Prospect Research and Portfolio Management Manager

If you are passionate about making a positive impact on the lives of those who sacrifice so much for our country, then you've come to the right place. Our team is comprised of dedicated professionals who share a common commitment to serving our military community. Here at the USO, you'll have the opportunity to contribute to a meaningful cause and work alongside a diverse and talented group of individuals who are driven by a shared sense of purpose.

Join us in fulfilling our mission by becoming a part of Team USO. Together, we can make a difference in the lives of the people who serve and their families.

To view our current job openings and start your journey with the USO, please browse the listings below. We look forward to welcoming you to our team and working together to serve those who serve us.

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it.

Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.

Don’t take our word for it. The external “Great Place To Work” survey found that:

• The USO is a Certified Great Place to Work
• 96% feel good about the ways we contribute to the community.
• 94% are proud to tell others they work here.
• 92% feel their work has special meaning: this is not "just a job."
• 91% feel that when you join the company, you are made to feel welcome.
• 92% feel people here are treated fairly regardless of their race.
• 88% feel people here are treated fairly regardless of their gender.

The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO’s Major Gifts and Corporate fundraising initiatives.

Principal Duties and Responsibilities (
* Essential Duties)

Prospect Research:

• 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

Prospect Assignments and Portfolio Management:

• 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

Data Analysis:

• 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…