Senior Associate Director, Portfolio Management - Advancement and Alumni Engagement

Emory University•Atlanta, GA

11d•Hybrid

About The Position

Emory University’s Division of Advancement and Alumni Engagement uses resources, technology, and business practices to support alumni and donor engagement, donor research, and stewardship across the university and health systems. Its mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving in service of Emory’s mission. The Senior Associate Director, Portfolio Management is part of the Prospect Development and Stewardship team, which identifies major funders for university initiatives, provides research and leadership briefings, and oversees portfolio and proposal management. The position supports major gift fundraising through portfolio strategy, analysis, reviews, lead assignments, reporting, and guidance to fundraising staff. It reports to the Senior Director of Portfolio Management. This role requires working in person two days a week and permits regular work from home. The employee must reside in Georgia and be able to commute to Emory University on a flexible weekly schedule based on business needs. Remote-work status may be changed with notice.

Requirements

Bachelor’s degree and four years of experience in fundraising, coordinating a prospect management system, directing prospect identification activities, database coordination, system design, and/or report design and production; or an equivalent combination of experience, education, and training.
Must reside in Georgia and be able to commute to Emory University on a flexible weekly schedule based on business needs.
Must work in person two days a week.

Nice To Haves

Strong interpersonal and problem-solving skills, attention to detail, ability to work with ambiguity, and ability to navigate a complex work environment.
Strong organizational, written, and verbal communication skills, with the ability to manage multiple projects simultaneously.
Experience with project management software, data analysis tools, and CRM systems.
Ability to work independently and collaboratively, with a commitment to exceptional customer service.
High level of professionalism and commitment to confidentiality, sound judgment, and discretion.
Prior experience in advancement, fundraising, alumni engagement, a nonprofit, or a university setting.
Flexibility to accommodate changing priorities and deadlines.

Responsibilities

Assist in developing and executing strategy, design, training, portfolio management guidelines, and policies that improve the effectiveness of major gift fundraising.
Serve as liaison for a defined group of development officers, ensuring consistent portfolio reviews and portfolios aligned with guidelines and balanced by fundraising stage, capacity, inclination, and other indicators.
Lead strategic conversations using quantitative and qualitative analysis of prospect portfolios.
Execute research-driven portfolio management and lead assignment programs to guide the identification and assignment of prospective major gift donors.
Assist in developing the framework for portfolio review meetings, including their purpose, strategy, data needs, and reporting materials.
Collaborate with development officers, fundraising leadership, and internal clients to understand portfolio needs and implement solutions for moves management and fundraising strategies.
Partner with Pipeline Optimization staff and use portfolio management expertise to provide regular portfolio updates and ad hoc reporting.
Provide guidance on portfolio management best practices and serve as a resource to fundraising staff on prospect tracking and portfolio analysis.
Synthesize and analyze prospect data, conduct and review audits, and monitor data integrity to improve prospect-specific data quality.
Perform related duties as assigned.