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Portfolio Strategy Analyst
Portfolio Strategy AnalystAlabama Staffing • Auburn, AL, US
Portfolio Strategy Analyst

Portfolio Strategy Analyst

Alabama Staffing • Auburn, AL, US
2 days ago
Job type
  • Full-time
Job description

Portfolio Strategy Analyst

Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join our operations and strategy team. In this position, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis. This role supports fundraisers by developing and managing donor pipelines, providing training, and ensuring effective communication.

What You'll Do :

  • Collaborate with Fundraising Units : Partner with colleges and units to address moderately complex research and prospect management needs.
  • Support Fundraisers : Assist development officers in pipeline development and portfolio management through training, communication, and strategic guidance.
  • Conduct Strategic Meetings : Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
  • Maintain Data and Metrics : Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.

Why You'll Love It Here :

  • Impactful Work : Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
  • Collaborative Environment : Join a team of dedicated professionals who are committed to making a difference.
  • Purpose Driven Work : Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience.
  • Culture by Design : Thrive in a culture that champions respect, accountability, and professional development.
  • Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum a seasoned and respected advancement professional our organization is set to revolutionize the future of Advancement.

    Essential Functions :

  • Purpose : Assist in the development, management, and tracking of fundraising goals and metrics. Identify, qualify, rate, and assign major gift prospects to development officers in support of fundraising objectives.
  • Collaboration : Partner with colleges and units requiring moderately complex research and prospect management needs. Work closely with assigned development officers to comprehend and align with their priorities, portfolios, and prospect goals. Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
  • Innovation : Promote a consistent approach to research and prospect management across units through regular communication, training, and alignment with Advancement priorities. Offer training and database support to development officers on prospect management and research resources and policies.
  • Production : Update and maintain records related to development officer portfolios and relationship manager assignments. Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units. Maintain accurate records of donor interactions, engagement activities, and program participation, ensuring information is effectively leveraged for future outreach.
  • Why Work at Auburn?

  • Life-Changing Impact : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
  • Culture of Excellence : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
  • We're Here for You : Auburn offers generous benefits, educational opportunities, and a culture of support and work / life balance.
  • Sweet Home Alabama : The Auburn / Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
  • A Place for Everyone : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
  • Ready to lead and shape the future of higher education? Apply today! War Eagle!

    Minimum Qualifications :

  • Level I Bachelor's degree
  • Level II Bachelor's degree plus 5 years of experience in data maintenance, reporting, and research.
  • Minimum Skills, License, and Certifications :

  • Minimum Skills and Abilities
  • Minimum Technology Skills
  • Minimum License and Certifications
  • Desired Qualifications :

  • Desired Qualifications
  • Salary Range : $46,680-$73,940

    Job Category : Auburn Advancement

    Working Hours if Non-Traditional : Monday-Friday : 7 : 45am-4 : 45pm - may occasionally work nights and weekends

    City position is located in : Auburn

    State position is located : Alabama

    Equal Opportunity Compliance Statement : It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law.

    Special Instructions to Applicants :

    Required Documents :

  • Resume
  • Cover Letter
  • Optional Documents :

    Documents Needed to Apply

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    Strategy Analyst • Auburn, AL, US

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