Director of Portfolio Management - Advancement and Alumni Engagement

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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 Director of Portfolio Management.

 

Prospect Development and Stewardship 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:

• Oversees and implements strategic prospect and portfolio management initiatives in support of institutional priorities, with a particular focus on principal and transformational gift fundraising efforts.
• Assists leadership in developing the framework of a principal gift portfolio management program, including prospect moves management, prospect strategy, and pipeline meetings.
• Implements a research-driven prospect management and tracking program to help guide the identification, cultivation, and solicitation and stewardship of principal gift prospects in an efficient, organized, and timely manner.
• Conducts regular portfolio meetings with fundraisers to ensure portfolios are filled with the most promising prospects, balanced by fundraising stage, age, capacity, inclination and other indicators to maximize return on fundraising efforts.
• Creates and interprets reports to ensure timely delivery of principal gift fundraising activity, pipeline, and ad hoc report analysis to leadership.
• Develops processes to evaluate principal gift officer portfolios and sets standards for quality control with the goal of placing the right prospects with the right development officers, optimizing the distribution of constituents to maximize gift yield.
• Provides leadership and guidance related to best practices for prospect development and relationship management, serving as a resource to leadership 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.
• May manage, train, coach, and mentor staff and provide opportunities for professional development.
• Performs other duties as assigned.

ADDITIONAL JOB DETAILS: 

• This position requires coming in person two days a week. 

MINIMUM QUALIFICATIONS:

• Bachelor's degree and six years of experience in prospect development, advancement services, or a related field.

PREFERRED QUALIFICATIONS:

• Extensive experience managing a dynamic prospect and portfolio management program, working with various technologies including advanced knowledge and experience with data visualization software and CRM systems.
• Experience working in prospect development with diverse prospect pools, particularly alumni, parents, grateful patients, and community members.
• Strong interpersonal and problem-solving skills with attention to detail and the ability to work in a demanding, dynamic environment.
• Strong organizational, written, and verbal communication skills with the ability to manage multiple projects simultaneously and the flexibility to accommodate changing priorities.
• Experience leading and developing staff, working independently as well as collaboratively to achieve goals, and building effective partnerships across diverse groups.
• Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion. 

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 [email protected] 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.