Manager, Portfolio Management & Research
Manager, Portfolio Management & Research Philanthropy Operations Chicago, Illinois Description Work.
Serve.
Thrive.
Imagine a place where your talent can make a meaningful difference in peoples' lives.
Working at Feeding America is a uniquely rewarding experience in which our employees work together as vital parts of a much larger mission.
We are innovative, mission-focused, diverse, collaborative, values-driven and focused on results.
We are a national, nonprofit organization and the nation's leading domestic hunger-relief charity.
Located in the heart of downtown Chicago, our mission is to feed America's hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.
The Opportunity This position will have a portfolio of fundraising relationship managers in which to support through fulfilling research needs, pipeline management and portfolio management, balancing & alignment.
Salary Range:
$77,000 to $95,000
Based on Experience Responsible for all management of prospect research including research for corporations, foundations, and individual major gift prospects for assigned relationship managers.
Analyzes, interprets and evaluates biographical, business, personal and financial information for current and prospective donors and produces clear and precise research briefs, profiles and reports including tracking and gift request documents.
Assist with planning and implementing wealth screening/modeling projects and research tool end-user training and evaluate for effective usage.
Review current portfolios with relationship managers with recommendations on assignment adds/changes, review in-process and outstanding pledge entries.
Identifies, evaluates and recommends current and potential donor prospects; ensure parenting of accounts are properly aligned, correct coding is in place for workplace rollups to be accurate and review hand off of accounts from New Business to Existing Business teams.
Review and create Gift Agreement tracking in NGOC and communicate with fundraisers and finance on status of each.
As appropriate, communicate adjustments that may be needed with Gift Agreement setup or pledge entries that need to be done.
Manage prospect pipelines by collaborating with revenue streams by tracking, reporting, and documenting solicitation opportunities and prospect plans.
Identifies and manages reporting needs regarding prospect management and research; analyze and present key findings to fundraising teams.
Analyze and report out metrics on prospect management and research.
Responsible for CRM user training and support for prospect management and research, pipeline management and forecasting.
Liaison with finance regarding pipeline reconciliation.
Partner on the solicitation management/clearance process in creating and supporting revenue forecasts.
Manage vendor relationships, subscriptions and access as it relates to prospect research tools for the organization.
Assist with production of Annual Report; review for accuracy, ensure Annual Report names are updated appropriately, review with each assigned fundraiser.
Foundational Requirements Mission Focused - Demonstrates a commitment to Feeding America's mission through word and action.
Is committed to keeping people facing hunger at the center of our work and strives to translate this commitment into action on a daily basis.
Willing to advocate for people facing hunger and serve as an ambassador for Feeding America inside and outside of work.
Embraces Equity, Diversity and Inclusion - Demonstrates a personal commitment to valuing different backgrounds and life experiences through word and action.
Takes personal actions to build an inclusive culture that ensures everyone can fully contribute based on their unique talents, skills and perspectives and feels welcomed and valued.
Commits to driving equitable solutions to address root cause issues by incorporating an equity framework in their daily work.
Committed to continuous personal EDI development.
Required Leadership Competencies Collaborates Internally & Externally:
Actively supports collaboration within and between departments and with key stakeholders.
Seeks input and resolves issues with a focus on mission and what's best for the people we serve.
Translates Strategy to Operations Goals:
Translates project goals into SMART team and/or individual goals consistent with overall department strategy.
Defines clear project deliverables and monitors and reports against progress.
Understand Our Business:
Understands operation of own team within the broader context of department strategy and priorities.
Actively develops a knowledge of, and relationships with, key stakeholders external to the department.
Leverages Functional Expertise:
Leverages advanced functional knowledge to shape decisions and plans.
Uses professional experience to fix processes and make improvements to practices, policies, and procedures.
Tracks latest practices and innovations and ways these could improve processes within the organization.
Operates with Integrity:
Listens deeply to understand stakeholder needs and views and seeks to resolve issues and solve problems in a manner that builds trust and keeps the focus on client needs and shared mission.
Anchors actions and decisions in our mission and values.
Required Technical Competencies, Experience, Certifications & Education Five years of equivalent experience of fundraising principles and practices, with an expertise in prospect research and management.
Ability to work tactfully and confidentially with sensitive information; ability to work independently.
Detail-oriented, with strong organizational, analytical, and problem-solving abilities.
Outstanding verbal and written communication skills and database aptitude.
Feeding America embraces a philosophy that recognizes and values diversity.
