Portfolio Management Coordinator

Natural Resources Defense Council • New York, NY

1d • Hybrid

About The Position

The Portfolio Management Coordinator supports NRDC’s Development team by processing entries for its donor portfolios and working closely with frontline gift officers to ensure donor strategies, moves, and other activities are recorded accurately and promptly in Salesforce. The role also supports data hygiene and provides administrative assistance to the Associate Director of Portfolio Management, including scheduling and expense-report support. The coordinator organizes regular check-ins with gift officers and supports team leaders in reviewing progress against individual, team, and regional metrics and goals. This position is part of the bargaining unit represented by the Washington Baltimore News Guild (WBNG / The Newsguild-CWA Local 32035).

The position reports to the Associate Director of Portfolio Management. Work is sometimes performed primarily in an office, with a hybrid policy requiring eight in-office days per month; qualifying off-site work events and work-related travel may count toward this requirement. Travel to NRDC U.S.-based offices is anticipated approximately once annually. Hours may sometimes require flexibility or longer hours, including nights and weekends, when projects necessitate them.

Requirements

• High school diploma.
• 1–3 years of work experience.
• Competence with and commitment to diversity and inclusion, and the ability to partner effectively with diverse colleagues, leaders, and partners.
• Ability to perform or quickly learn new tasks, systems, and technology.
• Ability to prioritize and execute multiple tasks efficiently, follow institutional procedures, and work independently with strong attention to detail.
• Excellent written and verbal communication skills.
• Strong problem-solving skills.
• Ability to work with a broad range of people on different projects.
• Strict adherence to confidentiality requirements and discretion when handling sensitive information.
• Proficiency with Microsoft Office, including Word, Excel, and Outlook, and ability to learn accounting and finance systems and relevant NRDC software and platforms.
• Ability to travel as needed to NRDC U.S.-based offices, anticipated approximately once annually.
• Commitment to NRDC’s mission, values, and DEI principles.

Nice To Haves

• Bachelor’s degree or equivalent combination of education and experience.
• Understanding of nonprofit fundraising and CRM.

Responsibilities

• Perform high-volume data entry and accurately enter donor-engagement requests into Salesforce in a timely manner.
• Assist with creating donor plans and opportunities in Salesforce.
• Work with Development staff and gift officers to update donor strategies and upcoming engagement activities in Salesforce, supporting data hygiene and Moves Management best practices.
• Enter and track giving and solicitation details, produce reports in partnership with gift officers, and provide reports to the Associate Director of Portfolio Management.
• Ensure data execution follows departmental and organizational policies and procedures.
• Assist the Associate Director of Portfolio Management with data hygiene projects to maintain accurate donor information in the database.
• Schedule and coordinate regular Portfolio Management Meetings, including drafting agendas, calendaring, preparing and providing reports or other data, and tracking action items.
• Beta test tools intended to improve data-management efficiency as directed by the Associate Director of Portfolio Management.
• Assist Donor Systems and CRM team members in creating, implementing, and refining Moves Management reporting.
• Provide coverage for the Moves Management team’s Senior Portfolio Management Coordinator when necessary.

Benefits

• Generous time-off policy, including a company-wide year-end Rest & Recharge Week.
• Generous family leave policy beyond federal requirements.
• Matching 403(b), whether or not the employee contributes.
• Hybrid policy with eight in-office days per month.
• Premium comprehensive healthcare and mental health programs.
• Competitive salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED