Prospect Research Portfolio Associate
Prospect Research Portfolio Associate
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$ 59755 - 74670
1 Vacancy
Job Description
We have ambitious plans and we know the most critical step is building an incredible team that reflects the diverse fabric of our nation and embodies our values. Our team is made up of people who are equal parts dreamers and doers. We are people who care as much about how we achieve our goals as we do about the goals themselves. Our values drive our team and are instilled in the work this Foundation does every day. We are also committed to creating an antiracist organization in order to do our part to help combat racism and inequity in all forms in communities across our nation and around the world. Read our full statement on antiracism and equity here.
Purpose of Role
The Prospect Research & Portfolio Associate is the strategic partner of the frontline fundraiser ensuring that fundraisers have an adequate pool of prospects and that prospects are being qualified cultivated solicited and stewarded in line with the strategic goals of the Development team and the Obama Foundation. You will maintain portfolio structure analyze the movement of prospects through the solicitation cycle prioritize prospects for outreach proactively identify prospective donors and respond to requests from frontline fundraisers. Duties include strategic portfolio analysis moves management support conducting donor research providing capacity ratings and profiles on new prospects and contributing to briefings for senior leadership.As the Prospect Research & Portfolio Associate youll be reporting directly to the Director Prospect Research & Portfolio Insights.
Core Job Responsibilities
Pipeline Analysis: Manage and analyze frontline portfolios and prospect pipelines to verify that they align with strategic goals.
Moves Management: Schedule and facilitate regular meetings with frontline fundraisers to consult and strategize on prospect assignments strategy and tracking.
Monitoring and Tracking: Establish key metrics and other indicators for measuring fundraiser efficiency and streamlining the moves management system.
Database Management: Create manage and update constituent records in the Salesforce database maintaining a high level of data integrity. Assist with developing and implementing best practices and database processes.
Data and Insights: Provide gift officers with a strategy for key prospects and highlevel data analysis for their strategic thinking.
Prospect Identification: Identify new prospects for major gift and principal gift portfolios.
Research: Using Salesforce CRM and a variety of external data sources conduct research for prospect and donor briefings as well as other research projects as needed.
Performs other duties as assigned.
Key Deliverables / Outcomes
Prospect pipeline analysis
Prospect/donor profiles and other research briefings
Updated donor database
Key prospect strategies and analysis
Prospect list for qualification
Required Qualifications
Minimum of three years of experience in donor research or related fields.
Ability to thrive in a fastchanging environment while juggling a high volume of work.
Ability to research donors and analyze results in a manner that shows critical thinking creativity curiosity and resourcefulness. Proficiency with various research techniques including utilizing computerized databases for traditional periodicalbased research electronic wealth screening tools general internet searches and other sources such as foundation 990 forms court records real estate records SEC filings and census data.
Ability to analyze and interpret large volumes of data and uncover hidden trends.
Excellent communication skills both verbal and written.
Excellent interpersonal and relationshipbuilding skills and ability to function independently while working in a teamoriented environment.
Salesforce experience preferred.
The salary range for this role is between $59755and $74670.
This role is a hybrid position based out of our Chicago office in Hyde Park. #LIHybrid
Foundation Values
The Foundation Values are Courage Empathy Integrity Accountability Community Inclusivity Pragmatism Resilience Imagination and Hope.
Dont check off every box in the requirements listed above Please apply anyway! Studies have shown that marginalized communities such as women LGBTQ and people of color are less likely to apply to jobs unless they meet every single qualification. The Obama Foundation is dedicated to building an inclusive diverse equitable and accessible workplace that fosters a sense of belonging so if youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!
Equal Opportunity Employer
The Foundation is committed to creating a diverse work environment and is proud to be an equal opportunity employer. The Foundation does not discriminate on the basis of race color national origin sex gender identity religion sexual orientation age disability parental status veteran status or any other protected status under applicable laws. We encourage individuals of all backgrounds to apply. If you are a qualified candidate with a disability please email us at if you require a reasonable accommodation to complete this application.
Required Experience:
IC
Employment Type
Full-Time
