Assistant Director of Portfolio Management - Advancement and Alumni Engagement

Emory University • Atlanta, GA

7d • Hybrid

About The Position

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 inclusion. We are currently seeking an Assistant Director of Portfolio Management.

Requirements

• A bachelor's degree and two years of experience in fundraising, information systems and/or fundraising systems, prospect management systems, or database coordination, OR an equivalent combination of experience, education and training.

Nice To Haves

• Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
• Successful candidates will possess strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously.
• Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
• Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems.
• 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.

Responsibilities

• Assists in preparing data and reports for regularly scheduled portfolio review meetings with development and engagement officers.
• Serves as team liaison to a defined group of engagement officers and leads strategic portfolio review meetings, including quantitative and qualitative analysis of prospect portfolios while ensuring portfolios are filled according to portfolio management guidelines with the most appropriate prospects.
• Leads the review and approval process, in partnership with relationship manager and supervisors, for removing prospects from portfolios.
• Partners with Partners with Prospect Development and Stewardship staff to provide regular portfolio updates and ad-hoc reporting.
• 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 required.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees