Portfolio Specialst
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Job Location:
New Orleans, LA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Portfolio Specialist
Office of Advancement; Prospect Development
Location: New Orleans LA
Summary
The Portfolio Specialist is a professional development position in the Prospect Development Office within the Office of Advancement. The position manages the portfolios of major and annual gift prospects and collaborates with development officers in schools and units within assigned liaison areas. The position assigns and realigns prospects in development officer portfolios and provides guidance to development officers on portfolio management goal setting and collaboration to ensure effective and strategic movement through the fundraising pipeline. This position coordinates with multiple departments within the Office of Advancement including Annual Fund Major Gifts Program Principal Gifts Advancement Information Systems.
Required Knowledge Skills and Abilities
- Excellent oral written and interpersonal communication skills.
- Familiarity with nonprofit fundraising preferably in higher education.
- Experience in data-driven research of individuals using industry-standard software web-based search tools data management systems social media and other methodologies; as well as the MS Office suite.
- Excellent organization skills including the ability to manage multiple demands and/or projects simultaneously.
- Excellent problem-solving project management and organizational aptitude.
- Ability to work collaboratively and maintain confidentiality of sensitive information.
Required Education and/or Experience
- Bachelors Degree from an accredited university or college.
- Minimum of two years direct research development or transferable experience. Transferable experience includes database management records management prospect research and/or direct major gift fundraising.
- Demonstrated understanding of data management in a fundraising context.
Any appropriate combination of relevant education experience and/or certifications may be considered.
Preferred Qualifications
- Commitment to the mission and values of an institution of higher education.
- Knowledge of Tulane University.
Compensation Information
Tulane offers a variety of options to enhance your health and well-being so that you may enjoy more out of life now and in the future. Learn more about Life at Tulaneas well as ourBenefits and Pay. See ourCandidate Resourcesto learn more about our hiring process and what to expect.
This position will close onthe date it is filled.
Please Note: Depending on your role and the department in which you work you may be expected to adhere to COVID-19 requirements such as vaccinations and booster shots.
Tulane University is an equal opportunity educator and employer committed to providing an education and employment environment free of unlawful discrimination harassment and retaliation. Legally protected demographic classifications (such as a persons race color religion age sex national origin shared ancestry disability genetics veteran status or any other characteristic protected by federal state or local laws) are not relied upon as an eligibility selection or participation criteria for Tulanes employment or educational programs or activities.
Tulane University is responsible for providing reasonable accommodations to individuals with disabilities throughout the applicant screening process. If you need assistance in completing an application or during any phase of the interview process please contact the Office of Human Resources by phone at or by email at.
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Tulane University is a comprehensive research university in New Orleans, Louisiana. Tulanians see challenges as opportunities, and strive to improve the lives of others in our own community and around the globe.
