Assistant Director of Portfolio Intelligence
Assistant Director of Portfolio Intelligence
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Job Description
Join Our Team and Make a Difference in Higher Education!
At the System Administration office at the University of Colorado we are dedicated to building a workplace where everyone feels valued supported and empowered to thrive. Our office is committed to fostering a culture where employees find community a sense of belonging and the opportunity to contribute meaningfully to our mission and purpose.
By joining our team youll have a direct impact on shaping the future of higher education. In addition to the Office of the Board of Regents the University of Colorados system administration includes 19 units that provide essential services to CUs campuses in Aurora Boulder Colorado Springs and Denver as well as the Office of the President. While not a part of any one campus we are proud to serve in the centralized office for the University system. Together we ensure CU continues to deliver outstanding education groundbreaking research and valuable service to our communities.
We believe in creating an environment where the unique experiences and perspectives of everyone are embraced enriching the work we do and the strategic outcomes we pursue. If youre passionate about making a difference contributing to a dynamic team and supporting a mission that matters we encourage you to apply and be part of our journey. Learn more about CU System Administration.
Position Summary:
The University of Colorados (CU) Office of Advancement manages and coordinates administrative functions that support the campus-based fundraising field staff. These functions include communications data management CRM operations reporting & analytics estate gift planning gift processing marketing research and other services. These centralized services place the institution in an optimal position to attract substantial support from the philanthropic sector.
The Assistant Director of Portfolio Intelligence serves as the leader of the Portfolio Intelligence department helping lead all aspects of prospect management functions for the University of Colorados fundraising operation. They act as a strategic partner to leaders across the four campuses and Presidents Office that our team supports bringing an open innovative customer service approach to discussions and using their expertise in prospect management policy data and analysis to help find the best solutions to customer needs. They are responsible for hiring supervising training and mentoring six Portfolio Intelligence Analysts. In collaboration with the Director they set the strategic direction of the team by helping draft annual strategic and operating plans and a budget for the Portfolio Intelligence department. They work closely with the Assistant Director of the Research & Analytics department who is responsible for prospect research functions at the University of Colorado. They carry out large-scale and sophisticated projects such as benchmarking analyses guideline documentation and crafting new reports.
This position reports to the Director of Portfolio Intelligence Research and Data Management and is exempt from the State of Colorado Classified Staff System.
Where You Will Work:
This position can be either hybrid (part work from home part in-office) or fully in-office. System Advancement is located in the uptown neighborhood of Denver. The incumbent will work on CUs four campuses as needed for meetings with fundraising staff but would also have the option of working space in the System Advancement Denver office. Most meetings are by Zoom but on average 2-4 a month might require in-person presence.
Equal Opportunity Statement:
CU is an Equal Opportunity Employer and complies with all applicable federal state and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity and we encourage individuals from all backgrounds to apply including protected veterans and individuals with disabilities.
Duties & Responsibilities:
Duties and responsibilities of the position include but are not limited to:
Strategic Leadership
- Work closely with the Director and campus leadership to develop implement and support prospect pipeline performance management policies systems and plans vital to meet annual fundraising and campaign goals.
- Provide insight and analysis of fundraiser metrics and prospect movement to managers and leadership to inform decision making and management.
- Introduce implement (or collaborate on implementing) and improve tools and methods to support effective prospect management including new reports/dashboards and database or data mart adjustments.
- Maintain an active awareness of goals objectives and directions of the Advancement program as a whole and identify connections and opportunities.
- Stay current on prospect development trends and explore new tools and technologies including acting as a first adopter; develop a network of contacts with peers nationwide.
Supervision
- Work with/in consultation with the Director hire train and mentor Portfolio Intelligence Analysts on standard CU products and protocols database use vendor resources and prospect management techniques.
- Supervise Portfolio Intelligence Analysts including preparing annual performance reviews setting performance goals and determining glide paths.
- Assist Director with the creation of annual strategic and operating plans; help to implement the plans supervise and evaluate progress.
- Supervise the Portfolio Intelligence workloads through queue management and Agile practices.
- Resolve the breadth and timeline of requests as needed.
- Review Portfolio Intelligence Analysts work products as needed to ensure consistency and quality.
- In partnership with the Assistant Director of Research & Analytics ensure Portfolio Intelligence Analysts maintain healthy cross-functional processes to ensure high quality outputs with their counterparts in the Research and Analytics team.
Prospect Pipeline and Performance Management
- In consultation with campus leadership plan and supervise regular performance and prospect management processes including bi-yearly portfolio reviews yearly fundraiser goal setting processes and pipeline reviews.
- Facilitate regular data-heavy processes such as a prospect sunsetting process regular reviews of dropped prospects or data-pulling for new/identifiable metrics not accounted for in existing reports.
- Serve as liaison to several fundraising leaders and principal/planned gift fundraisers including conducting their portfolio reviews and yearly goal setting keeping in regular contact about data hygiene etc.
- Promote collaboration with fundraising staff by coordinating and participating in top prospect strategy meetings with Research colleagues to discuss cultivation and solicitation efforts as needed.
- Be responsible for the creation and implementation of trainings and the creation and updating of documentation on Portfolio Intelligence procedures and policies.
- Collaborate with Assistant Director of Research & Analytics on processes to support the prospect pipelines on the campuses including ensuring that campaign-related top prospect pools are appropriately managed.
Other Duties
- Participate on committees and/or task forces as requested.
