The Portfolio Analyst, Prospect Management is responsible for providing portfolio management services as part of the university prospect management program within University Development's department of Prospect Management, Research and Analytics (PMRA), a department consisting of four separate, collaborative offices – prospect management, pipeline development, principal gifts research and analysis, and prospect analytics. Reporting to the Associate Director, Prospect Management and Pipeline Development and working in conjunction with colleagues from PMRA, the Portfolio Analyst supports Carolina's development activities by providing portfolio management services to the university-wide development community, within the context of a comprehensive capital campaign. This individual serves in a collaborative, client-facing, liaison, strategy partner role, working closely and regularly with assigned development areas at the university.
The Portfolio Analyst has the following primary duties and responsibilities: Provide these four portfolio management services to assigned development areas as part of the university prospect management program: Training (prospect management practices); Analysis (portfolio analysis); Strategy (portfolio reviews, portfolio consultations, prospect strategy development, segmentation strategies); and Operations (documentation, prospect team roles, prospect plans, data checks, database queries, database actions, portfolio transfers, contact report review, special projects). Facilitate the movement of prospects through the pipeline. Act as liaison between PMRA's two prospect research/pipeline development offices and assigned development areas for matters pertaining to moving validated prospects through the pipeline. Collaborate with development colleagues on prospect development items. Develop and maintain effective relationships with internal clients and collaborators across the university-wide development community to deliver the prospect management program and achieve program goals. Plan, coordinate and complete prospect management operations.
Education and Experience:
Bachelor’s degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
—Ability to deliver program elements for the prospect management office within the department of Prospect Management, Research and Analytics —Ability to develop and maintain productive and collaborative work relationships —Ability to evaluate information and make appropriate decisions and recommendations based on that information and assessment —Ability to translate analysis and conclusions into accessible and understandable formats —Ability to promote the use of best practices —Ability to explain how prospect management practices apply to program and client needs —Ability to remain flexible to meet constantly changing and sometimes opposing demands, while continuing to meet deadlines —Ability to model positive attitude and solid productivity in evolving work climate —Client-focused, service-oriented, collaborative, creative, resourceful, ethical and good natured, with solid interpersonal, communication and negotiating skills —Strong data, analysis, consulting, reporting, project management and technology skills; attention to detail; organized
—Demonstrated knowledge of prospect development principles, practices and the tools of the trade —Experience in a complex fundraising organization, preferably within the higher education industry —Familiarity with Blackbaud CRM
The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, race, national origin, religion, sex, sexual orientation, or status as a protected veteran.
Internal Number: 164170
About The University of North Carolina at Chapel Hill
Carolina rates among the nation’s great institutions of higher education, set on an historic and beautiful campus that celebrates all four seasons. Carolina’s students, faculty and staff come here from around the world, bringing varied cultural, racial and ethnic heritages that help make UNC-Chapel Hill a thriving intellectual center. We’re repeatedly ranked the nation’s best value in higher education for students seeking to earn a college degree – the University has garnered the top spot each time since the ranking’s launch in 1998.Whether you’ve just started your career, are new to academia or are a seasoned professional with assorted campus experiences to draw on, we hope you will find a great place at Carolina.