Associate Director of Portfolio Management %Prospect Development

WHY UT SOUTHWESTERN?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals.

Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!

The Associate Director of Portfolio Management & Prospect Development partners strategically with gift officers, focusing primarily on portfolio management, prospect tracking, and cultivation strategy. This role combines prospect portfolio management (80%) with strategic research support (20%). Working collaboratively with the Director of Prospect Development and the Prospect Research Analyst, key responsibilities include managing gift officer prospect portfolios, tracking cultivation activity through moves management, partnering with development officers on prospect strategy and pipeline development, conducting targeted prospect research to support cultivation and solicitation efforts, maintaining data integrity, generating portfolio analytics, and supporting proactive prospect identification initiatives.

Reporting to the Director of Prospect Development, the Associate Director works cross‑functionally with gift officers to advance prospects through the donor lifecycle. The ideal candidate is a detail‑oriented team player with strong organizational and relationship‑building skills, experience in portfolio management or fundraising operations, familiarity with prospect management systems, and customer service excellence. At least 3‑5 years of hands‑on portfolio management or prospect research is strongly preferred.

Required

• Education Bachelor's Degree in related field
• Experience 5 years of related experience, and a demonstrated ability to develop, plan, implement and evaluate research strategies and integrate them into fundraising initiatives

Preferred

• Experience working within a CRM, preferably Salesforce or Raiser's Edge, and Microsoft 365
• Proficiency in using prospect research tools and databases
• Knowledge of APRA principles and practices, with a preference for current or past APRA membership
• Experience working with frontline fundraising officers
• Advanced research and online search techniques
• Experience managing complex workflows and multiple stakeholder relationships
• Strong project coordination or portfolio management experience in any sector
• Demonstrated ability to track metrics, manage pipelines, and drive outcomes

• Assess, develop and implement standard policies, processes and systems to assist front‑line fundraising efforts to identify, qualify, cultivate, solicit and steward individual, corporate and foundation donors.
• Identify and qualify new prospects that have the capacity to provide philanthropic support at the major gift level.
• Create and maintain a prospect management program to effectively track/monitor prospects through the successive stages of the gift pipeline.
• Conduct basic to complex research and analysis of current donors and prospects and successfully articulate biographical, financial and other relevant information into a comprehensive research profile to be used by University leadership and Development staff.
• Work collaboratively with senior leadership and gift officers to assist them in developing specific cultivation and solicitation strategies for donors and prospects.
• Create concise and useful reports and tools to be utilized by the Development team to successfully measure actions, moves, and outcomes related to current donors and assigned prospects.
• Perform other duties as assigned.

Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

EEO
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.