Our goal is to attract, develop, retain, and promote a talented diverse workforce in a culture where all employees will contribute to their fullest potential.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Serve.
Thrive.
Imagine a place where your talent can make a meaningful difference in peoples' lives.
Working at Feeding America is a uniquely rewarding experience in which our employees work together as vital parts of a much larger mission.
We are innovative, mission-focused, diverse, collaborative, values-driven and focused on results.
We are a national, nonprofit organization and the nation's leading domestic hunger-relief charity.
Located in the heart of downtown Chicago, our mission is to feed America's hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.
The Opportunity This position will have a portfolio of fundraising relationship managers in which to support through fulfilling research needs, pipeline management and portfolio management, balancing & alignment.
Salary Range:
$77,000 to $95,000
Based on Experience Responsible for all management of prospect research including research for corporations, foundations, and individual major gift prospects for assigned relationship managers.
Analyzes, interprets and evaluates biographical, business, personal and financial information for current and prospective donors and produces clear and precise research briefs, profiles and reports including tracking and gift request documents.
Assist with planning and implementing wealth screening/modeling projects and research tool end-user training and evaluate for effective usage.
Review current portfolios with relationship managers with recommendations on assignment adds/changes, review in-process and outstanding pledge entries.
Identifies, evaluates and recommends current and potential donor prospects; ensure parenting of accounts are properly aligned, correct coding is in place for workplace rollups to be accurate and review hand off of accounts from New Business to Existing Business teams.
Review and create Gift Agreement tracking in NGOC and communicate with fundraisers and finance on status of each.
As appropriate, communicate adjustments that may be needed with Gift Agreement setup or pledge entries that need to be done.
Manage prospect pipelines by collaborating with revenue streams by tracking, reporting, and documenting solicitation opportunities and prospect plans.
Identifies and manages reporting needs regarding prospect management and research; analyze and present key findings to fundraising teams.
Analyze and report out metrics on prospect management and research.
Responsible for CRM user training and support for prospect management and research, pipeline management and forecasting.
Liaison with finance regarding pipeline reconciliation.
Partner on the solicitation management/clearance process in creating and supporting revenue forecasts.
Manage vendor relationships, subscriptions and access as it relates to prospect research tools for the organization.
Assist with production of Annual Report; review for accuracy, ensure Annual Report names are updated appropriately, review with each assigned fundraiser.
Foundational Requirements Mission Focused - Demonstrates a commitment to Feeding America's mission through word and action.
Is committed to keeping people facing hunger at the center of our work and strives to translate this commitment into action on a daily basis.
Willing to advocate for people facing hunger and serve as an ambassador for Feeding America inside and outside of work.
Embraces Equity, Diversity and Inclusion - Demonstrates a personal commitment to valuing different backgrounds and life experiences through word and action.
Takes personal actions to build an inclusive culture that ensures everyone can fully contribute based on their unique talents, skills and perspectives and feels welcomed and valued.
Commits to driving equitable solutions to address root cause issues by incorporating an equity framework in their daily work.
Committed to continuous personal EDI development.
Required Leadership Competencies Collaborates Internally & Externally:
Actively supports collaboration within and between departments and with key stakeholders.
Seeks input and resolves issues with a focus on mission and what's best for the people we serve.
Translates Strategy to Operations Goals:
Translates project goals into SMART team and/or individual goals consistent with overall department strategy.
Defines clear project deliverables and monitors and reports against progress.
Understand Our Business:
Understands operation of own team within the broader context of department strategy and priorities.
Actively develops a knowledge of, and relationships with, key stakeholders external to the department.
Leverages Functional Expertise:
Leverages advanced functional knowledge to shape decisions and plans.
Uses professional experience to fix processes and make improvements to practices, policies, and procedures.
Tracks latest practices and innovations and ways these could improve processes within the organization.
Operates with Integrity:
Listens deeply to understand stakeholder needs and views and seeks to resolve issues and solve problems in a manner that builds trust and keeps the focus on client needs and shared mission.
Anchors actions and decisions in our mission and values.
Required Technical Competencies, Experience, Certifications & Education Five years of equivalent experience of fundraising principles and practices, with an expertise in prospect research and management.
Ability to work tactfully and confidentially with sensitive information; ability to work independently.
Detail-oriented, with strong organizational, analytical, and problem-solving abilities.
Outstanding verbal and written communication skills and database aptitude.
Feeding America embraces a philosophy that recognizes and values diversity.
Our goal is to attract, develop, retain, and promote a talented diverse workforce in a culture where all employees will contribute to their fullest potential.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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