Emory University
Senior Associate Director of Portfolio Management - Advancement and Alumni Engag
Emory University, Atlanta, Georgia, United States, 30383
Discover Your Career at Emory University
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 diversity and excellence of our academic community.
Description
The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research, solicitation, 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. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value diversity, equity, and inclusion. We are currently seeking two Senior Associate Directors of Portfolio Management. This position will report to the Director of Portfolio Management.
KEY RESPONSIBILITIES:
Assists 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.
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.
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 Supports a Diverse and Inclusive Culture
Emory University is dedicated 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.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.
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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 diversity and excellence of our academic community.
Description
The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research, solicitation, 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. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value diversity, equity, and inclusion. We are currently seeking two Senior Associate Directors of Portfolio Management. This position will report to the Director of Portfolio Management.
KEY RESPONSIBILITIES:
Assists 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.
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.
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 Supports a Diverse and Inclusive Culture
Emory University is dedicated 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.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.
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