Senior Associate Director, Portfolio Management - Advancement and Alumni Engagement

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Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. Description

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of soliciting alumni, donor engagement, donor research, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory’s mission to serve humanity. We are currently seeking a Senior Associate Director, Portfolio Management.

The Prospect Development and Stewardship team supports the Advancement and Alumni Engagement division by identifying major funders for university initiatives, providing research, and preparing leadership briefings, overseeing portfolio management, and proposal management. This position will report to the Senior Director of Portfolio Management.

KEY RESPONSIBILITIES:

Assists in in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.

Serves 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.

Leads strategic conversations with quantitative and qualitative analysis of prospect portfolios.

Executes research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors.

Assists in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.

Collaborates 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.

Performs related duties as assigned.

ADDITIONAL JOB DETAILS:

This position requires coming in person two days a week.

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.

Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.

Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.

Flexibility to accommodate changing priorities and deadlines.

NOTE: 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. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

Additional Details

Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with 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 (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of soliciting alumni, donor engagement, donor research, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory’s mission to serve humanity. We are currently seeking a Senior Associate Director, Portfolio Management.

The Prospect Development and Stewardship team supports the Advancement and Alumni Engagement division by identifying major funders for university initiatives, providing research, and preparing leadership briefings, overseeing portfolio management, and proposal management. This position will report to the Senior Director of Portfolio Management.

KEY RESPONSIBILITIES:

Assists in in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.

Serves 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.

Leads strategic conversations with quantitative and qualitative analysis of prospect portfolios.

Executes research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors.

Assists in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.

Collaborates 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.

Performs related duties as assigned.

ADDITIONAL JOB DETAILS:

This position requires coming in person two days a week.

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.

Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.

Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.

Flexibility to accommodate changing priorities and deadlines.

NOTE: 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. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with 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 (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.