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| Job Category : | Business |
| Company Name: | Second Harvest Food Bank |
| Position Name: | Portfolio and Prospect Research Manager |
| Location : | New Orleans, LA 70123 |
| Job Description : | POSITION SUMMARY Develops and implements a portfolio moves management system for Second Harvest Food Bank’s development team, supporting the donor cultivation, solicitation, and stewardship strategies for multiple gift officers for individual, corporate, and foundation giving. The Portfolio and Prospect Research Manager will drive the moves management process, including data analysis, prospect research, identification of prospects for assignment and un-assignment to portfolios, and regular reviews of portfolio performance and progress.Second Harvest Food Bank of Greater New Orleans and Acadiana believes that every employee makes a significant contribution to the success of the company; that contribution should not be limited by assigned responsibilities. Therefore, each employee is expected to offer his/her talents, expertise, and services whenever necessary to ensure the achievement of company goals.RESPONSIBILITIES Develop and implement a portfolio management system to guide cultivation, solicitation, and stewardship strategies.Support the frontline fundraising efforts of multiple development team members including the Chief Philanthropy Officer, Director of Development, Regional Gift Officers, and the Corporate and Foundation Relations Officer, as well as Executive Leadership team members.Work closely with Database Manager to create portfolio management and prospect research policies and procedures and ensure data is accurate and up-to-date.Provide training for frontline fundraisers to adhere to portfolio management policies and procedures, including assignment and un-assignment of prospects on a regular basis.Participate in portfolio and prospect review meetings, providing data, reports, and insights on portfolios and prospects.Monitor and report on portfolios and performance metrics.Proactively identify major individual, corporate, and foundation gift prospects through research and wealth screenings.Create a system and provide timely responses for multiple requests from frontline fundraisers for prospect research information.Produce prospect profiles and briefings based on analysis of wealth, philanthropy, interests, and engagement using Raiser’s Edge, ResearchPoint, and external sources.Provide relevant alerts to the development team about donors and prospects by monitoring media sources.Complies with all Second Harvest policies and procedures.Maintains professional and courteous conduct.Performs other duties as assigned to meet company needs.QUALIFICATIONS Education: Undergraduate degree. Any advanced degree, specialized training, or certification in the development field is a plus.Experience: 2-3 years of experience in portfolio management and prospect researchSkills and Capabilities: Demonstrated ability to initiate and perform complex analyses and organize information to identify philanthropic patterns, interests, and relationships. Ability to analyze and translate financial data.Experience using fundraising databases and research tools: Raiser’s Edge, RE/NXT, ResearchPoint, Luminate Online, or similar applications. Intermediate to advanced skills using Microsoft Office SuiteAbility to manage and complete multiple tasks simultaneously and efficiently, prioritize, and meet deadlines. Must be highly organized with close attention to detail.Strong written and verbal communication skillsAbility to work well in a collaborative team environment that emphasizes a friendly culture and ownership of work responsibilities. Diplomacy and ability to work effectively with a variety of people.Strong sense of discretion, confidentiality, and an ethical approach to fundraisingCommitment to Second Harvest’s mission and valuesAllowable Substitutions: A combination of education, experience, and/or training that provides the required knowledge and skills for the position may be substituted for experience.Job Type: Full-timePay: $55,000.00 – $65,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insurancePaid time offParental leaveVision insuranceSchedule:8 hour shiftEducation:Bachelor’s (Preferred)Experience:prospect research: 2 years (Preferred)portfolio management: 2 years (Preferred)Work Location: One location |
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