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The Pew Charitable Trusts · 1 month ago

Manager, Prospect Research & Portfolio Management

Washington, DC (901 E)

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$105K/yr - $117K/yr

8+ years exp

The Pew Charitable Trusts is an organization focused on building an engaged community of partners to advance vital work. The Manager, Prospect Research and Portfolio Management will lead a team responsible for identifying prospects, developing research strategies, and maximizing fundraising opportunities through comprehensive analysis and relationship management.

CharityNon ProfitWildlife Conservation

Responsibilities

Lead the ongoing building, strengthening, and increased impact of the Prospect Research unit at Pew

Coordinate the efforts of the Prospect Research unit by setting priorities, delegating work, and ensuring that objectives and deadlines are met

Lead and manage Prospect Research staff including providing guidance on assigned work, helping to develop annual performance goals, mentoring and supporting professional development plans, and managing performance improvement steps, as necessary

Creatively identify, research, and analyze new prospects and existing donors for major and principal gift cultivation and solicitation through review and strategic analysis of media, financial documents, files, databases, on-line information systems, and other resources

Prepare thorough, accurate, and concisely written research profiles to include biographical and financial information, potential for philanthropic support, areas of interest and affiliations on individuals; as well as similarly complex research on corporations and foundations

Partner with fundraisers to provide timely, accurate, and analytical information to inform the development process, and deliver this specialized research as the basis for interaction among the Pew Board, Executive Office, Partnerships and program directors and staff internally, and with donors and prospects externally

Oversee prospect assignment and management in Salesforce

Develop and lead an active and ongoing portfolio management practice in collaboration with fundraisers

Lead and oversee enhancements to relationship database to strengthen relationship mapping capabilities

Conduct reputational risk analysis on prospects as warranted. Develop and lead the implementation of prospect screening and data management and mining projects in order to maximize the impact of Partnerships’ available information

Provide subject matter expertise for prospect research and facilitate training in research methods across the Partnerships department

Develop, implement, and enforce policies, procedures and standards, templates, research request and tracking systems, metrics, methods, and rating formulas relative to prospect research

Adhere to all legal privacy requirements and ethical standards upheld by regulatory bodies and professional organizations

Collaborate with Pew’s Research Services unit whenever possible to maximize resources

Instill confidence in and excitement about prospect research and relationship management among all staff and internal constituent groups by fostering an atmosphere of cooperation, mutual respect, and collegiality; serve as an interactive and synergistic partner with colleagues across the institution so that all work together for the common good

Develop a comprehensive understanding of Pew, its current programs, history, culture and base of financial support

Participate fully in Pew’s systems including the Salesforce constituent relationship management and PeopleSoft financial systems

Contribute to and participate in Partnerships initiatives and/or special projects, as needed

Qualification

Prospect researchSalesforceProject managementRelationship managementData managementOralCoachingAnalytical skillsTeam leadershipWritten communicationMentoringOrganizational skills

Required

Bachelor's degree or equivalent experience required

Generally, 8 years of prospect research experience; with demonstrated project management experience, in a medium to large development operation with a diverse portfolio of prospects

Staff, project, and/or consultant management experience is required

Demonstrated experience coaching and motivating teams to succeed

Experience leading and actively practicing a growth mindset in work and interactions

Documented success developing sophisticated prospect research and analysis to advance an institution's fundraising success

An understanding of the donor cultivation cycle and the critical role of prospect research at each stage

Advanced strategic comprehension skills, including the ability to understand and translate prospects' personal and philanthropic background and interests and how they align with Pew and its programs

Strong oral, writing, and editing skills, with an ability to quickly and effectively convey the intersection of prospects' and Pew's interests with clarity and crispness in complex written materials

Experience preparing and conducting portfolio reviews for frontline fundraisers

Experience handling sensitive information appropriately and with discretion is required

Experience managing a research queue and responding to a variety of requests

Highly organized with experience handling multiple projects while maintaining clarity of focus and flexibility

Demonstrated ability to partner with research requesters to think proactively, identify specific needs, and negotiate appropriate timeframe and format for delivery of results

Experience in teaching prospect research skills to individuals with varying levels of experience

Sound judgment and integrity; willingness and/or experience with new approaches, such as AI technologies; and a dedication to the mission and objectives of the institution

A strong advocate for the vision of Pew

Working knowledge of Microsoft software and research and database systems, and the ability to learn technology used at Pew, including Salesforce and PeopleSoft if not already familiar

Preferred

Experience supervising staff, including managing performance management processes and providing career development advice and counsel preferred

Experience evaluating a prospect's reputational risk is preferred

Knowledge of specific measures for demonstrating return on investment in research is preferred

An interest in keeping abreast of developments in the prospect research field by attending training sessions and communicating with peers through professional organizations, conferences, and electronic forums