Prospect Research and Portfolio Management Manager

Why join our team?

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.

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

Pipeline Reporting:

• 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

• 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…