Portfolio Manager

FOCUS Catholic; Golden (CO); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, Vision and Dental insurance

403(b) retirement plan with employer match

Paid parental leave

Job summary

FOCUS Catholic in Golden, CO, seeks a Portfolio Manager to lead fundraising efforts for the Mission Development team. This role involves managing prospect assignments, facilitating engagement with benefactors, and ensuring effective donor relationship management.

The ideal candidate is a practicing Catholic with the ability to analyze donor trends and collaborate with team members. A competitive salary range of $60,000 - $70,000/year, along with comprehensive benefits including insurance and retirement plan, is offered.

Qualifications

• 3+ years of experience in fundraising or philanthropy.
• Proficient knowledge of at least one CRM tool.
• Strong computer skills and proficiency in Excel is highly desired.

Responsibilities

• Manage prospect assignments and ensure engagement with benefactors.
• Analyze movement of prospects towards qualification and solicitation.
• Assist area officers with CRM and technology-related questions.

Skills

Strong computer skills

Proficient knowledge of at least one CRM tool

Proficient knowledge of Excel

Education

Practicing Catholic or Christian in good standing with the Catholic Church

3+ years of experience in fundraising/philanthropy

Job description

Location

Golden, CO (or Golden, CO preferred)

Hours

Full Time

Company Description

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).

Position Mission

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.

Position Responsibilities

Prospect Management

• 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

Portfolio Metrics

• 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

Operations

• 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

Qualifications

• 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

Compensation & Benefits

For this role, we anticipate paying $60,000 - $70,000/year. This range is an estimate. The actual amount may be higher or lower than the provided range and will be adjusted based on various factors including qualifications, experience, abilities, geographic location, and duties.

Personal Mission Partner Development (MPD) is one way in which we invite others to be on mission with us through the gift of their financial support. In this position, you will engage in personal MPD efforts and fundraise on behalf of the FOCUS Mission Foundation.

As a FOCUS Mission Foundation staff member, you and your family will have access to several benefits that are designed to help care for the whole person and make your career with us rewarding. You will receive:

• Medical, Vision and Dental insurance
• Ability to contribute to a Health Savings Account
• Employer‑provided life insurance
• Long‑term disability insurance
• Option to purchase additional life insurance for yourself, your spouse and your child(ren)
• 403(b) retirement plan with a discretionary employer‑match for eligible staff
• Option to purchase LifeLock Identity Protection
• Integrity‑based Paid Time Off
• Paid parental leave
• We observe many paid holidays recognized by fellow Americans and also some of the feast days of Holy Mother Church. In addition, we recognize the Sacred Christmas Respite by closing the office from December 24‑January 1 each year.

Eligibility for benefits depends on the type of position you hold (full‑time, part‑time or temporary), and your tenure with FOCUS Mission Foundation. Specific benefits may change at our discretion.