University of Illinois Foundation ยท 1 day ago
Manager, Research and Portfolio Management -UIC
The University of Illinois Foundation is the official fundraising organization for the University of Illinois, and they are seeking a Manager for Research and Portfolio Management. This role involves managing a team of Prospect Development Analysts to provide strategic prospect research and support the development program of the university.
Education
Responsibilities
Manage a team of Prospect Development Analysts by supervising, directing, and prioritizing their work. Responsible for hiring, staff development, time-off approval, scheduling, and managing individual performance. Set annual goals and create staff development plans for direct reports, including identifying skills to be acquired or improved, and suggesting relevant professional development opportunities
Receive, prioritize, and delegate requests for research needs related to UI development events at assigned universities. Guarantee that work is completed and deadlines are met
Monitor research request queue, adjust entries to conform to RPM service catalog, and assign requests to team members. Review reports to confirm that requests are completed in a timely fashion
Collaborate with other RPM managers to identify and recommend changes to procedures and policies that encourage the department to function more efficiently, robustly, or strategically
Perform proactive and reactive research for contact information, employment and community involvement, wealth and giving capacity, philanthropic interests, education history, board service, and professional memberships
Identify and refer prospects to advancement units for qualification of major giving potential. Use research resources and perform analysis to determine which prospects should be referred, and to which units. Deliver targeted prospecting lists on request by curating collections of the best referrals identified for a specific objective
Build strong relationships with advancement clients by scheduling portfolio review sessions, attending team meetings, and providing prompt, thorough, and accurate service through the completion of research requests. Partner with advancement units to review and optimize portfolios by following guidelines to onboard, engage, and sunset prospects
Maintain the accuracy and completeness of advancement data by auditing, updating, and cleaning prospect management data. Review contact reports entered by advancement staff and port data to structured fields
Serve as subject matter expert for prospect management data and practices. Educate fundraising staff as appropriate and make them aware of available materials in iLearn or other resources. Adhere to standards for University of Illinois Foundation advancement work as detailed in policies, processes, and procedures manuals. Ensure that direct reports follow standards and meet expectations for accuracy, completeness, and promptness
Use data retrieval tools for prospect identification and analysis, including specialized dashboards, CRM query tools, and SQL
Participates in appropriate professional organizations and activities; reads professional literature to stay current with trends in the field; identifies and circulates new information sources; understands general fundraising principles; exhibits willingness to learn about Foundation and University programs
Qualification
Required
A bachelor's degree
5+ years of experience performing both prospect research and unit liaison/relationship-management duties, or similar work supporting business operations and frontline staff
Familiarity with general research techniques, methodology, and online and subscription resources
Extensive experience navigating and utilizing the standard online and internal data resources and tools relied on by prospect development professionals such as Lexis Nexus, Office 360, Blackbaud CRMs, and wealth rating tools like Windfall
Proven ability to recognize the relevance of information and to deal with materials of a sensitive nature professionally and confidentially
Proven ability to communicate effectively, verbally and in writing, and to formulate productive partnerships with individuals and groups of all levels of university staff, particularly development officers, faculty, and administration
Experience initiating and collaborating on projects, delivering expected results
Basic office skills, and the ability to work independently and meet deadlines, work well under pressure, and prioritize tasks for self and others
Preferred
Master's degree in Non-profit Management, Information Science, Business, Analytics, or related areas
Supervisory experience managing a team of employees
Prospect research experience and knowledge of academic fundraising operations
Benefits
Medical, vision, and dental coverage
Company paid life insurance
Generous vacation time including 24 days annually
Generous pension benefits
Company
University of Illinois Foundation
University of Illinois Foundation (UIF) is the official fundraising and private gift-receiving organization for the University of Illinois
H1B Sponsorship
University of Illinois Foundation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2023 (6)
2022 (1)
2021 (2)
2020 (6)
Funding
Current Stage
Growth StageRecent News
2025-11-08
Company data provided by crunchbase