Assistant Director of Portfolio Management - Advancement and Alumni Engagement jobs in United States
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Emory University · 1 hour ago

Assistant Director of Portfolio Management - Advancement and Alumni Engagement

Emory University is a leading research university that fosters excellence and attracts world-class talent. They are currently seeking an Assistant Director of Portfolio Management to assist in preparing data for portfolio review meetings, lead strategic portfolio reviews, and ensure data integrity for prospect management.

E-LearningEducationHealth Care
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H1B Sponsor Likelynote

Responsibilities

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 Partners with Prospect Development and Stewardship 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

Qualification

Fundraising experienceData analysis toolsCRM systemsProject management softwareProspect management systemsCustomer serviceProfessionalismInterpersonal skillsProblem-solving skillsOrganizational skillsWritten communicationVerbal communicationAttention to detailConfidentiality

Required

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

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

Company

Emory University

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Emory University is an institute of higher learning and a private research university.

H1B Sponsorship

Emory University 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
2025 (417)
2024 (370)
2023 (308)
2022 (266)
2021 (164)
2020 (162)

Funding

Current Stage
Late Stage
Total Funding
$719.87M
Key Investors
GettyNational Institutes of HealthHyundai Hope On Wheels
2025-08-20Grant· $0.28M
2024-11-13Grant· $15M
2024-08-28Grant· $0.4M

Leadership Team

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Claire E Sterk
President Emerita and Charles Howard Candler Professor of Public Health
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Gregory Fenves
Chancellor
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Company data provided by crunchbase