Portfolio Manager

3 weeks ago

Alexandria, United States American Society of Clinical Oncology Full time

Do you want to create a world where cancer is prevented or cured, and every survivor is healthy?

Conquer Cancer, the ASCO Foundation raises funds to accelerate breakthrough research for every type of cancer, while sharing and supporting the vision of the American Society of Clinical Oncology (ASCO), the world's largest professional society for people who work in cancer care. Conquer Cancer's community of staff, donors, and affiliate organizations work to support research that delivers better treatments and cures and provides the vital resources and programs needed to deliver the highest quality, equitable patient care around the world.

ASCO is a flexible, high-performance membership organization where employees collaborate to support our mission through evidence, care, and impact. Together with Conquer Cancer, the ASCO Foundation, we foster a culture that prioritizes customer-centricity, emphasizes teamwork, commits to quality, and values inclusion. Our culture, ASCO Works - Our Way of Working, has long enabled workplace flexibility and embraced technology to help us achieve balance.

ASCO offers competitive salaries, an excellent benefits package, and opportunities to participate in professional development programs. To learn more about Conquer Cancer, click here. To learn what it's like to work at ASCO and Conquer Cancer, click here.

Who we are looking for:

Are you a high-performing and strategic leader with a passion for prospect development and fundraising? If so, we have the perfect role for you We are currently seeking a talented and results-driven Portfolio Manager to lead our prospect development functions and strategy.

As a critical member of our team, you will play a pivotal role in optimizing prospect portfolios, pipeline management, research, and analysis, while collaborating closely with our Relationship Managers to achieve fundraising goals.

If you are looking for an opportunity to contribute to the success of a dynamic organization and looking to make a difference in the fight against cancer, apply now

Remote candidates welcome or primary location in Alexandria, VA

Responsibilities

  • Lead prospect assignment process to achieve appropriately balanced portfolios for both Individual and Institutional Relationship Managers.
  • Manage and regularly review major, planned, and principal gift pipeline.
  • Manage prospect research and wealth screening vendors.
  • Plan, organize, and participate in regular prospect review meetings, providing key donor insights and strategy to staff and advising on plans for engagement and solicitation.
  • Lead and conduct regular portfolio management meetings with each Relationship Manager to evaluate changes in portfolio balance and the need to grow or refresh portfolios.
  • Lead pipeline-building efforts through research.
  • Provide managers with reporting of staff progress to achieving metrics.
  • Develop planned giving marketing lists based on research results.
  • Develop and expand upon policies, procedures, and systems necessary for the identification, evaluation, and tracking of prospects.
  • Manage and maintain rating system and department-wide adherence to contact report and proposal recording system and deadlines.
  • Lead analysis in tracking and reporting on wealth screening and research results.
  • Conduct prospect analysis to inform proactive research activities.
  • Work with Individual and Institutional fundraising leadership to envision and anticipate future department needs.
  • Participate intensively in campaign planning.

Required Education and Experience

  • Bachelor's degree in related field or equivalent years of experience
  • 5 years of experience in donor prospect management and research and a thorough working knowledge and understanding of best practices related to prospect research and fundraising.
  • A demonstrated understanding of the fundraising process and donor cycles, and knowledge of current trends in fundraising and donor prospecting.
  • Familiarity with wealth capacity, affinity, and inclination scores.
  • Experience conceptualizing, developing, and implementing proactive prospecting methodologies to identify potential major, planned and principal gift donors.
  • Working knowledge of current prospect research technologies and databases.

Competencies

  • Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis
  • Enthusiastic about the application of analytics and use of technology, and a desire to improve efficiencies to the prospect management system.
  • Strong qualitative and quantitative analytical and research skills.
  • Excellent communication skills, including written, with the ability to clearly convey and receive information.
  • Ability to work well both independently and collaboratively in teams.
  • Strong interpersonal and relationship building skills.
  • Excellent organizational skills and attention to detail.

Work Environment.

Fast-paced office environment.

ADA/Physical Requirements

Must lift up to10 lbs

Travel

1-5 days/yr

Generous Benefits Package:

  • Hybrid Work Environment
  • Open Leave Policy
  • Paid Family Leave
  • 13 Paid Holidays per Calendar Year
  • Staff Appreciation Days
  • 401(k): 7.5% Employer Contribution
  • Medical/Dental/Vision
  • Employee Assistance Program
  • Fertility and Family Forming
  • Healthcare Concierge
  • Flexible Spending Account(s)
  • Healthcare Savings Account
  • Disability and Life Insurance

The American Society of Clinical Oncology (ASCO) is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

At ASCO and Conquer Cancer, our goal is to foster and encourage a diversity of thought, experience, and background in our workplace. Our organizations' culture is multi-dimensional, and we encourage our employees to leverage their unique perspectives and ideas.

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