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Auburn University · 4 weeks ago

Portfolio Strategy Analyst

Auburn, AL

Full-time

Onsite

Mid, Senior Level

$47K/yr - $74K/yr

5+ years exp

Auburn University is seeking a Portfolio Strategy Analyst to join their operations and strategy team. In this role, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis, supporting fundraisers by developing and managing donor pipelines.

EducationHigher EducationUniversities

Responsibilities

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

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

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

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

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