Job Information
Emory Healthcare/Emory University Assistant Director of Portfolio Management - Operations and Advancement Strategy in Atlanta, Georgia
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Description
The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of soliciting alumni, donor engagement, donor research, 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.
This position will report to the Director of Portfolio Management.
JOB DESCRIPTION:
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 Pipeline Optimization 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.
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.
Emory Supports a Diverse and Inclusive Culture
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, 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. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.
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Job Number 126048
Job Type Regular Full-Time
Division Advancement & Alumni Engagement
Department ADV: Ops & Advancemnt Strategy
This position may involve the following Health and Safety issues: Not Applicable
Job Category Advancement & Fundraising
Campus Location (For Posting) : City Atlanta
Location : Name Emory Campus-Clifton Corridor