Senior Associate Director, Portfolio Management - Advancement and Alumni Engagement

Emory•Atlanta, GA

10d•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, solicitation, and stewardship across the university and its health systems. Its mission is to foster meaningful, lasting relationships that advance Emory’s mission to serve humanity. The Senior Associate Director, Portfolio Management works on the Prospect Development and Stewardship team, which supports the division through identification of major funders, research, leadership briefings, portfolio management, and proposal management. Reporting to the Senior Director of Portfolio Management, this role helps develop and execute portfolio management strategies, guidelines, policies, training, and review practices that support major gift fundraising. The position requires in-person work two days per week and regular remote work, with residency in Georgia and the ability to commute to Emory University on a flexible schedule based on business needs. Emory may change the remote-work status with notice.

Requirements

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.
Strong interpersonal and problem-solving skills, attention to detail, and ability to work with ambiguity and navigate a complex work environment.
Strong organizational, written, and verbal communication skills, with the ability to manage multiple projects simultaneously.
Ability to work independently and collaboratively to achieve goals, with a commitment to exceptional customer service.
High level of professionalism and commitment to confidentiality, sound judgment, and discretion.
Flexibility to accommodate changing priorities and deadlines.
Must reside in Georgia and be able to commute to Emory University on a flexible weekly schedule based on business needs.
Able to work in person two days a week.

Nice To Haves

Experience with project management software, data analysis tools, and CRM systems.
Prior experience in advancement, fundraising, alumni engagement, a nonprofit organization, or a university setting.

Responsibilities

Assist in developing and executing strategy, design, training, portfolio management guidelines, and policies to increase the effectiveness of major gift fundraising.
Serve as team liaison for a defined group of development officers, supporting consistent portfolio reviews and portfolios populated according to guidelines and prospect 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 portfolio review meeting frameworks, 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 provide regular portfolio updates and ad-hoc reporting using portfolio management practices.
Advise fundraising staff on portfolio management best practices and respond to questions about 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.