands and waters upon which all life depends. As a science-based organization, we create innovative, on-the-ground solutions to our world's toughest challenges so that we can create a world in which people and nature thrive. We're rooted...
-
Strategic Fundraising Leader
1 week ago
Storrs Center, United States UCONN Foundation Full timeJob SummaryThe UConn Foundation is seeking a highly skilled and experienced fundraising professional to serve as the Assistant Vice President for Planned Giving. This key leadership role will be responsible for overseeing the comprehensive Gift Planning Program, providing strategic thought leadership, and fostering ongoing sustainable and incremental growth...
-
Assistant Vice President for Planned Giving
2 days ago
Storrs Center, United States University of Connecticut Foundation Inc Full timeJob Title: Assistant Vice President for Planned GivingJoin the University of Connecticut Foundation Inc as we seek a highly skilled and experienced professional to lead our Gift Planning Program. As Assistant Vice President for Planned Giving, you will be responsible for overseeing a comprehensive Gift Planning Program, providing strategic thought...
-
Overnight Youth Counselor
6 days ago
Waterville Valley, New Hampshire, United States Mount Prospect Academy Full timeMount Prospect Academy: A Leader in Youth Residential CareMount Prospect Academy is a renowned organization dedicated to providing exceptional care and support to young individuals in need. We are seeking a highly motivated and compassionate Overnight Youth Counselor to join our team.Job SummaryThe Overnight Youth Counselor will be responsible for providing...
-
Insurance Portfolio Manager
2 days ago
Prescott Valley, United States The Jonus Group Full timeJob Title: Commercial Lines Account ManagerAbout the Role:The Jonus Group is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our team, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet clients' needs.Key...
-
Portfolio Analyst, Private Equity
4 months ago
Dorchester Center, United States Fidelity Investments Full timeJob Description: The Department With more than $700 billion in assets under management as of March 31, 2023, Fidelity's Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom...
-
METOC Portfolio Manager
3 weeks ago
John C. Stennis Space Center, United States Peraton Full timeFinancial Planning RolePeraton is seeking a skilled Financial Planning Specialist for the METOC contract.Key ResponsibilitiesPerform in-depth analysis of the METOC portfolio in the Navy Comptroller's Program Budget Information System (PBIS) and the Resource Sponsor's Allocation Program System (RAPS).Develop and present reports and recommendations for...