Senior Portfolio Management Director

3 weeks ago

Atlanta, Georgia, United States Emory HealthcareEmory University Full time
Job Description

Emory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. This role will play a critical part in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.

Key Responsibilities:
  • Assist in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.
  • Serve as team liaison for a defined group of development officers to ensure the execution of consistent portfolio reviews and that portfolios are filled according to portfolio management guidelines with the most promising prospects, balanced by fundraising stage, capacity, inclination, and other indicators.
  • Lead strategic conversations with quantitative and qualitative analysis of prospect portfolios.
  • Execute research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors.
  • Assist in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.
  • Collaborate with development officers, fundraising leadership, and other internal clients to understand portfolio needs, and implements innovative solutions to address moves management and fundraising strategies.
  • Partners with Pipeline Optimization staff and utilizes knowledge of portfolio management practices to provide regular portfolio updates and ad-hoc reporting.
  • Provides guidance related to best practices for portfolio management, serving as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis.
  • Synthesizes and analyzes prospect data, conducts and reviews audits, and monitors data integrity for the purpose of improving the quality of the prospect-specific data.
Requirements:
  • A bachelor's degree and four years of experience in fundraising, coordinating a prospect management system, directing activities toward prospect identification, database coordination, system design and/or report design and production OR an equivalent combination of experience, education and training.
  • Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
  • Strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously.
  • Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems.
  • Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.

Emory University is an equal opportunity employer and welcomes candidates who can contribute to the diversity and excellence of our academic community. This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Emory reserves the right to change remote work status with notice to employee. Emory University is committed to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status.

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