Portfolio Manager

Location

Golden, CO (or Golden, CO preferred)

Full Time

FOCUS Mission Foundation exists to support the work of FOCUS. FOCUS is a Catholic collegiate outreach whose mission is to share the hope and joy of the gospel to college and university students. Trained in Church teaching, prayer, sacred Scripture, evangelization and discipleship, FOCUS missionaries encounter students in friendship where they are, inviting them into a personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and excellence.

Through Bible studies, outreach events, mission trips and one-on-one discipleship, missionaries inspire and build up students in the faith, sending them out to spread the good news and to live out the Great Commission:
Go, therefore, and make disciples of all nations (Mt. 28:19).

Under the direction of the Director of Prospect Development, the Portfolio Manager will have a crucial role in the success of FOCUS’ Mission Development efforts. They will ensure the successful execution of individual action plans for principal gift prospects, prepare analysis for portfolio review sessions and key benefactor reviews, and ensure high quality touchpoints for all assigned major benefactors. Our chances of success depend on the strength of our relationships with supporters and potential supporters, which is only done with excellence when a good plan is executed and results are analyzed regularly.

Thus, the role of the Portfolio Manager will be crucial to FOCUS’ efforts to raise the necessary funds to bring the Gospel to the world.

• Have at least one weekly meeting with your area director/VP
• For the assigned region or principal officer, manage prospect assignments, ensuring the right benefactors are being assigned/unassigned and then engaged with the appropriate frequency
  • Assist Area Director of Philanthropy in constructing individual action plans for top benefactors in each region
  • Manage and drive action plans to ensure all benefactors have increased engagement and are brought closer to Christ and the mission of FOCUS
• Work with Director of VIP and Benefactor Engagement to identify opportunities for Key Volunteers to assist with assigned prospects

• Analyze movement of prospects towards qualification and solicitation
• Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactors

• Responsible for assisting all area officers with CRM and technology related questions
• Ensure all prospect data (opportunities, call reports, prospect status and classification updates, etc.) is accurate and up to date for area benefactors, with more hands‑on attention paid to the top 100 benefactors
• Work with Sr. Manager of Events to collaborate and execute on relevant local events (curating prospect/invite lists, assisting in RSVP process, uploading event information to CRM)
• Work with Communications Manager to ensure proper and pointed communication plans are being followed for assigned benefactors (included/excluded for direct response pieces, quarterly "On Mission" newsletters, etc.)
• Work with MD Communications team as needed to gather relevant information to share with benefactors upon request
• As a liaison to the Stewardship Coordinator, help hold officers in the region accountable for timely acknowledgment of gifts, stewardship reports, and monthly pledge reminders to ensure that benefactors feel stewarded beyond their expectations (personal and creative touchpoints). Perform quick research as needed on benefactors; otherwise, work with Sr. Researcher for in‑depth research

• A practicing Catholic or Christian in good standing with the Catholic Church. There is no other background, qualification, or experience that can substitute for this requirement
• 3+ years of experience working in fundraising/philanthropy
• Strong computer skills
• Proficient knowledge of at least one CRM tool
• Proficient knowledge of Excel highly desired

For this role, we anticipate paying $60,000 - $70,000/year
. This range is an…