Prospect Research and Portfolio Management Manager

the USO•Arlington, VA

15d•Onsite

About The Position

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do. Dont take our word for it. The external Great Place To Work survey found that: The USO is a Certified Great Place to Work 2025-2026 96% feel good about the ways we contribute to the community. 94% are proud to tell others they work here. 92% feel their work has special meaning: this is not "just a job." 91% feel that when you join the company, you are made to feel welcome. 92% feel people here are treated fairly regardless of their race. 88% feel people here are treated fairly regardless of their gender. The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USOs Major Gifts and Corporate fundraising initiatives.

Requirements

Bachelors Degree in a broad array of study areas preferred
5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods.
Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred
Skill and ability to apply knowledge of computerized donor development systems including Raisers Edge NXT and Blackbaud Fundraiser Performance Management
Strong interpersonal and problem-solving skills.
Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism
Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects.
Ability to handle confidential information with tact and poise
Working knowledge of basic business and data analysis functions including pivot tables and project management
Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs
Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite
Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid drivers license
Must be a strong advocate of the USO's mission

Responsibilities

Prospect Research: Conduct research on individuals, corporations, foundations, and other entities in support of the USOs fundraising efforts in line with internal policies and procedures
Provide fundraisers and support staff training and guidance on how and when to request research
Serve as project lead and/or collaborate with teammates on research projects throughout the year
Prepare event bios for cultivation and other types of events to achieve specific strategic outcomes
Configure, review, and route substantive news alerts to fundraisers and capture same in Raisers Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Prospect Assignments and Portfolio Management: Review assignment requests and action them in line with internal policies and procedures
Provide fundraisers and support staff training on how and when to request assignments
Develop and monitor fundraiser portfolios to ensure they are optimized to meet fundraising goals
Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in Raisers Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
Data Analysis: Review and analyze portfolio, prospect, and donor data using pivot tables and related techniques to surface strategic insights for fundraisers
Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to further optimize fundraising portfolios
Pipeline Reporting: Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Raisers Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
Provide fundraisers and support staff training on how and when to add opportunities to Raisers Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Other duties as assigned