USO · 1 month ago
Prospect Research and Portfolio Management Manager
Arlington, VA, United States
Full-time
Onsite
Senior Level
5+ years expThe USO is a global organization dedicated to supporting service members and their families, offering a fulfilling work environment. The Prospect Research and Portfolio Management Manager will be responsible for conducting prospect research, managing portfolios, and providing data analysis to support major gifts and corporate fundraising initiatives.
Non Profit
Responsibilities
Conduct research on individuals, corporations, foundations, and other entities in support of the USO’s fundraising efforts in line with internal policies and procedures
Provide fundraisers and support staff training and guidance on how and when to request research
Serve as project lead and/or collaborate with teammates on research projects throughout the year
Prepare event bios for cultivation and other types of events to achieve specific strategic outcomes
Configure, review, and route substantive news alerts to fundraisers and capture same in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Review assignment requests and action them in line with internal policies and procedures
Provide fundraisers and support staff training on how and when to request assignments
Develop and monitor fundraiser portfolios to ensure they are optimized to meet fundraising goals
Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
Review and analyze portfolio, prospect, and donor data using pivot tables and related techniques to surface strategic insights for fundraisers
Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to further optimize fundraising portfolios
Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
Provide fundraisers and support staff training on how and when to add opportunities to Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
Other duties as assigned
Qualification
Required
Bachelor's Degree in a broad array of study areas preferred
5+ years' work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred
Skill and ability to apply knowledge of computerized donor development systems including Raiser's Edge NXT and Blackbaud Fundraiser Performance Management
Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism
Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise
Working knowledge of basic business and data analysis functions including pivot tables and project management
Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs
Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite
Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver's license
Must be a strong advocate of the USO's mission
Benefits
Generous paid time off
Volunteer days
Military leave
Remarkable 401k match
Comprehensive benefits
Opportunities for training and education reimbursement
Company
USO
USO strengthens America’s military service members by keeping them connected to family, home and country.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kristine Shumack
Chief Financial Officer
Christopher Plamp
Chief Operating Officer
Recent News
2026-01-22
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