Assistant Director of Portfolio Management - Advancement and Alumni Engagem at Emory University

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Prospect Management, Communication Skills, Organizational Skills, Problem-Solving Skills, Customer Service, Project Management, Collaboration, Attention to Detail, Data Integrity, Fundraising, Technology, Confidentiality, Flexibility, Auditing, Stewardship

Industry

Higher Education

Description

Discover Your Career at Emory University Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. Description The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research, 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 an Assistant Director of Portfolio Management. KEY RESPONSIBILITIES: Assists in preparing data and reports for regularly scheduled portfolio review meetings with development and engagement officers. Serves as team liaison to a defined group of engagement officers and leads strategic portfolio review meetings, including quantitative and qualitative analysis of prospect portfolios while ensuring portfolios are filled according to portfolio management guidelines with the most appropriate prospects. Leads the review and approval process, in partnership with relationship manager and supervisors, for removing prospects from portfolios. Partners with Partners with Prospect Development and Stewardship staff to provide regular portfolio updates and ad-hoc reporting. 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 required. ADDITIONAL JOB DETAILS: This position requires coming in person two days a week. MINIMUM QUALIFICATIONS: A bachelor's degree and two years of experience in fundraising, information systems and/or fundraising systems, prospect management systems, or database coordination, OR an equivalent combination of experience, education and training. PREFERRED QUALIFICATIONS: Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment. Successful candidates will possess strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously. Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service. Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems. Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion. Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting. Flexibility to accommodate changing priorities and deadlines. 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. Additional Details Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD). Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.

Responsibilities

The Assistant Director of Portfolio Management assists in preparing data and reports for portfolio review meetings and leads strategic portfolio reviews. They also partner with various teams to provide updates and ensure data integrity.