- Participate in testing and implementing system additions modifications and improvements.
- Participate in employee engagement activities and serve as ambassador for Central Advancements mission vision values and guiding principles.
- Assist with special projects as requested.
What We Offer:
Salary: The anticipated hiring range has been established at $95000 - $100000. There may be limited funds available for relocation if needed.
CU System Administration takes into consideration a combination of the selected candidates education training and experience as it relates to the position as well as the positions scope and complexity internal pay equity and external market value when determining a salary level for potential new employees.
Benefits: With our unparalleled range of benefits including top-notch healthcare comprehensive wellness programs enriching professional development and a dynamic work-life balance we ensure your holistic growth and happiness.
- No-cost or low-cost medical & dental plan options some inclusive of IVF assistance.
- Disability Life Vision Insurance options.
- Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay a 401k or 403b plan and a 457 deferred compensation plan.
- Pre-tax savings plans such as Health care and Dependent care flexible spending accounts.
- Embrace a healthy work-life balance with ample sick and vacation leave along with at least 12 paid holidays. This includes a dedicated week off for winter break.
- 6 weeks of parental leave to adjust to the joys of parenthood.
- A tuition benefit program for you and/or your dependents.
- Free RTD EcoPass and Free Onsite Parking at our 1800 Grant Street Office.
- Many additional perks & programs with the CU Advantage.
Additional taxable fringe benefits may be available.
For more information on benefits programs please review our Comprehensive Benefits Guide.
Qualifications:
Minimum Qualifications:
Please ensure your resume includes any and all relevant experience to be accurately assessed against these qualifications. You must meet all minimum requirements listed at the time of application to be considered for this role.
- Bachelors degree from an accredited institution of higher education or equivalent professional experience (professional experience may be substituted for the educational requirement on a year-for-year basis)
- Five (5) years professional experience in the field of prospect research prospect management and/or major gift fundraising in a higher education fundraising environment
- One (1) year of experience in a team lead or supervisory role which includes assigning and reviewing the work of others providing guidance to internal and external team members and assisting management with performance reviews (this requirement may be substituted by formal leadership training)
- Experience analyzing and presenting data for a non-technical audience
Preferred Qualifications:
- Bachelors or post-baccalaureate degree from an accredited institution of higher education
- Seven (7) years professional experience as indicated above
- Two (2) years experience in a team lead or supervisory role as indicated above (one year of this requirement may be substituted by formal leadership training)
- Experience with advanced data pulling and/or data analysis or visualization tools such as SQL Cognos or Tableau
Knowledge Skills and Abilities:
- Employee management supervision and team building skills including the ability to train and mentor others communicate effectively manage issue resolution reward good behavior and establish and maintain accountability
- Collaboration skills including the ability to work with others from different areas and backgrounds to reach a common goal
- Analytical and problem-solving skills including the ability to examine and summarize data and trends to resolve issues and produce results
- Knowledge of modern and complex principles and standard methodologies of university advancement program development and administration
- Expertise in concepts tools procedures and best practices related to prospect management and its application in relational databases
- Knowledge of prospect and performance management tools; achievement of an in-depth level of competency in the field of prospect and performance management as defined by the Association of Professional Researchers for Advancement (APRA)
- Project management skills to organize data and materials solve problems find resolution with others to reach a common objective communicate information and changes adapt to shifting priorities and meet goals
- Oral written and listening communication skills to accurately interpret what others are saying and convey messages information concepts and details accurately and clearly
- Expert ability to communicate verbally and in writing
- Ability to build and foster relationships with campus and internal partners
- Ability to handle and maintain sensitive and confidential material
- Digital literacy skills to use Microsoft Office programs (i.e. Word Excel PowerPoint Outlook etc.) and learn and experiment with new software and systems
How to Apply:
For full consideration please attach the following as separate documents to your application:
- A cover letter identifying the job specific minimum qualifications you possess
- A resume including any and all relevant experience to be accurately assessed against the qualifications listed in the posting.
Please ensure you check the Job Specific Attachments box next to each document on the Required Documents page of the application for the appropriate documents to be attached.
Per the Colorado Job Application Fairness Act you are not required to provide your date of birth dates of school attendance or dates of graduation on your resume or cover letter. If an application requires additional materials such as a transcript or certification you may redact identifying information relating to your date or birth dates of school attendance or dates of graduation.
When to Apply:
For full consideration completed applications must be submitted byFriday June 27 2025. Reference checking is a standard step in our hiring process. You may be asked to provide contact information including email addresses for up to five references as part of the search process for this position. *Please note: All application materials must be submitted through CU Careers; emailed materials will not be considered.*
Sponsorship Statement:
We are unable to sponsor applicants for work visas for this position.
Background Check Statement:
The University of Colorado is committed to providing a safe and productive learning and living community. To achieve that goal we conduct background investigations for all final applicants being considered for employment. Background investigations include a criminal history record check and when appropriate a financial history motor vehicle history and/or fingerprinting background check. The Immigration Reform and Control Act requires that a verification of employment eligibility be documented for all new employees by the end of the third day of work. The University of Colorado is committed to diversity and equality in education and employment.
ADA Statement:
We are committed to an inclusive and barrier-free search process. We provide accommodations for applicants requesting accommodation through the search process such as alternative formats of this posting. Individuals with disabilities in need of accommodations throughout the search process should contact the ADA Coordinator at: .
Required Experience:
Director
Employment Type
Full-Time
