Senior Portfolio Management Director

3 days ago

Atlanta, Georgia, United States Emory HealthcareEmory University Full time
Job Title: Senior Associate Director of Portfolio Management

Emory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role 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.
  • Partner 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.
Minimum Qualifications:
  • 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.
Preferred Qualifications:
  • Successful candidates will possess 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

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.

Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law.

Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination.

Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action.

Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training.

Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.

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