Senior Associate Director of Portfolio Management - Advancement and Alumni Engagement

Senior Associate Director Of Portfolio Management

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research and 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 a Senior Associate Director of Portfolio Management.

This position will report to the Director of Portfolio Management.

Key Responsibilities :

• Assists in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.
• Serves as team liaison for a defined group of development officers to ensure the execution of consistent portfolio reviews and that portfolios are filled according to portfolio management guidelines with the most promising prospects, balanced by fundraising stage, capacity, inclination, and other indicators.
• Leads strategic conversations with quantitative and qualitative analysis of prospect portfolios. Executes research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors.
• Assists in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.
• Collaborates with development officers, fundraising leadership, and other internal clients to understand portfolio needs, and implements innovative solutions to address moves management and fundraising strategies.
• Partners with Prospect Development and Stewardship staff and utilizes knowledge of portfolio management practices to provide regular portfolio updates and ad-hoc reporting.
• Provides guidance related to best practices for portfolio management, serving as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis.
• 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 assigned.

Additional Job Details :

Minimum Qualifications :

Preferred Qualifications :

Note : This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.