Portfolio and Pipeline Coordinator

Portfolio and Pipeline Coordinator page is loaded## Portfolio and Pipeline Coordinator locations:
Dunwoody Maintime type:
Full time posted on:
Posted 5 Days Agojob requisition :
JR1000002
** Position Type:
** Full time
** Remote Type:
**** Salary Range:
** 60,.00
** Job

Shift:
***
* Job Description:

**** POSITION OVERVIEW
** Reporting to the Sr. Director of Corporations, Foundations, and Prospect Management, the Portfolio & Pipeline Coordinator is a pivotal position within Dunwoody that bridges the gap between data-driven tactics and frontline fundraising efforts. This dynamic role is essential for maximizing donor engagement and enhancing the effectiveness of our fundraising initiatives. As a Portfolio & Pipeline Coordinator, you will be responsible for managing and evaluating potential donors, ensuring that our development team hasthe insights and tools needed to cultivate meaningful relationships and secure vital contributions.

Your analytical skills and ability to synthesize complex data into actionable insights will be instrumental in driving our mission forward. This position requires a balance of independent initiative and team-oriented collaboration.
** POSITION RESPONSIBILITIES/FUNCTIONS
**** PORTFOLIO COORDINATION*
* · Assist in creating and maintaining fundraisers’ portfolios with the most appropriate donor prospects via assignment of newmajor gift prospects and prioritization of existing major gift prospects already in portfolio using best practices and operating procedures
· Conduct monthly collaborative portfolio review meetings with individual fundraiser partners using key reporting metrics andfundraiser partners’ knowledge of individual prospects
· Perform regular portfolio goals evaluation with individual fundraiser partners based on college strategic goals in collaboration with other Prospect Management and Advancement leadership staff
· Support development officers in the complete documentation of their strategies activities in the system of record. Ensure keydata points are updated and accurate as proposals and plans evolve.
· Work with Prospect Management staff to develop on-demand pipeline and portfolio reporting and take ownership of maintaining and enhancing those reports
** PIPELINE DEVELOPMENT*
* · Identifies, evaluates, and prioritizes potential donors using qualified lists of suspects
· Perform regular analysis and review of suspect, reassignment, and Not A Major Gift Prospect Now pools
· Collaborate with Annual Giving and Gift Officer to review gift deposits for new donors, recurring gifts, increased gifts for giftofficer follow-up; perform quick research
· Work closely with Gift Officers and other Institutional Advancement Staff to design, implement and assist in management of activities to identify new major gift prospects. Examples include board tours, regional travel and events, and referrals from Dunwoody constituents.
· Work with Advancement Operations to record and place new prospects where appropriate in the pipeline
** PROSPECT RESEARCH*
* · Perform quick research for phone #s, emails, addresses, and other general data updates
· Apply basic tools and techniques for analysis, generating data insights, and presentation.
· Assist the Prospect Analyst Manager as needed by:

-Identifying and researching prospects, for wealth, assets, other philanthropy, and interests; conducting basic research for linkages, connections, and relationships; providing basic synthesized research and sharing it in prospect records, or through a briefing or other deliverable.

-Validating wealth screenings and identifying prospects to add to prospect pipeline
** OTHER DEPARTMENTAL ACTIVITIES*
* • Develops, maintains, and expands upon prospect management expertise with continuing education and professional development
• Performs other duties as assigned by manager or VP of Institutional Advancement
• Assist at IA-organized events as needed
** CORE COMPETENCIES
**** Strategic

Skills:

** Has the functional and technical knowledge and skills to do the job at a high level. Makes good decisions. Provides sound advice and problem solutions. Provides honest and in-depth analysis on problems and issues.
** Personal/Interpersonal

Skills:

**…