Home » Job Descriptions » Sr Asc Dir, Portfolio Mgmt

     
Pay Range Minimum
Job Code:
 FC221
Hourly:
 $33.17
FLSA*:
 Exempt
Monthly:
 $5,750
Grade:
 235
Annually:
 $69,000

*This is an Exempt position. Employees in this position are paid a salary on a monthly basis and are not eligible to receive overtime pay.
JOB DESCRIPTION: 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.
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.

The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the personnel so classified.

EQUAL EMPLOYMENT OPPORTUNITY / AFFIRMATIVE ACTION EMPLOYER:

Emory University is dedicated to providing equal opportunities to all individuals regardless of race, color, religion, ethnic or national origin, gender, age, disability, sexual orientation, gender identity, gender expression, veteran's status, or any other factor that is a prohibited consideration under applicable law.
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