University of Colorado · 9 hours ago
Portfolio Intelligence Analyst
Denver, CO
Full-time
Hybrid
Entry Level
$64K/yr - $68K/yr
1+ years expThe University of Colorado is dedicated to fostering a supportive and empowering workplace in higher education. The Portfolio Intelligence Analyst will support fundraising efforts by managing portfolios for development officers, analyzing data, and ensuring donor engagement to meet fundraising goals.
EducationHigher EducationUniversities
No H1B
Responsibilities
Responsible for managing a portfolio of development officers on an assigned campus
Ensure new development officers have an established portfolio and are trained in portfolio assignments and entering proposals and contact reports in a timely and consistent manner
Ensure development officers maintain a strong portfolio and donors are moving along the continuum
Support maintenance of donor centric relationships by seamlessly transitioning assignments and proposals when a development officer offboards
Serve as a liaison between Advancement and assigned system or campus partner by meeting with stakeholders as necessary to build relationships and effectively collaborate with unit partners
Maintain an active awareness of organization vision, mission, goals, objectives, and directions of CU Advancement, the CU System, and its four campuses
Meet with development officers regularly to review their full portfolio, strategize, identify needs and share industry best practices. Ensure portfolio size and strategy align with goals and metrics
Collaborate with the Research and Analytics team to identify new prospects and provide additional detailed information on donors and prospects
Participate in training fundraising staff as needed to educate and increase awareness of services and information available through their own efforts, and information that can be obtained through portfolio intelligence support and the database
Supports managing campus requests that are emailed to the queue
Approve development officer updates to proposals in a timely manner following established standards and guidelines
Proactively develop new ideas and projects
Participate in special projects as requested
Pull routine and ad-hoc reports for development officers providing proactive analysis of data and trends
Conduct descriptive analysis projects for development officers and campus leadership, including analysis of portfolio sizes, dollars raised, proposals counts, projections, etc
Create dashboards and data visualizations or narratives and presents on results as needed
Responsible for data integrity while updating the donor database (Salesforce Ascend) to ensure accurate reporting results
Maintain a high level of professionalism with sensitive and confidential information
Develop and maintain a network of professional contacts with the purpose of cultivating an understanding of national best practices, principles, techniques, and technologies for fundraising performance
Learn about technologies, products, and tactics that could improve the effectiveness of the CU Advancement program and apply relevant information to grow and achieve an industry-leading program
Qualification
Required
Bachelor's Degree from an accredited institution of higher education or equivalent professional experience
One (1) years' directly related experience
Ability to travel to assigned campus monthly
Preferred
Non-profit experience, preferably in a higher education fundraising environment, is highly desirable
Two (2) years' Portfolio Intelligence experience
Demonstrated ability to build and maintain relationships with development officers or other workplace partnerships
Previous experience with SLQ and Tableau
Benefits
No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.
Disability, Life, Vision Insurance options.
Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.
Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.
Embrace a healthy work-life balance with ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.
6 weeks of parental leave to adjust to the joys of parenthood.
A tuition benefit program for you and/or your dependents.
Free RTD EcoPass and Free Onsite Parking at our 1800 Grant Street Office.
Many additional perks & programs with the CU Advantage.
Company
University of Colorado
University of Colorado offers higher education and serving as the catalysts in business, arts, health, and community growth.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$0.5MKey Investors
US Department of Energy"US Department of Commerce, Economic Development Administation"
2023-07-27Grant
2023-01-26Grant
2021-04-06Grant· $0.5M
Leadership Team
Richard Schulick
Professor and Chair of Surgery
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